Fresh data top of the hour, with homebuilder sentiment hitting 7-month lows - David Faber, Sara Eisen, and Michael Santoli broke down the latest for stocks as the markets look ahead to a Fed Meeting and Nvidia's blockbuster 'GTC Developers Conference' this week. Why Melius research is bullish ahead of CEO Jensen Huang's keynote, this hour - and a breakdown of what it means for the stock, based on past experience.

Also in focus: the latest retail trading trends with Interactive Broker's Thomas Peterffy, who's betting big on AI - and more on the market outlook with J.P. Morgan's Chief Economist as he forecasts higher prices and lower growth ahead. Plus, results out of NBC News National poll on President Trump and the economy - and some energy picks as the sector sees gains on headlines out of Yemen.

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SOTS 2nd Hour: Nvidia GTC Conference, Fed on Deck, NBC National Poll: Trump & The Economy 3/17/25