Live from the market site at NASDAQ on a night where the Dow notched yet another record close.

This is fast money, and here's what's on tap tonight.

A tale of two tech trades, software stocks outperforming the once red-hot semis over the last six months.

Does the rally continue or is the trend about to reverse?

And Thanksgiving may be next week, but we are already counting down to Christmas.

We'll talk to the CEO of one of the country's biggest outlet mall operators for his read on the consumer this holiday season.

Plus, the dollar drives to two-year highs. Starbucks quietly closes in on its best levels of the year.

And on this Friday, each of the traders is armed with their chart of the week.

Oh, my goodness.

Good evening, everybody.

I'm Tyler Matheson in tonight for Melissa Lee.

Coming to you live from Studio B at the NASDAQ on the desk tonight.

Tim Seymour, Bono and Eisen, Guy Adami, and remotely, Julie Beale. Welcome one and all. Good to be with you.

Welcome to you, Tyler. Thank you. Good to be with each of you. It's like always so much fun. All right. We start with a big divergence in two pillars of the tech trade, software, and semi-stocks, heading in different directions in this second half of the year. The IGV-E-T-F up. It sounds like I give up, right?

That's what it looks like. You never give up. I give up. It's not what you do. Up 22% since the start of

July while the SMH chip ETF has gotten crunched down more than 6%. Top software names making major moves higher in that time.

Oracle, Service Now, Salesforce, Snowflake, all up double digits,

while big chip stocks continue to trade lower.

Lamb Research, A-Mat, Micron, Qualcomm, down 10% or more.

So will the second half separation in tech continue into the year end?

Let's get to that. But why don't we begin with your reflections on the fact that here we go again, another Dow record high.

The S&P 59, 69, close to 6,000, then it'll lead me to the tech.

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