About this episode

The episode discusses the tech rally led by major companies and explores AI financing strategies while analyzing Lululemon's earnings report.

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. Fast Money Disclaimer

People in this episode

Guest: Seth Meyer

Topics covered

• AI financing
• Lululemon earnings
• tech rally
• real estate transformation
• market analysis

Keywords

• AI buildout
• Lululemon
• Meta
• Nvidia
• real estate
• Tesla
• earnings report
• market trends

Mentioned in this episode

Organizations: Meta, Dell, Nvidia, Janus Henderson, Lululemon, Tesla

Products: Cybercab

Places: AI, real estate

More episodes of CNBC's "Fast Money"

• Last Data Ahead Of Fed Decision… And Commemorating The 25th Anniversary Of 9/11 9/11/26 · September 11, 2026 · 43 min
• Oracle Reports Results… And Mortgage Rates Top 7% 9/10/26 · September 10, 2026 · 44 min
• Yields Surge, Stocks Fall… And Apple’s Foldable Phone 9/9/26 · September 9, 2026 · 44 min
• Meta’s Latest AI Agent… And An AI-Powered Hedge Fund 9/8/26 · September 8, 2026 · 44 min
• Markets look past strong jobs report... And tech’s next earnings test 9/4/26 · September 4, 2026 · 43 min
• Major moves in semi stocks... And what’s next for oil 9/2/26 · September 2, 2026 · 44 min

Explore listener stats, chart rankings, contacts and more on the CNBC's "Fast Money" podcast page.