Live in the NASAC markets, I'm in the heart of New York City's Times Square on the night where the three major averages, all-notched record closes.

This is fast money. Here's what's on top tonight. A tech surge from semis and software, the high-tech trade catching a major bit today, sending the NASAC to new records.

Can the all-things tech trade keep rolling through urine? Plus burrito budgeting.

Chipoli's new menu price is not giving investors indigestion. Will it keep diners coming in?

And will competitors follow suit. We will debate that. And obesity week continues here on CNBC with the chief

scientific officer at Eli Lilly. He will break down the results of the latest trial that shows

its weight loss drug is more effective than novo Nordists. What that means for the stock.

I'm Melissa Lee. Come to you live from studio, Biet the NASDAQ on the desk tonight. Tim Seymour,

Steve Gras, of Courtney Garcia and Guy Adami. Well, software and semi is driving today's market

rally with Salesforce jumping 11% after its earnings last night. It was a second best performer in

the IGV software index and added 220 points to the Dow today. All three indices hitting all-time

highs today. Meantime, Marvell Technology, surging 23% to its own record after earnings and service

now up more than 6% after the company announced an expanded collaboration with Amazon Web Services.

Some of these moves, Tim, might be silly in your words, but they are happening, and software is really taking the lead here.

The software moves. I think that was a word I used when we talked earlier in the day, because if you look at the move in Snowflake, we're talking about 60%. If you're looking at Octa, it's 40%. These over the last three months or so, the move in Palantir has been nothing short as

stratospheric. They've had some pretty good news on some fresh government contracts, some

approvals. They've gotten some accreditation that says they now can take even more of the

government's money. But what I do think is legit about this this is we talk about the broadening of the AI trade.

And while this isn't a new idea, a lot of these companies have been in and out of that trade.

I do think you're starting to see some real follow through from these numbers.

The fact is semiconductors and the real go-go parts of the market have more or less lagged the market.

And if you look at the semiconductor index, it's flat over six months.

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