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Tech Stocks Surge Amid Strong Market Demand and Increased Price Expectations

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SanDisk (NASDAQ:SNDK) surges over 15% as DRAM price forecasts skyrocket to new highs!

In a report released on February 2, Goldman Sachs revealed that despite fluctuations in the spot market, contract prices for DRAM are not only holding steady but are projected to rise sharply. Goldman Sachs has significantly revised its DRAM price forecast for Q1 2026, now expecting a quarter-over-quarter increase of 90-95%, far exceeding previous market and the firm’s own expectations.

For mobile NAND (eMMC/UFS), Q1 2026 contract prices are also expected to rise by 55-65%, aligning with Goldman Sachs’ earlier projection of a 45-70% increase for overall NAND pricing. Despite a seasonal decline in consumer electronics demand, strong demand for enterprise SSDs (eSSD) and AI-related storage has led to limited supply for smartphone and PC customers, further driving up prices in these segments.

The server market is also facing a supply shortage. While some suppliers have shifted production capacity from PCs and smartphones to servers, demand from North American and Chinese cloud service providers (CSPs) continues to outpace supply, maintaining the pricing power of suppliers. TrendForce has revised its server DRAM price forecast for Q1 2026, now predicting a quarter-over-quarter increase of 88-93%, slightly higher than Goldman Sachs’ prior forecast of 75-80%. Notably, the premium for DDR5 over DDR4 is shrinking, with the price difference for 64GB DDR5 modules in January dropping to just 9% compared to DDR4 of the same specifications.

Robotaxi industry enters the race for mass adoption! Google (NASDAQ:GOOGL) hits a new all-time high with a nearly 2% increase, as its autonomous driving arm Waymo secures $16 billion in funding for global expansion.

Google’s autonomous driving division, Waymo, has successfully raised $16 billion in funding, reaching a post-money valuation of $126 billion. This funding round highlights the company’s rapid growth as a leader in the robotaxi industry.

In a statement on Monday, Waymo announced that this round of funding was led by new investors Sequoia Capital, DST Global, and Dragoneer Investment Group. Other investors included Andreessen Horowitz, Mubadala Capital, Silver Lake Capital, and Bessemer Venture Partners.

Waymo has established a clear lead in the commercialization of autonomous taxis, operating fully driverless services in about six U.S. cities, charging passengers for the service. The company provides services in San Francisco and Los Angeles through its own app, and in Austin and Atlanta in partnership with Uber. Waymo plans to rapidly expand across the U.S. and enter the UK market this year.

Strong earnings performance leads to a 4% rise for Texas Instruments (NASDAQ:TXN), as the data center end market revenue continues to grow for the seventh consecutive quarter.

Texas Instruments recently released its fiscal report for 2025, showing strong performance in the data center end market. The company’s data center-related revenue reached $1.5 billion in 2025, a 64% increase from the previous year, accounting for 9% of its total revenue. This growth is attributed to sustained demand in areas such as data center computing, networking, power, and cooling.

In the earnings call, the company’s management revealed that revenue from the data center end market has been growing for seven consecutive quarters. Texas Instruments believes that the accelerated global digital transformation and high demand for data center construction and upgrades will continue to provide significant growth opportunities for this sector. If investment in data centers remains strong, the company’s related business is likely to maintain its growth momentum.

For Q1 2026, Texas Instruments has provided revenue guidance, estimating revenues to fluctuate around $4.5 billion, with a variance of $180 million. This forecast reflects the company’s cautious assessment of market demand while maintaining confidence in its business development. As the global semiconductor market gradually recovers, Texas Instruments is expected to strengthen its industry position through technological innovation and market expansion.

Market Surge: AI Storage Demand Ignites Record Highs While Intel and Moderna Soar on Strategic Breakthroughs

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The global storage market is entering a powerful new “super-cycle” driven by surging demand for AI chips and supply shortages. On Wednesday, the U.S. storage sector erupted once again. SanDisk Corp (SNDK) skyrocketed 10.63% in a single day, hitting a new all-time high. Micron Technology (MU) rose 6.61%, also refreshing its historical record. Shares of Western Digital (WDC) and Seagate Technology (STX.) followed suit, surging 8.49% and 5.6%, respectively. Analysts pointed out that while HDDs are slower than SSDs, the massive capacity requirements of AI infrastructure are benefiting the entire storage field.

The core driver of this rally stems from Wall Street’s recalibration of valuations for storage giants. Several brokerages raised price targets for SanDisk and Micron, citing robust demand for enterprise-grade SSDs and tight NAND flash supply as key factors driving up product prices. Analysts generally believe that the hunger for high-performance storage in AI infrastructure, combined with the “production-cut-to-support-prices” strategy of major manufacturers, has led to a fundamental reversal in market supply and demand. As chip giants reduce output to maximize profits and spot prices see multi-fold increases, investors are betting that the industry is shifting from traditional cyclical volatility toward a “high-margin, stable-price” foundry-like model. Under a severe supply gap, the upward trend in storage chip prices is widely expected to intensify throughout 2026.

BofA Securities believes the memory chip industry is undergoing a profound transformation, exhibiting “foundry-like” characteristics with reduced cyclicity and improved margins. Supported by strong guidance from upstream players like TSMC and consistent growth in South Korean semiconductor export data, the market consensus is that the storage industry has entered a margin-centric “super-cycle.” Despite the short-term risk of high valuations, the long-term process of value re-rating continues.

Winning a Major U.S. Military Contract! Intel (INTC) Jumps Nearly 12% to Highest Level Since May 2021 Ahead of Q4 Earnings

On January 20, as reported by wccftech, Intel’s new Vice President of Government Technology, James Chew, announced that the company is now a participant in the “Scalable Homeland Innovation Enterprise Layered Defense” (SHIELD) program. Intel will serve as a chip supplier under an Indefinite Delivery/Indefinite Quantity (IDIQ) contract. The project, valued at up to $151 billion, is considered one of the most ambitious initiatives of the U.S. Department of War.

Additionally, Intel is scheduled to release its Q4 2025 earnings after the market closes on January 22. Investor optimism regarding the report has reached a multi-quarter peak, with bets that CEO Lip-Bu Tan’s promised transformation plan is yielding results. Meanwhile, large-scale data center expansions are driving strong demand for Intel’s traditional server chips. According to data compiled by LSEG, Intel’s fourth-quarter data center revenue is expected to surge by over 30%, reaching $4.43 billion.

Fuelled by this optimism, several investment banks recently raised their price targets for Intel. Citigroup upgraded the stock from “Sell” to “Neutral” and raised its target from $29 to $50. Barclays increased its target from $35 to $45, while Susquehanna raised its target from $40 to $45.

Breakthrough Clinical Data for mRNA Cancer Vaccine: Moderna (MRNA) Surges Nearly 16% as Death Risk Halves

Moderna (MRNA) and Merck & Co. (MRK) released median five-year follow-up data from the Phase 2b KEYNOTE-942/mRNA-4157-P201 study. The study evaluates the efficacy and safety of the investigational mRNA individualized neoantigen therapy, intismeran autogene (mRNA-4157 or V940), in combination with the PD-1 inhibitor Keytruda (pembrolizumab) in patients with high-risk melanoma (Stage III/IV) following complete surgical resection. The analysis showed that at the five-year median follow-up, the combination therapy reduced the risk of recurrence or death by nearly half compared to Keytruda alone. According to the press release, eight Phase 2 and Phase 3 clinical trials are currently underway for this combination therapy across various tumor types, including melanoma, non-small cell lung cancer (NSCLC), bladder cancer, and renal cell carcinoma.

In this pre-specified analysis, the combination therapy showed durable and clinically meaningful improvement in the primary endpoint of recurrence-free survival (RFS), reducing the risk of recurrence or death by 49%. The safety profile remained consistent with earlier reports. Moderna and Merck plan to present further data from the follow-up analysis at an upcoming medical conference.

Intismeran autogene is an individualized neoantigen therapy (INT) consisting of a single synthetic mRNA molecule encoding up to 34 neoantigens. These neoantigens are designed using an algorithm based on the unique DNA sequence mutational signature of each patient’s tumor. Once injected, the mRNA sequences are translated into proteins that stimulate a T-cell anti-tumor response through antigen presentation. Based on the KEYNOTE-942 data, the U.S. FDA and the European Medicines Agency (EMA) granted the combination Breakthrough Therapy Designation (BTD) and PRIME status, respectively, for the adjuvant treatment of patients with high-risk melanoma following complete resection.

Currently, the mRNA-4157 indications for melanoma and NSCLC have advanced to Phase 3 clinical trials, putting it on track to potentially become the first marketed mRNA cancer vaccine.