Live from the NASAC markets, I'm in the heart of New York City's Times Square. This is Fast Money. Here's what's on tap tonight. A big week ahead from mega cap earnings to a Fed decision to the latest jobs report. There's a lot that could move the markets in the next couple of days. But with major indices trading at or near records, can the data support another move higher? The U.S. and China wrapping up day one of their latest trade talks as the

August deadline looms over the markets. Will a deal get hammered out in what will it mean for stocks?

Plus, just buy it, why one top analyst says it is now the time to swoosh into the long struggle.

Oh boy. Nike shares of AMD hitting a 52-week high on news of its hiking prices of a key AI chip. And not so godlike United Health is single-handly keeping the doubt from hitting records. Is there anything that can turn this stock around as it reports earnings tomorrow morning? I'm Melissa Lee. Come to you, Lockwood, Studio B at the NASDAQ. On the desk tonight, Tim Seymour, Karen Feinerman, Dan Nathan, and Guy Adami.

And we start off with what could be a make or break week for markets.

So NASDAQ and S&P 500 eking out new record closes today. But investors now turning their attention from the trade deal signed with the European Union on Sunday to the busiest week of earning season and key economic data on deck.

Nearly a third of the S&P and nine down components out with results this week.

Tech Titans, Microsoft, Meta, Amazon, and Apple headlining the action.

But we also get important reads from other sectors with Visa, Starbucks, Qualcomm, Ford, ExxonMobil, among the names on the calendar.

On top of this, a huge slate of economic events, including a Fed decision on Wednesday, PCE out Thursday, jobs report Friday. So is stocks trading just off of records? Could this week's events be an inflection point? Oh, boy. Why, oh boy, Tim? I mean, you just laid it out there. I mean, anything could happen. Pretty much anything that could go on in markets is happening this week. So at the risk of, I guess now I'm talking. Yes, you are talking. Well, I, what's interesting, markets always, there's a moment where you say, you know, you buy the rumor and you sell the fact. And is the EU trade deal, or essentially looking like we're at the place where trade deals are going

to be concluded by April 1. Is it the sell the fact because we priced it in or is it sell the fact

because tariffs now really are an issue? We've got tariffs that are now six times what they were

when Trump took office and we've got the highest tariffs in post-World War history. So I do think at some point that's going to be an

issue. And I do think we've kind of, we've inched higher every time we've get some better

news. I thought last week's Japan news was the kind of news that the market really liked.

But as you pointed out, almost everything that could bother the markets is happening this

week. The one part that I think

is probably going to be okay, but is the biggest part for markets as we get into the fall is that job's number. The jobs number is the most important ingredient for what the Fed is going to do. I think if the Fed is going to be more aggressive, meaning more doveish, you're going to have to start to see some weakness there. We're not even close to that, but markets aren't priced for any

weaker in the labor market. So again, markets are going to all this at all-time highs. I'm not saying it's sell the fact, but I'm telling you the fact is very real, and I'm not sure we've priced that in. It's always about, and without a question, earnings matter. I mean, to state the obvious U ups tomorrow i'm interested in that because

it's been a disaster now for the better part of three and a half four years stock's been cut in half

is it a ups thing or there are other things at work here it has been a ups problem specifically

i think coin base on thursday is fascinating given the run they better say something great

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