Ryan Matsuda

The Only Hard Number in Tech This Week Is a $416 Target on Lam Research

DBS maintained a Buy on Lam Research with a $416.00 target on Oct. 23. Equipment orders lead accelerator shipments by quarters, which makes...

Oct 25, 2026 4 min read

OpenAI Needs 40% More Run-Rate in One Quarter. That Question Lands on Packaging, Not Prompts.

A $50 billion annualized run-rate against a $70 billion 2026 exit target is a utilization question. Deployed accelerators depreciate on a fi...

Oct 11, 2026 4 min read

Jabil Just Guided to an $8.5 Billion Revenue Step-Up. The AI Money Has Moved Down the Stack.

Jabil targets $44.5 billion in fiscal 2027 against $35.954 billion in fiscal 2026. Corning closed at $164.16 and Teradyne jumped 7.75% on me...

Oct 4, 2026 4 min read

SLB Just Paid $4.1 Billion for Heat Exchangers — Cooling Is Now a Priced Asset Class

An oilfield services company bought a German thermal manufacturer for $3.4 billion cash plus $0.7 billion of assumed debt. That transaction...

Aug 31, 2026 4 min read

Tariff Inflation Is a Power-and-Silicon Tax on AI Infrastructure

New tariff rounds aren't just a consumer-price story. For hyperscalers building AI campuses, they reprice every layer of the hardware stack...

Jul 25, 2026 6 min read

GEV Drops on Q2 Miss While CEO Says Data Center Orders Already Doubled 2025

GE Vernova beat on revenue and raised guidance, but EPS came in light. The CEO's data center order disclosure is the number that matters.

Jul 22, 2026 4 min read

Rambus Fell 28% From Its June High — The Memory-Interface Toll Booth Is On Sale at 24x

Wall Street is warming back to Rambus at $100.85 with a $109.40 target. Every DDR5 module and HBM stack in an AI server pays its interface s...

Jul 21, 2026 4 min read

China May Export-Control Its Own AI Models — The Cheap-Token Era Just Got Policy Risk

Beijing is weighing export restrictions on Chinese AI models and chips, per an FT report. Days after Moonshot's Kimi triggered a chip sellof...

Jul 21, 2026 3 min read

The KV Cache Wall Just Made NAND the AI Bottleneck — And Samsung's V10 Is the Relief Valve

Nvidia's GPUs are choking on key-value cache data. Samsung's V10 NAND for next-generation CMX storage moves the constraint from compute to m...

Jul 20, 2026 3 min read

Salesforce vs. Dell Is the Wrong Debate: The AI Bill of Materials Picks the Winner

Weekend coverage framed 2026's tech choice as Salesforce against Dell. The real answer sits upstream, where memory supply and grid power set...

Jul 19, 2026 4 min read

Moonshot Targets a $30B Hong Kong IPO While US Data Centers Hit a Permitting Wall

Moonshot AI plans a Hong Kong listing within six months at a $30 billion target valuation. Capital is chasing the cheap end of the model cos...

Jul 19, 2026 4 min read

Kimi K3 Tops the Coding Rankings: The Crash Question for Tech Is Now an Inference Question

Moonshot AI's Kimi K3 hit the top of a watched AI coding leaderboard within hours of release. Whether tech's earnings-driven rally survives...

Jul 19, 2026 4 min read