Why Western Digital (WDC) rose 3.39% on August 4, 2026

Western Digital (WDC) rose 3.39% on August 4, 2026 — Bezos-backed AI startup deal lifts memory demand hopes.

Western Digital rose 3.4% alongside the memory sector on renewed confidence that NAND pricing stabilization will support HDD and SSD margins in AI-driven datacenters.

WDC's exposure to both NAND flash and mechanical storage positions it as a pure-play on the data infrastructure thesis — as the memory sector reprices away from oversupply, WDC benefits from elevated capacity…

The AI Memory theme includes storage infrastructure; WDC's role as a vertically integrated memory and HDD supplier means the company captures upside from both the NAND rebalancing and sustained demand for hyperscale…

Accelerating SSD adoption at the expense of HDDs, or a sustained decline in NAND ASP, would pressure WDC's blended margin profile and offset the sector's NAND repricing benefit.