The Big 3: AAPL, JNJ, MMM

As a tech selloff sparked by Alphabet (GOOGL) earnings grips the stock market, Dan Deming continues to see the rotation as the biggest unsung headline for equities. As for today's Big 3, he expects Apple (AAPL) to maintain tech dominance in earnings, sees Johnson & Johnson (JNJ) as a leader in the healthcare sector, and names 3M (MMM) as a strong defensive stock.