US equities (^GSPC, ^DJI, ^IXIC) are mostly in a holding pattern as Wall Street awaits Nvidia's (NVDA) first-quarter earnings for fiscal 2025. The company holds about 5% of the weight of the entire S&P 500, meaning any significant changes in the stock price could have an outsized impact on the index. Investors will be watching not just the results, but what CEO Jensen Huang says about the demand for its AI chips. Meanwhile, bitcoin (BTC-USD) and ethereum (ETH-USD) have jumped on new potential ETFs waiting for approval from the SEC. Yahoo Finance trending tickers include Target (TGT), Moderna (MRNA), and Lululemon Athletica (LULU).

Top guests today include:

3:15 PM: Danielle Hale, Realtor.com Chief Economist

3:20 PM: Chris Marangi, Gabelli Funds CO-CIO

3:45 PM: Rishi Jaluria, RBC Capital Markets Software Equity Analyst, and Frederick Havemeyer, Macquarie Head of US AI & Software Research

4:45 PM: Lou Basenese, Public Ventures President and Chief Market Strategist