Nvidia's big week, Warren Buffett's new stake, Jeep's turnaround efforts and more in Morning Squawk

Group 1: Technology Sector Insights - Investors are questioning the future of the artificial intelligence trade following Nvidia's upcoming earnings report, with concerns about potential market volatility [1][6] - Nvidia's CEO Jensen Huang indicated that the company has "half a trillion" dollars in chip orders for 2025 and 2026, suggesting a significant revenue increase for the next year [6] Group 2: Federal Reserve Developments - An ethics report revealed that former Federal Reserve Governor Adriana Kugler violated stock trading rules by purchasing individual stocks and trading during blackout periods [2][3] - New York Fed President John Williams met with Wall Street dealers to gather feedback on the Fed's standing repo facility, a tool designed to support market stability [4] Group 3: Investment Movements - Berkshire Hathaway disclosed a new stake in Alphabet, making it the company's 10th largest equity holding, with Alphabet shares rising nearly 5% in premarket trading [5] - Other investment firms, including Greenlight Capital and D1 Capital, also revealed new stakes in various companies, including AI-linked stocks [7] Group 4: Airline Industry Updates - The FAA announced the end of mandated flight cuts at 40 major airports, which had affected over 5 million travelers during the government shutdown [8][9] - Airline executives are advocating for legislative measures to ensure air traffic controllers and airport employees are compensated during future government shutdowns [9] Group 5: Automotive Industry Developments - Jeep is aiming for a turnaround after six years of declining domestic sales, recently reporting its best quarterly sales growth in over two years [11] - Ford opened a new 2.1-million-square-foot facility in Dearborn, Michigan, which includes modern amenities and a test track [12]