John, thank you very much, and live from the NASDAQ market site in the heart of New York City's Times Square.

This is fast money. And here's what's on tap tonight, a big week for small caps. The Russell has been a real laggard so far this year but this week it had a monster breakout

Is this rebound for real? We'll debate that one plus big bank bummer shares of Wells Fargo hit hard after disappointing results.

Japing Morgan and City also lower on the day after reporting earnings.

So is this a bad sign for the rest of the sector which will post results or most of it will next

week.

And later it's Friday ahead of a big week of earnings.

We'll fire up an old school options action pollusa to get you ready for results from Netflix to UAL to J&J and a bunch more.

We've got a lot more banks by the way.

I'm Tyler Matheson in tonight for Melissa Lee coming to you live from Studio B at the NASDAQ market site on the

desk. On the desk, Tim Seymour, he's not really on the desk, he's home, but he's here in

spirit. Courtney Garcia, Carter Wirth, and Bonowin-Een all join us here live on set. And we start with the

great market rotation or is it the great market broadening whatever it is it's nice small

caps which have been a clear under performer this year jumping

again today bringing their gain since Monday to 6% that's the Russell 2000's best

week since November the rate sensitive real estate sector, the only

S&P 500 group still in the red for 2024. It led the index this week up more

than 4 percent, 4.4% to be exact.

And the Dow up just single digits this year

versus a 20 plus percent gain in the NASDAQ.

Jump 250 points today.

It hit its first intraday record in nearly two months, but it wasn't just

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