Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's

market-moving events, along with the weekend's top news and analysis.

Hello, today is Sunday, March 16th, and I'm your host, Kim Khan. Help me, Nvidia GTC,

you're my only hope.

Amid a sharp sell-off, Friday's bounce notwithstanding, this week could prove pivotal for the markets.

Bulls will be looking for NVIDIA's GPU technology conference and Fed and Fed for some help.

With all due respect to the Fed, it looks like beaten down NVIDIA is the one that will have to jump in the Millennium Falcon and ride to the rescue.

The question is whether the AI force is still strong with the stock.

GTC kicks off on Monday, and CEO Jensen Wang delivers the keynote address on Tuesday.

So positive signs about demand and production could bring in buyers who have so far been unwilling to buy back

into heavyweight tech favorites, even with valuations tumbling.

AI is approaching bare territory, with the I shares future AI and tech ETF, ticker symbol

ARTY, down 18% from the recent market high a month ago.

Looking to specifics, B of A analyst Vivek Aria is expecting to hear

updates on NVIDIA's pipeline, Blackwell Ultra and Rubin, its position in China and how it

stacks up against the competition. The key near-term issue is the Blackwell ramp, which led to some

higher costs and delays and resulted in margins declining to 71% from the mid-70s range. Other areas of focus

include the rise of application-specific integrated circuits, with broadcom and, to a lesser

extent, Marvel. A day after Jensen Long has his say, Jay Powell steps up to the mic on Wednesday.

The markets are pricing in a dead certainty that the FOMC will keep rates on hold, and Powell

said recently that there was no hurry to consider rate moves, but there will be the press

conference, where the Fed chairman will be peppered with questions about the impact of tariffs

...