CNBC's "Fast Money" podcast artwork CNBC's "Fast Money"

AI buildout financing in focus... And stretching into Lululemon results 9/3/26

43 min

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Show notes

Tech in rally mode as Meta, Dell and Nvidia headline a day of big gains. The traders unpack all the moves, while Janus Henderson’s Seth Meyer explains why hyperscalers are turning to interest-free bonds to fund the AI buildout and what it means for markets. Then, all the headlines from Lululemon’s closely-watched earnings report, as investors look for signs the retailer is making a meaningful turnaround. Plus, Tesla’s Cybercab reveal, gold prices pop and how AI money is transforming the real estate market.
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