Why did Western Digital stock reverse after Nvidia CES remarks?

The stock popped as investors tied Nvidia’s CES commentary to stronger AI storage demand, then reversed as funds rotated into value and profits were taken across U.S. tech. Intraday, shares ran to $195.86 before closing at $187.88 on heavy volume, a classic digestion day after a strong multi-month rally.

How do Nvidia CES remarks influence memory suppliers like Western Digital and Kioxia?

They shape expectations for AI server builds and storage intensity. Positive signals can lift sentiment for enterprise SSDs and NAND, benefiting Western Digital and Kioxia. But when market rotation or macro risk rises, multiples can compress quickly, so shares may give back gains even if long-term AI demand stays intact.

Is the SanDisk stock price different from Western Digital stock?

No. SanDisk is a Western Digital brand, not a separate listing. When you check SanDisk products in Japan retail, the equity exposure is Western Digital stock. Investors should analyze Western Digital’s earnings, pricing for NAND, and channel trends to understand how SanDisk performance feeds into overall results.

What should Japan investors watch before the January 22 earnings report?

Focus on NAND contract pricing trends, signs of supply discipline among major producers, cloud capex updates that affect enterprise SSD demand, and SanDisk sell-through in local channels. Also watch technicals, as a move toward the mid-Bollinger band would be normal consolidation after significant gains, keeping risk-reward balanced.

Global Market Insights

WDC Stock Today: Nvidia CES Pop Fades as Tech Rotates — January 10

ByHuzaifa Zahoor January 10, 2026January 10, 2026

Western Digital stock pulled back in New York after an early pop tied to Nvidia CES remarks, as investors rotated from high-growth tech into value on January 10. Shares of WDC recently closed at $187.88, down 6.0% on heavy volume, highlighting elevated volatility in memory names. For Japan-based investors, the move matters because Western Digital and Kioxia run a large flash joint venture that is sensitive to AI-driven demand and NAND pricing cycles. We break down what changed today and what to watch next.