New York, Jan 14, 2026, 13:28 EST — Regular session
- Western Digital shares were down about 0.4% in afternoon trade
- Retail investors have stepped up net buying of WDC in early January, Reuters reported
- Company is set to report fiscal second-quarter results on Jan. 29
Western Digital (WDC.O) shares edged down on Wednesday as U.S. stocks slid after a fresh round of bank earnings and a pullback in big tech. (AP News)
The storage maker’s stock was down 0.4% at $213.14, after earlier swinging between $210.31 and $218.27.
Still, the stock has been on retail traders’ radar. Retail investors have pumped nearly $10 million of net inflows — net buying by individual investors — into Western Digital in the first two weeks of January, putting it on track for its strongest month since October, Reuters reported, citing Vanda Research. (Reuters)
That matters because retail flows can sharpen intraday moves in crowded themes, especially into earnings. The broader bet is that AI infrastructure demand tightens supply and supports pricing across memory and storage, a setup that has pulled in names including SanDisk, Seagate and Micron, the Reuters report said. (Reuters)
“Memory chips are certainly among the themes that are exciting our customers these days,” Steve Sosnick, chief strategist at Interactive Brokers, told Reuters. (Reuters)
Western Digital will next report fiscal second-quarter results after the close on Jan. 29 and hold a conference call at 4:30 p.m. Eastern, the company said. (Western Digital)
With the stock still trading with the AI-linked hardware group, investors will want fresh color on supply conditions and demand from cloud and data-center customers, as well as any view on pricing and margins. Traders will also watch the tone of management’s outlook more than the headline numbers.
But the risk cuts both ways. If supply constraints ease faster than expected, or if big AI spenders slow orders after heavy early-year buildouts, the momentum trade can unwind quickly. Any cautious commentary on the call could pressure shares even if results beat estimates.
For now, the calendar is clear: the next hard catalyst is Western Digital’s Jan. 29 results and management’s read on demand into the March quarter.