March 17, 2026

By Nigam Arora

To gain an edge, this is what you need to know today.

Sell The News Reaction

Please click here for a chart of Nvidia stock (NVDA).

Note the following:

• The Morning Capsule is about the big picture, not an individual stock.  The chart of NVDA stock is being used to illustrate the point.
• The chart shows the spike up in NVDA stock when Jensen Huang said at the GPU Tech Conference (GTC) that Nvidia now expects $1T in orders for Blackwell and Vera Rubin chips through 2027.  As a reference, last year, Nvidia projected sales of $500B from Blackwell and Vera Rubin chips through 2026.