Live in the NASAC market is 8 in the heart of New York City's Times Square.

This is fast money. Here's what's on tap tonight.

A tech-led rally. The NASAC jumping again today and Nvidia briefly becoming the first stock to hit the $4 trillion mark.

Will the rally keep rolling for the red hot sector? We'll debate that.

And industrial gains, Caterpillar shares jumping on a big bullish

call. Can the stock lead its sector to even higher highs? Plus, ad blocker, the headline that had

advertising firm WPP sinking today. We had to Sun Valley with VC Reid Hoffman to get his thoughts

on the AI race. And is it time for a new CEO at Apple? One top analyst lays out his case for why the iPhone

maker may want to shake things up now. I'm Melissa Leak, home to you live from Studio B at the NASDAQ

on the desk tonight. Tim Seymour, Karen Feinerman, Courtney Garcia, and Steve Grasso. And we start

off with that major milestone for NVIDIA, the semi-giant rising as much as two and three-quarters

of a percent today,

becoming the first company in history to hit a $4 trillion market cap.

Though it finished office highs, it did set a record closing value of 3.97 trillion,

topping the previous best hit by Apple back in December.

The chipmaker's big breakout pushing both the NASAC composite and the

broader chip trade to all-time highs, with Broadcom and KLA also hitting records. And the

gains didn't stop there. Meta, Microsoft, Alphabet, leading the Mag 7 thanks to bullish calls,

highlighting AI and earnings tailwinds. Bitcoin, by the way, hitting its own record late in the

session, crossing $112,000 for the first time.

So what do all these moves?

Tell us about where we are in the markets right now.

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