Dave Sekera with Morningstar Wealth says he "can't see" the Fed doing anything other than an interest rate hike for Wednesday's meeting. As for equities, he believes the S&P 500 (SPX) outside of the Mag 7 is fairly valued, though it comes with the market pricing in growth differentials between 2027 and 2028. Dave tells investors to stick with AI leaders like Nvidia (NVDA), Broadcom (AVGO), Alphabet (GOOGL), and Microsoft (MSFT) while warning against high-fliers like Micron (MU) and SanDisk (SNDK). He then offers a contrarian SpaceX (SPCX) take.