Life in the Nezac, market's 8 in the heart of New York City's Times Square.

This is Fast Money. Here's what's on tap tonight. Striking a deal.

AMD and NVIDIA agreeing to give the government part of their China chip sales, the precedent that sets,

that it sets and what it could mean for the rest of the tech sector.

And Manic Monday, shares of the software stocks plunging, despite earnings beat this morning

while the sector has been so under pressure and whether it can rebound from here. Plus,

Ford, making a renewed push to produce cheaper EVs. Lilly tries to stage rebound after last

week's big drop and pot stocks light up as rescheduling gets new momentum, are these names worth a buy now?

Our resident expert will weigh in.

I'm Melissa Lee.

Come to you live from studio, be at the NASDAQ on the desk tonight, Tim Seymour, Dan Nathan, Guy Adami, and Julie Beal. And we start off with that major deal between two of the biggest U.S. chip makers and the White House. NVIDIA and AMD each agreeing to pay 15% of revenues from certain chip sales to China to the U.S.

government. In exchange, they will receive export licenses for their AI processors. This, as President

Trump announced a 90-day extension of the China tariff deadline, which was supposed to go into effect

tomorrow. For the very latest, let's get to Amen Javvers in Washington.

Amen.

Hey, Melissa, that's right. Take a look. Let's start with some of this video that we got just about

an hour and a half ago here at the White House. This is the CEO of Intel arriving for his

meeting with President Trump just a short time ago, captured by our cameraman on the street,

Ashley Stringer.

Look, the president had called for the CEO of Intel to resign, said he was conflicted by ties to

China. Obviously a huge challenge for Intel. This meeting, it appears, has just now wrapped up

because we see a post from the president on social media just within the past

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