Live from 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.

Tech on the rebound, chip, software, the max seven, and more charging higher.

Is the potential end of the long government shutdown putting the market in a risk-taking mood once again?

We'll debate that.

Plus a big-time retail, would you rather?

Ahead of next week's earnings in the holiday shopping feast will break down Walmart versus Target.

And later, what is behind the latest weighty moves and the weight loss stocks will go inside the numbers of Paramount Skydance's quarterly results?

And casino stocks on a heater.

Can you still play your bets on this group?

I'm Melissa Lee. Come to you live from Studio B at the NASDAQ. I'm the desk tonight. Tim Seymour, Karen Feinerman, Dan Nathan, and Guy Adami. Well, socks kicking off the week with a risk-on rally back on as hopes of an end to the government shutdown give the AI trade a boost. The NASDA surging more than 2% higher today led by some of the usual suspects, Palantir,

NVIDIA, Broadcom, AMD, and Google among the top names in tech. Microsoft snapping an eight-day skid. It's longest since 2011. As a whole, the Mag 7 names added nearly $600 billion in market cap just today. Warned today's action just a minute, but first we've got to get to Corweave out with results. The stock beating revenue and operating margins estimates in the third quarterly report is a publicly traded company. That earnings call just kicking off our Christina Parts Nevelas has the very latest here on set. So on the earnings call, we're going to give guidance. So we didn't get that just yet. But I think one of the important numbers from this earnings report was the contracted backlog. So that number came in at 55 billion, which is quite higher than Q2, which was 30 billion.

But we kind of already knew that, right?

Throughout the quarter, they announced a deal with META, which was valued at $14 billion.

They extended their deal with OpenAI, $6.5 billion. You had Nvidia, backstop, any unused customer offerings by 2032, that's worth

about $6 billion. So you had all these announcements throughout the quarter. So perhaps that

$55 billion number could have been a little bit higher. I did see some notes from Bank of America

and I think it was Mizzoujo saying that it should have been around $60 billion. So perhaps

maybe that was why we saw about a 1 and a half percent drop in this stock. But overall, this is a,

we know the IPO price is 40 bucks and look at it where it is now. And it's considered an AI

infrastructure play. They rent out their GPUs as a service are smaller than AWS, but they

consider themselves, you know, much more nimble.

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