Live from the NASDAQ markets, in the heart of New York City Times Square, this is fast money. Here's what's on top tonight. A hundred billion dollars. That's how much more Apple is committing to invest in the United States. Details on this deal and how it potentially helps the company avoid a big tariff hit. And the best breakout ever? The rally in one stock catching one of our traders' eyes today. What is behind the move and how they're playing the name right now? Plus, Walmart jumping on a bullish pre-earnings call, all the numbers from Lyft and Draft King's latest quarters, and Disney, inking a major deal with the NFL, industry veteran Tom Rogers, is here to break it all down. I'm Melissa Lee. Come to you live from Studio B at the NASDAQ tonight. Steve Grasso, Courtney Garcia, Dan Nathan, and Guy Dami. We start off with the Apple deal that more than paid for itself. CEO Tim Cook arriving at the White House just about an hour ago, expected to announce an additional $100 billion investment over the next four years to build up manufacturing in the U.S. News of the deal sent shares of Apple surging over 5% during the trading day, and that adds

more than $150 billion to its market cap.

But even with today's gains, it's still more than 4% below where it closed on so-called Liberation

Day, and it's the only Mag 7 name that hasn't recouped those losses.

Apple just issuing a press release with details of the deal. Let's bring him Steve Kovac, who's got more on this. Steve. Yeah, Mel, there's so much to impact here. And so let me tell you the big headline numbers here and what is actually new and what is kind of continuations of partnerships and so forth that Apple already has. The big headline here, though, $2.5 billion.

That's going to go towards an expansion of the Corning facility

that already exists in Kentucky with the goal of eventually

all glass that's made on your iPhones and your Apple watches

will come out of that facility right now that's other places as well.

It will eventually be a hundred

percent from there so that's the biggest announcement in here the rest of it a lot of continuations

of previous and existing deals that with other suppliers here in the united states i'll just

rattle a few off that includes coherent global waafers America, global foundries, Samsung,

Brockcom, and a number of others. Texas Instruments was also thrown in there. On top of that,

just some more details about the Houston factory that was previously announced in that

first $500 billion announcement. That is happening in the northwest side of Houston.

Construction, they say, is already underway. That's going in the northwest side of Houston. Construction, they say,

is already underway. That's going to be producing artificial intelligence servers for Apple

intelligence, and that is expected now to open in 2026. That's when they expect to reach

full production there. It's under construction now. On the broadcom side, this is a little new,

I think, developing and building cellular components for 5G and wireless connectivity to be made here in the United States.

But look, what Apple really gets out of this, Mel, and as we know, it's the tariff relief.

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