North America Hardware & Storage_ Broader Recovery In Infrastructure Demand With Near Term AI Lumpiness, PC Demand More Tempered But Expected to Recover
2025-02-25 02:06
A c t i o n | 20 Feb 2025 20:00:00 ET │ 36 pages North America Hardware & Storage Broader Recovery In Infrastructure Demand With Near Term AI Lumpiness, PC Demand More Tempered But Expected to Recover CITI'S TAKE Hardware OEMs are expected to report in the coming weeks. On a median basis, shares have modestly underperformed the S&P500 over a three- month period. From a fundamental perspective, overall infrastructure demand indicators (excluding AI) remain constructive with supply chain commentary (SNX, CDW) ...