Jessica Inskip has her eyes on the Fed's interest rate decision and impacts it will have on bonds, along with Mag 7 earnings and their impact on equities. She sees a favorable set-up in stocks with the SOX and SMH finding strong support, which adds to her optimism on today's Big 3. Jessica continues to list Apple (AAPL) as her stock pick of 2026, sees Micron (MU) moving beyond the "boom and bust" AI memory cycle, and expects Lumentum (LITE) to continually build on its EPS guidance. Kevin Green offers his technical analysis of the stock chart for each of Jessica's picks.