The Point for North America Tuesday, 18 August 2026 Morning Call Highlights | Company | Industry | Economics & Strategy | Key Rating and Target Price Changes MorningCallHighlights North America Hardware & Storage - C2Q26 Previews: Robust AI-Led Infrastructure Demand; Elevated Expectations into Earnings Hardware OEMs' earnings should reflect strong results given constructive supply chain/OEMs commentary (CDW/INTC/AMD/SMCI/Lenovo) on infrastructure demand benefitting from AI-infrastructure buildouts and risin ...