CEO Jensen Huang keynote Blackwell Vera Rubin

At Nvidia’s annual developer conference on Monday, CEO Jensen Huang took the stage to a packed house and said he expects purchase orders between Blackwell and Vera Rubin to reach $1 trillion through 2027. Last year, the company had projections for a $500 billion revenue opportunity between the two chip technologies. Following Nvidia’s earnings report…

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Operation Epic Fury means new risks for markets

Thick plumes of smoke rise over the residential areas of the Iranian capital following airstrikes amid ongoing U.S.â”Israel attacks as multiple explosions are heard across the city in Tehran, Iran on March 01, 2026. Fatemeh Bahrami/ | Anadolu | Getty Images We hear it all the time on CNBC — markets hate uncertainty, and the…

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