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 top tonight.

The consumer coming back to life, we're just days away from a big Black Friday and the discretionary sector is struggling off some weak data to help power the S&P, what we are seeing out of retail with the countdown to Christmas ticking lower.

And the latest read into data center demand, the AI trade is accelerating, but can the power

players keep up?

I'll talk to the CEO of a data center operator to find out the real problem facing the space.

And later, Dell on the move after reporting results, binging on some Netflix technicals

and a $50 billion robotics company surging.

The name of the details straight ahead.

I'm Melissa Lee. Come to you live from Studio Bia the Nazak on the desk tonight.

Tim Seymour, Carter Worth, Dan Nathan, and Guy Dami.

We begin with fresh signs of life in the consumer trade.

Just three days before Black Friday, discretionary socks,

the second best performing sector today,

now up nearly 4% on the week, even as we got disappointing retail sales and confidence

data this morning.

Today is leading coming from all parts of spending map, Chipotle, Ralph Lauren, Williams,

Sonoma, Lulu, and Home Depot, all seeing big gains.

And then there are outsized moves today in Abercrombie and Fitch of 38% coals, soaring 43%

and Best Buy Closing 5% higher.

Lots of folks replacing apparently their video game consoles, laptops, and cell phones.

Check out the XRT, the retail ETF closing out its best day in more than eight months.

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