Apple's (AAPL) fundamental story has not changed, it remains dominant and has a new generation of products, says Aquiles Larrea. He talks about how AAPL's shares down over 25% this year. He talks about how AAPL is looking at an 18% return over the next 12-18 months. He notes that innovation is the key to the stock's growth, so expect that to continue in 2023. He also talks about Raytheon (RTX) and how defense stocks will benefit from the 2023 budget. Tom White then joins to demonstrate an example trade using AAPL and RTX. Tune in to find out more about the stock market today.