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1. Oil relief sparks a stock rally, but Cramer says Nvidia’s AI boom is the real story

   A decline in oil on Monday triggered stock buying, particularly in AI stocks like Nvidia, which wowed investors at its developers conference.

2. Nvidia adds Hyundai, BYD and other automakers to self-driving tech business

   AVs are important to Nvidia as self-driving cars remain one of the primary areas where the company can show growth outside of artificial intelligence.

3. Nvidia announces Vera Rubin Space-1 chip system for orbital AI data centers

   Nvidia CEO Jensen Huang said space computing "has arrived" at the GTC 2026 conference.

4. Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through '27

   At Nvidia's annual developer conference, CEO Jensen Huang said the company is seeing booming demand for its latest technology.

5. Apple acquires video editing company MotionVFX to boost subscribers

   Apple is buying MotionVFX in part to help the iPhone maker attract more subscribers to its creator tools.

6. Watch live: Nvidia CEO Jensen Huang gives GTC 2026 keynote

   Nvidia CEO Jensen Huang is set to give the keynote at GTC 2026, the company's artificial intelligence conference.

7. Bill Gurley on AI bubble: A bunch of people got rich quick and a reset is coming

   Gurley's VC firm Benchmark was an early Uber investor, and he helped oust then-CEO Travis Kalanick in 2017.

8. Oil continues to rise, the Federal Reserve, Nvidia's big week and more in Morning Squawk

   Here are five key things investors need to know to start the trading day.

9. Nebius jumps 14% after company inks $27 billion infrastructure deal with Meta

   Meta is planning capital expenditure of up to $135 billion related to AI this year.

10. Meta stock climbs nearly 3% on report of planned layoffs to offset AI spending

    Meta is planning capital expenditure of up to $135 billion in AI-related costs in 2026, which raised investors' fears around unsustainable spending.