Group 1 - Caterpillar's stock surged due to the growth fueled by the AI data center boom [1] - Lucid's stock experienced a significant increase following reports of Uber's plans to launch a robotaxi service using Lucid vehicles in 2026 [1] - Uber announced a "multi-hundred-million dollar investment" in both Nuro and Lucid for the development of the robotaxi service, with plans to deploy 20,000 vehicles [1] Group 2 - Quantum computing stocks faced a decline after Nvidia's announcement at the GTC conference but rebounded shortly after [2] - Nvidia's stock reached new highs, highlighting the company's strong position in the AI chip market [4] - Joby's stock rose due to a collaboration with Nvidia focused on AI technology [4]

I want to get your take. Nvidia crossing the5 trillion dollar mark partly on some bullish comments from the president. Also, they had their GTC conference yesterday.What does that say to you about the AI trade. >> Good morning, Frank. Uh it says it's certainly alive and well and uh there aren't a lot of concerns from investors.I mean, AI has been a tailwind and it's continuing to power the market and Nvidia is certainly right at the center of that if they as they've continued to make deals with a number of ...

If you build it, they will come. So, how will all this play out in the semis trade. Joining us now is VC Arya from Bank of America.It's great to have you back on and let's start right there because it was another gang busters days day overall for the semis sector. Um, how much further can AI drive this. >> Uh, thanks Morgan.I I think that this thing can go on for at least another year to two years and perhaps even till 2030. And the reason is that most infrastructure cycles you know they tend to last for a ...

Core Insights - Nvidia is actively engaging with policymakers to emphasize the importance of building AI infrastructure, showcasing its partnerships and investments in the sector [2][6]. Partnerships and Collaborations - Nvidia is partnering with Oracle and the Department of Energy to develop the largest AI supercomputer for the DOE, utilizing 100,000 Nvidia Blackwell GPUs, with an additional 10,000 GPUs planned for 2026 [2]. - A collaboration with Crowdstrike aims to enhance cybersecurity through AI agents, positively impacting Crowdstrike's stock price [4]. - Nvidia is working with Palantir to create systems that automate business operations, such as adjusting shipping routes based on weather conditions [5]. - Nvidia is investing $1 billion in Nokia to upgrade wireless networks and cell towers in the U.S., with the AI market projected to reach approximately $200 billion by 2030 [6]. Market Reactions - Following Nvidia's announcements, Nokia's share price surged nearly 24%, as Nvidia acquired a 2.9% stake in the company [8]. - The stock prices of companies like Regetti, D-Wave, and INQ fell after Nvidia's mention of their names during the keynote [3]. Industry Outlook - There is a general bullish sentiment among tech CEOs regarding the potential outcomes of upcoming trade talks between the U.S. and China, which could positively influence semiconductor stocks [9][10].

[The stream is slated to start at 12 p.m. ET. Please refresh the page if you do not see a player above at that time.]Nvidia CEO Jensen Huang will deliver a keynote speech from Washington at 12 p.m. ET Tuesday for the company's second GTC conference this year.Although the event is typically held in San Jose, California, Huang said during the keynote pregame that the conference was moved to the capital so that President Donald Trump could attend. Trump, however, was unable to attend due to his five-day Asian ...

Core Insights - Nvidia Corp (NASDAQ: NVDA) stock is under scrutiny as the annual GTC conference approaches, with shares currently trading at $118.47, down 2.6% due to broader market pressures [1] - Last year during the GTC week, Nvidia shares gained 7.4%, which may influence call traders' sentiment this year [1] Options Trading Activity - Despite a year-to-date deficit of 11%, Nvidia remains a popular choice among options traders, leading in options volume with over 36.3 million calls and 21.9 million puts exchanged in the last 10 days [2] - The total options volume for Nvidia reached 58.18 million, significantly higher than Tesla's 29.49 million [3] Popular Options and Volatility - The most popular options in the last two weeks included the weekly 3/14 120-strike call, with April and June 120-strike calls also seeing significant activity [3] - Nvidia's Schaeffer's Volatility Index (SVI) is at 66%, placing it in the 17th percentile of its annual range, indicating favorable conditions for premium traders [4]

Key macro events this week:⚪️#Nvidia NVDA GTC conference - Tuesday.⚪️Fed interest rate decision - Wednesday.⚪️FOMC economic forecasts - Wednesday.⚪️Powell Fed press conference - Wednesday.⚪️$NKE $FDX $MU earnings - Thursday. https://t.co/QxOuNHzNfW ...