---
symbol: "WDC"
name: "Western Digital"
date: 2026-11-12
change_pct: -2.802867153096984
direction: "down"
event_type: "theme_sympathy"
url: "https://perplo.app/why/WDC/2026-11-12"
updated_at: 2026-11-12T12:07:19.824Z
---

# Why Western Digital (WDC) fell 2.80% on November 12, 2026

Western Digital (WDC) fell 2.80% on November 12, 2026 — AI memory selloff drags Western Digital lower.

## What happened

Nvidia turmoil and reports of preparations for a Jensen Huang ouster rattled AI stocks, and the AI Memory group fell with Western Digital down 2.8%. Nasdaq futures also dropped on the news.

## Why it moved

Western Digital's hard drives and storage are sold into AI data-center buildouts, so it trades with AI infrastructure sentiment.

## Why it matters

Western Digital is a storage name in the AI Memory theme, where AI server demand lifted memory and storage prices for months.

## What would break the thesis

If Nvidia's situation settles, Western Digital should recover with the AI storage group. Weaker data-center storage orders would be a company-specific risk that the sentiment move doesn't capture.

## Sources

- [Nasdaq futures fall as Nvidia turmoil rattles AI stocks](https://www.investing.com/news/stock-market-news/nasdaq-futures-fall-as-nvidia-turmoil-rattles-ai-stocks-5020761) — Investing.com

---

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