Live from 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.

Intel's unprecedented rally, the long-langing semi-stock soaring more than 23% to all-time highs and bringing the rest of the chip trade with it.

Do the company just give the green light to all of AI?

We'll debate that.

It's not just semi-earnings on our minds.

Nearly $16 trillion worth of mega-cap tech reporting next week. What you should be watching

how the options markets are setting up for results. Plus, Novo finally catches a break in the

obesity drug race. Alibaba takes its AI behind the wheel and feeling groovy. Psychedelic stocks

getting some love from the Trump administration this week. What's next for the space and how to trade the action now? I'm Melissa Lecombe to you, Lockroom Studio, B at the NASDAQ on the desk tonight. Tim Seymour, Karen Feinerman, Steve Grasso and Mike Coe. And we start off with that semi-surge led by none other than Intel, shares of the chipmaker seeing their best day since

1987.

Wow.

After Trounce earnings expectations last night and gave strong guidance for the current

quarter, the stock closing at a record for the first time in nearly 26 years.

The gains helping power the broader semi-trade 2, the SMHETF, surging 5% to an all-time high, while the Sox

posted an 18th straight day in the green, extending its longest winning streak ever.

The world's biggest chip sock in another notable winner today, Nvidia, of 4% and now just

a stone's throw from its own intraday record.

Invidia, remember, announced it was taking a $5 billion stake in Intel last

September. That followed the Trump administration investing nearly $9 billion in the month before.

Both those bets have paid off nicely. Shares of Intel have more than tripled since. So did we just

get the all clear for the semi-trade and maybe even for the AI trade overall.

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