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Here's what's on tap tonight.

Farma and furniture and freight.

Oh my, all the industries and stocks moving on the president's new tariff plants

and what the latest levies could mean for the broader market.

And inside Intel's semi-surge, the stock jumping another 20% this week.

On news, it's just looking for more investments. We try to make sense of this monster move. Plus, here is a Boeing, take flight we count down to earnings from Nike. And Solano's next move, the CEO of a new crypto treasury fund, talks to us about what is next to the coin after a rough week. I'm Melissa Lee. Come to you live from studio, Be at the Nazak on The Destinite, Tim Seymour, Karen Feinerman,

Courtney Garcia, and Guy Adami. And we'll get to all of the tariff news shortly, but we start off with Intel's Monster Week. Make that two Monster Weeks. The semi-stock up another 4% today, bringing its gains since Monday to 20%. That's on top of a nearly 23% rise last week, brings its gains for September to more than 45% its best month since 1987.

The initial bump came after the U.S. government announced in late August that it would take a 10% stake in Intel then.

Last week, Invidia said it would invest $5 billion in a hardware design deal with the company. Japan SoftBank also getting in on the action, but this week's move comes on headlines. Intel is seeking even more investment with Apple and now Taiwan semi among the potential partners. It's reportedly approached. So how do you make sense of this rally in the stock? Guy, what's your take? Well, I think we've done a decent job with Intel.

You know, we've said for a while, we've got back to the levels that we saw in July of last year when it broke down from 34 and a half and went to straight line lower. So here we are now. It did it today on two times normal volume. You mentioned all the headlines. I think we all would agree their business is not fixed by any stretch, but this investment clearly helps.

But what do you do now? I would suggest, given the volume we traded and given the fact we're up against a downtrend line from the spring of 2021, if our crack staff wants to go back that far, you've got to be taking profits here. Yes, you can get more headlines and maybe you get a little more juice here, but I think that most of the run is pretty much over now. Yeah, Tim. I'm surprised that today's

headlines did anything. Thank you. And I'm not surprised that a headline around limits on

foreign chips in the U.S. and a one-to-one ratio and different things that I heard

that also are not necessarily stated as gospel yet. But that does make sense. It does

make sense, therefore, if Intel can do some kind of a deal with Taiwan semi, and there can

be some offload in terms of some of the capacity and production, the discussion around Apple

makes, I don't even, it doesn't make

any sense to me, but I read those headlines, Taiwan semi seem to not confirm, in fact, kind of refuted

that there was anything going on, and yet here we are. So I do think that some of the upward

pressure on the stock was more about the dynamics that still makes this semiconductor USA. That's this company, national champion.

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