Hi, it's Melissa. Before we jump into today's show, I've got something exciting to share.

On December 11th, we are hosting a special edition of Fast Money Live, trading the holidays right here at the NASDAQ market site. You get to watch a live taping of Fast Money, meet and interact with the traders, and, of course, celebrate the holiday season with us. It's stocks and cheers in the heart of the city, Times Square, in December. You will not want to miss this.

Tickets are available now at CNBC Events.com slash fast money.

Live for 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. A tale of two tech trades, Broadcom surging while Nvidia tumbles.

What the opposing move say about the state of the semi-stocks and Ken view concerned shares the Tylenol maker,

seeing their worst drop on record, the reports that have of investors worried and the implications they could have on the entire vaccine space.

Plus, the new pay package that could make Elon Musk a Tesla trillionaire,

Lulu's shares hit their lowest level since the depths of the pandemic. Is there any hope the stock can rebound? And a builder, boom, what the sharp drop in mortgage rates means for the housing trade. I'm Melissa Lee. Come to you live from Studio B at the NASDAQ on the desk tonight, Tim Seymour, Carter Worth, and Mike Co. We start off with the big divergence in the two biggest semi-stocks in the market.

Broadcom surging more than 9% to a new record after announcing it had received a $10 billion order

for AI chips from a single customer widely thought to be OpenAI. The stock was the best performer in

the S&P valuing the company at more than $1.5 trillion. InVVVVintime, move sharply in the other

direction. The stock dropping more than 4% at its lows, notching its six down day in seven

sessions. Shares have now lost more than 8% since the company reported earnings just last Wednesday.

The stock lower as well. So is Broadcom's gain, so lead to pain for everyone else in the AI trade.

I think that's a big question, especially when you see the sort of transfer of market capitalization, Tim.

It's fantastic.

And I would argue that the numbers, at least outside of the order you just discussed in terms of where Broadcom has now announced and it's exciting.

And is that Nvidia's numbers were fantastic, but the stock has struggled.

And it struggled, certainly along with the broader semi-space.

If you look at the broader semi-space, it wasn't a good day for MD.

It was an okay day for Taiwan semi.

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