Jensen Huang, co-founder and chief executive officer of Nvidia Corp., during the Nvidia GPU Technology Conference (GTC) in San Jose, California, US, on Tuesday, March 18, 2025.

David Paul Morris | Bloomberg | Getty Images

Nvidia's Jensen Huang laid out the roadmap to remain dominant at GTC yesterday. The demand for the Club name's chips is ridiculous, and there's no end to AI spending in sight. I'm interviewing Jensen on CNBC in the 10 a.m. ET hour this morning.

Federal Reserve is widely expected to keep rates unchanged this afternoon, but the central bank's latest economic projections and Chair Jerome Powell's press conference at 2:30 p.m. ET could move markets. Stocks are modestly higher this morning.

Canaccord likes Club name Google's $32 billion deal for cyber startup Wiz, arguing it will help the tech giant provide customers with a more holistic security offering. The price tag on the deal is a reminder of how important cybersecurity is these days. We own Palo Alto Networks and CrowdStrike for the Club.