Live from the NASDAQ markets laid in the heart of New York City's Times Square. This is

Fast Money. Here's what's on tap tonight. Easy go, easy come. Markets rebounding sharply after Friday's

sell-off. Did you already miss your chance to buy the dip or is there more volatility to come?

And another AI deal shares a Broadcom surging after inky a new partnership with Open AI. All the details and what it means for the red hot semi trade. Plus, we're counting down at bank earnings kickoff. Jamie Diamond goes mining for rare earth investments and blooming opportunities. The deal powering the fuel cell provider to brand new highs. I'm Melissa Lee. Come up to you last from the studio, B, at the NASDAQ, on The Desk

tonight, Tim Seymour,

Dan Nathan,

Guy Adami, and Julie Beal.

And we start off with the big market rebound on Wall Street today. The S&P recouping about half of what it lost on Friday, jumping more than a percent and a half for its best day since May. The small cap Russell 2000, the tech-heavy NASDAX,

even bigger gains, each up more than 2%.

While the Dow added nearly 600 points.

The action coming after President Trump appeared to walk back threats of a new 100% tariff on China, posting on truth social yesterday.

Quote, don't worry about China, it will all be fine, exclamation point.

Tech and discretionary leading the way today with a recently beaten down semi-sooring more than 4%. So was Friday's pullback,

just a blip in the now three-year-old bull market? Or will today's comeback start to lose steam, Guy?

Hello, Melissa. Well, listen, I mean, you mentioned 50%, 60%, depending on what you're looking at, we recoup. But I'll say this. I think the technical damage done last week and in sort of the days leading up to last week are enough where I don't think Friday was necessarily a blip. And I think the market was looking for an excuse to sell off. It found it in the form of the comments from President Trump. But I don't think it's the end of it is what I'm saying. I do think there's some legs to the downside yet to be seen. And, you know, I think, again, the die was cast with some of the technical moves that we saw. Alia Yafta est, as they would say in Latin. Whoa, whoa, whoa, whoa. And I took four or five years of Latin.

And that went right over my head.

Well, this happens a lot. So this is just a rest, a rest in the selling. But it will continue. Interesting. Guys, folks, and this isn't just a blip in terms of, hey, just kidding. There's no question we saw for the market's reaction. Two things. One is that this is a nervous market. We had seen volatility creeping up towards the end of the week. Even without that move, it was a choppy week at best. We've kind of run out of gas, although we're going to talk about Open AI's new headlines today. But the dynamics of getting a lot of macro, a lot of headlines, without a lot of bottom-up substance. That's the great thing about earning season, which is coming down the pike here. But I don't think there's any question. The reaction we had on Friday tells you that this is a market that is nervous. It also tells you, and I think we said this on Friday, is I'm not sure there aren't a lot of people that want to buy dips out there. Right now, that mentality is, I think, well in place, but the news flow needs to support it.

Well, we did, I mean, we saw the Open AI deal, which we'll get to, but we saw real buying, excuse me, in semis.

The places that were hardest hit on Friday got the most buying in today's session.

China stocks had a really nice rebound.

I wonder without that Open AI Broadcom announcement this morning, if you would have had that sort of outperformance by a lot of these names.

obviously, you know, broadcount was up 10%, right?

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