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.

A major milestone, NVIDIA, becoming the first company ever to close with a $4 trillion market cap.

But while it leads semis to new highs, the software sector is slumping.

What does the divergence tell us?

We're going to get some answers. And back on

Target. Well, the long struggling retailer has been on a stealthy climb the last few months,

but can it outperform rivals like Walmart in the longer term? We dive into the charts to find out.

Plus, Delta shares take off after better than expected earnings. Estee Lauder gets a glow up on a bullish call.

You know it from B of A.

And we're going live to Lake Tahoe in the American Century Celebrity Golf Championship

with seven-time NBA All-Star Grant Hill, the strategy that he's taking off the court with his investments.

I'm Courtney Reagan in this evening

for Melissa Lee. Coming to you live from Studio B at the NASDAQ on the desk tonight, we have Tim

Seymour, Dan Nathan, Guy Dami, and Carter Worth. Well, we start with that major divergence in the

tech sector. As NVIDIA's $4 trillion market cap milestone powers the chip stock software is slumping.

The SMH semiconductor ETF closed at a record and is up nearly 30% in the last two months.

The IGV software fund on the other hand shed 2% today and is far lagging the chips over that

period.

Big names like Autodesk Service Now, Intuit, CrowdStrike, and Adobe, among the biggest

underperformers recently. So, why are we seeing the split in the sector and what does it mean

for the market? Dan, what do you think? I mean, $4 trillion are putting so much credence in this

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