Ac t i o n | 13 Jul 2026 03:42:28 ET │ 55 pages North America Connectors & Other Components, Electronic Components & Equipment and Hardware & Storage 2Q26 Earnings Preview – Agentic AI Inflection Supports Storage & Optical Momentum; Remain Constructive on AI-Levered OEMs CITI'S TAKE Our coverage is up +110% YTD on average versus S&P500 +10%, led by outperformance, in descending order, from storage, HW OEMs exposed to AI deployments/enterprise server refresh, and connectivity components. We hold the most con ...