Flash | 22 Dec 2025 04:00:00 ET │ 9 pages US Communications Equipment, Semiconductor Equipment and Semiconductors AAPL – Low investor interest despite positive views on IP17 demand in China and negative views on Android supply chain especially low end smartphones due to rising component costs and de-specing. Can Apple sustain gross margins on rising component costs? ANET – Why is company sounding bullish despite growing whitebox competition on 2026? CSCO – Will they acquire another software security company ...