Live in the Nazac, Mark, a second in the heart of New York City's Times Square, this is fast money.

Here's what's on tap tonight. A fork in the road, shares of old school auto companies seeing a vastly different September than Upstart Tesla, why are GM and Ford hitting the

brakes and can they rev up into your end?

And one little known AI play is up nearly 240% this year, far outpacing names like Invidia.

We'll speak with the CEO of Zeta Global

to find out what is driving that stock.

Plus, Mike are on the move after its latest earnings report.

China takes on the parent company of Calvin Klein and only 90 shopping days left till

Christmas. A new estimate on just how much consumers are expected to shell out

this holiday season. I'm Melissa Lee coming to you live from studio

be at the Nasak on the desk tonight. Tim Seymour, Karen Finerman, Dan

Nathan, and Guyadami. We start off with auto stocks in reverse after a major

downgrade, Rivian plunging almost 7%.

General Motors dropping almost 5%,

well Ford fell 4%.

The moves coming after Morgan Stanley downgraded the names today

to inline from attractive, Adam Jonas,

the analyst they are citing a butterfly effect

saying that with China producing millions more cars than it buys it puts US

automakers in a vulnerable position meanwhile long struggling Tesla has been in high gear lately, rallying 8% just this week.

It's by far the best performing mag seven stocks so far this month and this quarter and is now positive

for the year. So how do you make sense of this? this around Tesla is that their China business has never been better.

...