The stock market has returned to its winning ways, with the major indices seeing a big lift following a tame inflation report released last week. The continuation of the rally hinges on Nvidia Corp.’s (NASDAQ:NVDA) first-quarter results due on Wednesday. On Friday, a strategist weighed on how the AI frontrunner’s earnings report will impact the broader market. What Happened: “It will be an obvious disappointment and a negative shock if Nvidia … misses expectation,” said Fund Strat’s Tom Lee in a CNBC interview. The expectations are lofty, he added. “I would think investors are going to be nerv…