Welcome to Seeking Alpha's Wall Street Brunch, our Sunday look ahead to this week's

market-moving events, along with the weekend's top news and analysis.

Hello, today is Sunday, January 4th, and I'm your host, Kim Kahn.

CES, the largest consumer tech show in the world, kicks off this week,

and the halls will be echoing with the talk of AI, GPUs, data centers, and chips.

Wed Bush says Nvidia and AMD are likely to drive some of the biggest headlines.

For Nvidia and the Godfather, CEO Jensen Wong, analysts expect him to lay out the next

phase of the company's AI strategy as enterprise use cases multiply across industries.

Wed Bush thinks still focus heavily on data centers, physical AI, and robotics, plus updates on the Cosmoist Foundation model platform and autonomous tech for 2026.

Wong will appear at a company event on January 5th, then again on January 6th, alongside Siemens CEO Roland Bush, to talk about the Industrial AI Revolution.

He's also due to appear at Lenovo Tech World on January 6th.

In concert, AMD CEO Lisa Sue will deliver the opening CES keynote, which Wedbush calls very important.

She's expected to announce significant updates to the

Ryzen CPU line, and AMD will host its own AMD Connect showcase with news on AI PCs,

gaming, data centers, and edge AI, plus an AMD advancing automotive event focused on

in-car and automotive computing. Looking to the economy, the December jobs report hits Friday,

wrapping up what's shaping up to be the weakest year for the labor market since 2009. Consensus

is for non-form payrolls to rise by 55,000, the unemployment rate to edge down to 4.5%, and average

hourly earnings up 0.3%. A softer payrolls print could increase the odds of a near-term Fed rate cut.

Markets currently see roughly a 50-50 chance of a cut in launch. Bloomberg economists expect the

decoupling between GDP and the labor metrics to persist through 2026, with inflation easy,

and the Fed ultimately cutting rates by about 100 basis points. Also this week, Versant Media Group begins

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