Live from the NASDAQ markets, I'm the heart of New York City's Times Square.

This is Fast Money. Here's what's on top tonight. Off the charts. Those three words from

NVIDIA CEO Jensen Huang helping send shares popping after hours, all the headlines from the earnings report from the world's biggest company and how to trade the semi-giant now.

And wheeling and dealing, we dive into the announcements out of the U.S.-S.-Saudi

investment forum and the stocks most impacted by the news. Plus Target misses the mark on earnings.

Bitcoin Treasury companies sink as a crypto continues the fall. And stealthy cat, the industrial giant

quietly becoming the best-performing Dow stock of the year, how it's leveraging AI to boost its business. I'm Melissa Lee. Come to you live from Studio B at the NASDAQ on the desk tonight, Tim Seymour, Karen Feinerman, Dan Nathan, and Guy Adami. We start off with that big Nvidia bounce after ours' shares are now higher by just about 4.5% after the semi-giant beat earnings and revenue estimates raise its forecast, a conference call kicking off at the the top of the hour. Our own Christina Parts and Nvelace has got the latest. She's here on set. Christina. Two of the biggest numbers for this earnings beat in my. You're seeing the stock actually soon quite dramatically. It has to do with the Q4 revenue guide, which came in higher not only than what the street was estimating, but higher than buy side numbers. So at $65 billion, the buy side for JPMorgan and, sorry, Morgan Stanley Bank of America

was 63 to 64 billion, so already higher there.

And then gross margins.

The company, Colette, CFO, did say that they were going to exit the year at 75 percent

mid-70s, and they were able to do that despite higher input costs, like from memory. We're talking about this offline, and there were some concerns that gross margins would come down. So I think that is a huge, I guess, positive, and why we're seeing a positive reaction. Of course, Jensen Wong is going to speak to all of the strength, selling off the charts, you know, for quarters and quarters to go. We can't keep up with demand. But I think these numbers really justify perhaps that short-term move on the earnings call,

though, we will expect to hear more about the $500 billion order backlog that they spoke about

through 2026. He said it in October. It was very surprising that he gave that type of guide,

you know, before earnings and so far into the future,

they don't normally do that.

So that's going to be one.

And then, of course, OAI financing is going to be another factor, too, as well as the sustainability,

the general sustainability of demand.

Yeah.

I mean, the numbers were great.

And the words, the terminology that Jensen has used on the call so far in guidance, it's virtuous AI cycle, right off the charts. Everybody's computing everywhere. I mean, can't get any better than this guy. No, and we had JC on Monday. I would say Wednesday. Monday. Jim Kramer. Yeah, Jim Kramer. And we asked him about margins. He thought margins would be okay, and he was right about that.

Tim was just on the overtime, and he talked about it.

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