Markets are "getting rather narrow," says Jessica Inskip, noting massive rallies driving the SPX and NDX to continuous all-time highs. She sees Nvidia (NVDA) being the next major catalyst for price action, noting the A.I. giant makes up 8% of the Nasdaq-100 in market cap. She's also watching Apple (AAPL) when it comes to its iPhone supply chain and whether changes to it will translate to higher profits. Jessica notes Jacobs Solutions (J) as a rising player in infrastructure. Kevin Green gives investors insight into key levels to watch for all three stocks.