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

Here's what's on tap tonight.

A biotech boom, health care stocks quietly rallying this year, the IVB ETF trading at more

than four-year highs.

What is behind the surge in which stocks hold the most potential here?

We'll debate that.

And an office hurricane, that's what one top

investor says is coming for the commercial real estate market, where he is seeing signs for concern

and how to play the space right now. Plus, Apple playing catch up with the rest of the Mac 7,

an energized trade in the oil patch, and an auto stock to buy ASAP, what the chartmaster

says you should be adding to your portfolio immediately.

I'm Melissa Lee. Come to you, Lockham Studio, B, at the NASDAQ on the desk tonight, Tim Seymour, Karen Feinerman, Dan Nathan, and Guy Adami. We start off with the latest shot in the arm for the biotech trade. Oh, boy. I heard that. I mean, why not? Shot in the arm. The group continuing, it's charged higher with the I shares biotech

ETF of almost 3% for its best day since May 12th. It's now trading at levels not seen since the fall of

2021. And don't look now, but the longtime Laggard is actually keeping pace with mega-cap tech this year.

Both the IBB and the MAG 7 are roughly up 25% since January. All this coming

in a big year for Biopharma at M&A, 15 deals worth a billion dollars or more have been struck

so far in 2025 as Big Pharma looks to replenish their pipeline. So can biotech keep the momentum going

and how should investors approach the space right now? I don't know if a lot of people are aware about this performance of the sector versus the mag seven neck and neck. Well, if they'd be watching CNBC's fast money, they'd be aware. Tim's the guy that gets the band-aid on his arm after he gets an inoculation, right, with a little smiley face.

I don't even know what an inoculation is, but obviously if you're talking about band-aids, it's something you do all the time. Anyhow, no, yes, this group can continue. Look at Gilead, all-time high. Even Merck, big day for Merck, Bristol-Myers getting off the mat. We mentioned structure last night. All names ex-E-Elyly, which is in a class by itself, are starting to find some momentum. And I think the momentum will continue, especially in 26th when I think there's a huge M&A around the space. Yeah. I mean, historical valuations compared to itself when it comes to biotech or health care or insurers, historic lows compared to five years. I mean, it, it's all value right now. Right. It is. And I mean, even though it's been a nice move, there's still a big way to go. And, you know, there was so much to sort of hate about it. And right now they seem to be out of the bad graces, I guess, in the good graces of the Trump administration and his rotation

kind of looking for where is their value.

I mean, now, Borla yesterday was very excited about his business.

I mean, there's a lot of momentum that still could come into this space.

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