Nvidia (NVDA) CEO Jensen Huang speaks at 1 p.m. EST at the company's conference. Jenny Horne says all eyes will be on Huang to reignite hope in the A.I. trade. Investors are expecting new tech like Blackwell Ultra and Rubin, to improvements and delivery expectations for current hardware. Nvidia's recent P/E pullback may help set the bar lower for an A.I. rally.