watch that story closely, because former dallas fed president robert kaplan will be here for his outlook on the fed, rates, the economy and more. it takes us to our "talk of the tape" back on the run. nvidia appears to be there. stock to close amove 150 a share first time since november. closing record high as well. cnbc's kristina partsinevelos is here with more. nice to see you. what do you think we should expect? >> should expect the fact he'll change the narrative again. building momentum around the stock, driving the a.i. theme. last year ces shares jumped 6% day one. this year we focus is on a.i. data centers. specifically blackwell. promised ship moreblackwell platforms than originally this quarter. looking for new blackwell variants with more memory for a.i. processing and whether the ruben project set for 2026 is going to maybe come forward in the timeline. a.i. gets all the buzz given how much it can contribute to revenues, but gamers are expecting nvidia to unveil new gaming graphics cards. some talk nvidia might actually jump in to the a.i. pc processor market in direct compe