Life in 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 tale of two semi-stocks, AMD and Super Micro, moving in very different directions after their latest reports.

What they have to say about the state of the AI trade, we're dialed into the calls, bringing you all the details.

And slimming down, shares in No Nova Nordisk dropping ahead of earnings tomorrow,

what the company could say about the weight loss drug space and looming tariffs on the industry.

Plus, Palantir loses its top spot at the top of the S&P leaderboard and what we should hear

from the Magic Kingdom when Disney reports tomorrow morning. And Uber readies its own Q1 report.

Will it widen its gap with rival lift? We'll debate that.

I'm Melissa Lee. Come to you, Laughford Studio, be at the NASDAQ on the desk tonight. Dan Nathan,

Guy Dami, and Michael Schumacher, Wells Fargo Security's global head of macro strategy. Welcome to you,

Michael. Well, stocks lowers. Investors get ready for tomorrow's Fed decision. The Dow leading

the losses down almost a percent, but all three major indices extending their losses for the week.

While 10-year yields tick lower, we'll get more on what to expect from the central bank in a few

minutes.

But we start off with a double dose of earnings from the semi-sector, AMD jumping on better-than-expected

data center revenue while super micro falling after officially cutting its sales and earnings

forecasts for the year.

Christina Parsons-Evel has got all the details is here on set. Hi, Christina.

Hi, Melissa. I'm going to start with Super Micro because shares are under pressure.

Like you mentioned, over 3% lower after the company delivered weaker guidance, even after last

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