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 tap tonight.

The big splurge seems like nothing can stop the American shopping spree, not rising

rates, inflation or instability around the world.

How will the markets and the Fed deal with this very confident consumer will debate?

Plus, semi-slump, the sector getting hit as the Biden administration announces new export

restrictions on AI chips to China.

We'll break down how this will impact our already-fraid relations with Beijing.

And later, stream interrupted shares of Netflix falling hard over the last three months,

what earnings tomorrow removed the chill on the stock, the option's action on that straight

ahead.

I'm Courtney Reagan in this evening for Melissa Lee.

On the desk tonight, we have Tim Seymour, Karen Feierman, Bono and Eisen and guest-trader

Stuart Kaiser, he's head of equity trading strategy at City.

And we begin with the unbreakable consumer.

We've heard from so many CEOs about how spending is buckling.

But the data is telling a completely different story.

Retail sales last month, jumping 0.7%, almost half a percent above estimates.

Retail stocks ripping for the second straight day.

The strength coming even as yields continue to rise.

The tinier, getting back to the highs hit last week, which takes yields back to levels

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