Editorial companion

What stands out

Jessica Inskip lays out a clear, bullish case for three names, Apple, Micron, and Lumentum, tied to the same macro thread: how the Fed’s interest-rate decision and renewed support under chip names in the SOX index could lift stocks. She singles out Apple as her 2026 pick and argues Micron is moving past the cyclicality of AI-memory demand, while Kevin Green adds chart-by-chart technical color. The clip matters because it pairs a narrative (policy and sector support) with individual stock arguments and real-time technical readings.