Live for the NASDAQ market site in the heart of New York City's Times Square, this is fast money.

Here's what's on tap tonight.

A bottom in for housing.

What Berkshire Hathaway's latest buy signals about the state of home builders and the names that look best positioned right now.

And two stocks getting very different receptions after their presentations at ASCO.

All the findings from the world's biggest cancer research conference and the co-CEO of Summit Therapeutics on what is next for her company. Foss NVIDIA gets in on the PC chip market, another potentially big deal in the casino space, and major strategy shift why the crypto treasury company is selling Bitcoin and what that means for the entire token trade. I'm Melissa Lee. I'm to you

live from Studio B at the NASDAQ. Tim Seymour, Karen Feinerman, Steve Grasso, and Guy Adami.

We will get to Berkshire's big housing bet in just a moment, but first, another big Berkshire

deal announced just moments ago sending shares of Alphabet lower. Let's get to Mackie

Saganza with more. Mac. Hey Mel, so Alphabet announced an equity

offerings totaling $80 billion as part of a plan to fund investments in its AI compute

infrastructure. Now, as part of this, Berkshire Hathaway will buy $10 billion of stock comprised

of $5 billion of Class A stock, another $5 billion of Class B. That is in

addition to Berkshire's share that has been building in the third quarter of 2025. Last we knew

is a roughly 1% stake. And I mean, as of the last, as of two weeks ago, Berkshire had boosted

its alphabet stake to nearly 58 million shares up from 18 million. That was worth about $23 billion. So if it's adding another 10, we're looking at a north of $30 billion stake that it's taken. Mel? All right, Mack, thank you. Mackenzie Segalos. Karen, I will go to you first. This is a major position for you. What does this mean to you? I mean, it's interesting. You always want Berkshire to be a buyer, why they want to sell equity.

I'm not quite sure as opposed to some other form of debt or something. They do are a very, very good credit.

Although they will be using some of the proceeds to buy calls so that they won't be, you know, they won't, they won't be,

they'll have the ups, basically. So, um, so I think it's, it's interesting. I don't know that

it really changes things that dramatically. I mean, it's a gigantic company. I know $80 billion

dollars is a lot of money, but on the scale of things, as the scale changes every day, seemingly.

To me, the takeaway is that Berkshire's there. I hope that it's reminiscent of when Berkshire,

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