Live from the NASAC markets, I'm in the heart of New York City's Times Square.

This is fast money.

Here's what's on top tonight.

Out of hikes, two major companies warning consumers cannot handle any more price increases.

And with fresh tariffs on the horizon, could this price ceiling hurt margins and stocks in the months ahead?

We'll debate that.

Plus, hedge fund billionaire David Tepper,

taking his buy everything in China to a whole new level. We'll have the details of his moves

and ask that the traders if there's still time to follow his lead. And later, another record-breaking

day for gold. Could a potential move by the Treasury be part of today's move higher? Super Micro's

Super Rebound ahead of earnings and a strong day for energy as an activist jumps into the oil patch.

I'm Melissa Leakon, D.Lachian, Studio B at the NASDAQ on the deaths tonight.

Tim Seymour, Karen Feiderman, Dan Nathan, and Guy Dami.

We start off with two Dow components today signaling they might be hitting the ceiling on prices they can charge consumers.

McDonald's seeing its worst U.S. sales declined since the pandemic, saying in its earnings

release, it's seeing a drop in the average check size.

In the Wall Street Journal reporting that a Disney World vacation is out of reach for many

American families, U.S. theme park operating income dropped 5% in the latest quarter,

with attendance dropping 2% as high prices for hotels, foods, fast passes, push consumers away.

So it appears consumers are now uttering the famous line from Popeye.

I can't believe I'm going to say this.

That's all I can stand and I can't stand no more.

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