Dell surged after earnings last night, bringing its gains for the month to more than 100% and leading the S&amp;P and Nasdaq to records. But can the gains last? Plus the world’s biggest oncology conference kicks off this weekend. What to expect in pharma deals and data.<br><br>Fast Money Disclaimer<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dell’s Massive Month, and Countdown to ASCO 5/29/26

CNBC's "Fast Money"

# Full Transcript

**Podcast:** CNBC's "Fast Money"

## Participants

- **Melissa Lee** (CNBC)
- **Tim Seymour** (CNBC)
- **Karen Feinerman** (CNBC)
- **Steve Grasso** (CNBC)
- **Julie Beal** (Robinhood)
- **John Flavin** (Portal Innovation)

## Transcript

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Move and feel better. Ask a rheumatologist about Cosentix. Live from the Nasdaq MarketSite in the heart of New York City's Times Square, this is Fast Money. Here's what's on tap tonight. Dell doubles up. We dive into the massive move in this legacy tech name this month and what it says about the sustainability of the AI trade. And we are counting down to the kickoff of the year's largest conference for cancer research. The deals and data we can expect from ASCO this year and the stocks that could see big moves as a result.

Plus, Robinhood rallies another 11 percent. Walmart loses ground in the battle versus Target. And Broadcom gains ahead of earnings. But what should we expect from next week's results? We'll dig into the options action to find some answers. I'm Melissa Lee. Come to you live from Studio B at the Nasdaq. On the desk tonight, Tim Seymour, Karen Feinerman, Steve Grasso and Julie Beal. And we start off with a tech-led rally sparked today, of course, by Dell.

Shares of the computer and server maker soaring 33 percent after earnings last night, adding nearly 70 billion to its market cap in just one day. The move brought the stocks gained for May to more than 100 percent. Its best month since coming back to the market in 2018. But it wasn't just about Dell this month. Check out these moves in the other big te...

Dell’s Massive Month, and Countdown to ASCO 5/29/26

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Dell’s Massive Month, and Countdown to ASCO 5/29/26

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.