Jensen Huang is taking the stage at Nvidia’s biggest event of the year, and Wall Street’s expectations are higher than ever. We’ll look at what to expect and how investors are positioning. Plus, tariffs are hitting the housing market from every angle, but one pre-fabricated homebuilder could be a beneficiary. And President Trump spoke at length with Russian President Putin about a potential ceasefire in Ukraine. We have the headlines and what it all means for U.S. foreign policy.

Stocks are rebounding today but still on track for their worst week in two years. Plus, our market guest likes gold at record highs, but he’s also starting to nibble on some equities amid the recent sell-off. And Apple is having its worst week in five years, but one analyst says the bears are wrong.