Live from the Nasak Market site in the heart of New York City's Times Square.

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

Too far, too fast, the promise of AI sending the stocks of the biggest chip and cloud names into orbit this year but have these

names outrun the hype should investors be ready for them to come back to Earth we'll

debate that plus Bitcoin Bonanza the cryptocurrency topping 42,000 today and at its highest level in 18 months.

Our Bitcoin bauler, BK, will be in the house to tell us if this year's revival will keep

going.

And later an airline merger hitting turbulence with investors, a street upgrade revving

up shares of carvana, and the impact of job cuts at Spotify and the rest of the media landscape.

I'm Melissa Lee, come to you a lot from Studio B. at the Nazac on the desk tonight.

Bono and Iceland, Karen Feinerman, Dan Nathan, and Guy Adami.

We start off with the cover that may have just signaled the top to this year's AI boom.

Behrens this weekend leading with a story touting the AI gold rush

calling NVIDIA the clear winner in the race and saying the stock is still undervalued

that even as shares have more than tripled this year but since hitting an all-time

high just two weeks ago shares have pulled back 10% and just today invidia fell

more than 2.5% alphabet and Microsoft the other big players in the AI race, also seeing bigger

losses in the broader markets.

So is this the latest hot trend to suffer the cover story curse?

Rules spending in this space justify this year's rally and even more to come

perhaps as the Bulls and AI will say guy. It's like being on the cover

sports illustrator the Madden person yeah the barons is right there with them and

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