Chip stocks in focus, as the SOXX Semi ETF snaps its historic win streak, but it’s not stopping the single stock moves. How Intel, Nvidia, and the memory makers are surging to fresh records, and how the Fast Money traders are positioning in the semi trade. Plus the latest energy moves in one oil services ETF, why Domino’s Pizza failed to deliver, and the latest read on the Retail trader. The CEO of one online trading platform joins us to lay out how his company is leveraging the AI surge to help investment strategies. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

All The Semi Swings… And The Pulse Of The Retail Trader

CNBC's "Fast Money"

# Full Transcript

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

## Transcript

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[SPEAKER_C] 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. Unstoppable Intel, the semi giant hitting another all-time high today. It's now nearly doubled in just the past month. Can the run continue? And what chip name would be the traders' bet on now? Let's break down the action and reading the pulse of the retail trader with markets near records, but volatility is so high. We'll find out how investors are positioning themselves now and what it says about stocks next move. Plus, the OIH trading near 8-year highs. Domino's fails to deliver on time. And a downgrade for GE Vernova. Why one analyst says the red-hot energy play might have gotten ahead of itself. I'm Melissa Lee coming to you live from Studio B at the Nasdaq. On the desk tonight, Tim Seymour, Steve Brossow, Dan Nathan, and Guy Adami. We start off with all the moves in chipmakers today. The SOXX Semi ETF, I should say index, taking a breather after 18 straight days of gains, ending its longest ever winning streak, thanks in large part to Marvell, AMD, and Broadcom. But it is still pacing for its best month on record, up 37% so far in April. 24 of the index's 30 stocks have hit 52-week highs or better in the past week, and that includes Intel, which closed at a record again today. Those shares have nearly doubled just this month, and in the 2 days since its earnings report on Thursday, the longtime laggard has soared 30%. Nvidia, by the way, also closing at records. It has gained almost $1 trillion in market value this month alone, is now solidly back above the $5 trillion mark again. Memory makers also surging, led by Micron and SanDisk. Those names ripping to fresh highs after Melius Research initiated both with a buy rating, citing high demand through the end of the decade. So what should we make of these staggering moves higher? Can they continue? Would you continue to bet on them, Guy?

[SPEAKER_D] Momentum is a powerful thing. And listen, I would have ...

All The Semi Swings… And The Pulse Of The Retail Trader

Transcript

Built for investment professionals

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

All The Semi Swings… And The Pulse Of The Retail Trader

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.