Nvidia (NVDA) CEO Jensen Huang unveiled a variety of new projects and innovations at his keynote speech at CES 2026 on Monday, including the chipmaker's Vera Rubin AI platform and even its Alpamayo open-source model to train and improve autonomous driving programs. As part of a panel on today's Morning Brief, New Street Research technology infrastructure analyst Antoine Chkaiban and Spear Invest founder and CIO Ivana Delevska discuss what could be next for the chipmaker, CapEx spending, and the company's stock reaction to the announcements. 

After Huang's CES speech, investors are talking more about opportunity in the autonomous driving space. Ivana Delevska and Clark Capital chief investment officer Sean Clark sit down with Morning Brief host Julie Hyman to share what they expect from the artificial intelligence (AI) trade in 2026 and beyond. 

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