GoKawiilThis is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning. Soon, your garage won't be the only gym with a Peloton Bike. The fitness company is ramping up its commercial business, announcing yesterday new Bike and Tread products designed for busy gyms. Stock futures are little changed this morning after Monday's rebound. Here are five key things investors need to know to start the trading day:
1. Orders up
NVIDIA CEO Jensen Huang speaks at the NVIDIA GTC global AI conference in San Jose, California, U.S. March 16, 2026. Fred Greaves | Reuters
Shares of Nvidia closed about 1.7% higher Monday after CEO Jensen Huang said the chipmaker expects $1 trillion in orders for its Blackwell and Vera Rubin systems through next year — double the number Nvidia projected last year. Here's what else Huang announced during his keynote speech at Nvidia's GTC conference: Huang unveiled Nvidia's first chip from Groq, the startup whose assets it acquired for $20 billion last year. The Nvidia Groq 3 Language Processing Unit is set to ship in the third quarter.
Nvidia is expanding its self-driving technology business, adding several automakers as customers for its Drive Hyperion platform. "The ChatGPT moment of self-driving cars has arrived," Huang said.
The chipmaker announced the launch of computing platforms for orbital data centers. It said multiple companies will use its Vera Rubin Space-1 Module on space missions.
Huang also touted a new developer toolkit that will work with OpenClaw, the viral AI agent whose creator joined Nvidia last month.
Don't miss CNBC's exclusive interview with Huang at 10:10 a.m. ET. Watch live on CNBC+ or the CNBC Pro stream.
2. Coalition building
Commercial vessels are pictured offshore in Dubai on March 11, 2026. - | Afp | Getty Images
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