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 top tonight.

Trucking higher.

The Dow transports hitting a new record today.

How much higher can the group go and what's it say about the U.S. economy and the state of the AI trade.

Oracle raising major cash to fund its AI ambitions.

While Nvidia's investment in Open AI seems to hit a roadblock what it all means for the high-tech stocks, plus digging in on Disney's first earnings drop, what Bitcoin's pullback means for strategy stock, and chomp in on Chipotle. Do the options market expect a burrito blowout in tomorrow's report? We will find out. I'm Melissa Leco. I Live from Studio, be at the NASDAQ. On the Destinite, Tim Seymour, Dan Nathan, Guy Adami, and Mike Co. Well, stocks rebounding from Friday's losses, the S&P and NASAC, each gaining half a percent, and the Dow leading the charge, adding 515 points or just over a percent, while one key group really outperformed. Dow transports rallying

more than 3 percent of fresh records with all 20 stocks in the index closing in positive

territory. It's gained nearly 9 percent just since the start of 2026 is now up almost 16 percent

over the past 12 months. Leading the group higher today, Old Dominion Freight, up 7.5%.

Other trucking stocks, Ryder and Landstar, each getting roughly 6%.

And some other big mover FedEx rallying 4% to all-time highs,

while container shipper Matson rose to levels last seen in November 2024.

So given the transportation sectors read on real world demand,

are the gains positive for the broader economy? Do you recall Dow Theory?

Oh, sure. Well, I was part of it when... Well, she almost didn't. She asked it as a question

because she wasn't sure that you did recall. Yeah, well, no. Do you know what I previgin and that helps me to recall. So you really remember everything. Yeah. Yeah. It actually works. She likes it to be remarkable. But in theory, this should be very good news for the economy and for the stock market. It's not bad news. Now, I will say this. Obviously, the economy's changed a lot since Dow theory. I don't think transports are nearly as important,

but it's not a bad thing, and it speaks to the robots consumer and still spending. Again,

we can quibble whether or not they should be, but they are. FedEx finally growing into

evaluation that I think we've talked about for years. The one that interests me is UPS.

If our crack staff back in EC can put up a long-term chart, you'll see that we're recently traded down to the 2020 low-ish. We have bounced. We're about to take out a trend line that's been in place for the last three years. And on valuation, it's as compelling as it's probably been in quite some time. So to me, if you want to play the catch-up trade here, it's in the form of UPS, Melms.

I mean, oil has also been weak, and so maybe that plays into some of these advances.

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