Markets look past strong jobs report... And tech’s next earnings test 9/4/26

Markets look past strong jobs report... And tech’s next earnings test 9/4/26

September 4, 2026 · 43 min

About this episode

The episode discusses the market's reaction to a strong jobs report, insights on Oracle's upcoming earnings, and various company updates including Lululemon and AMC.

Stocks tumble even after a better-than-expected August jobs report, sending odds of a rate hike higher yet again. Moody’s Chief Economist Mark Zandi explains why the latest employment numbers could be overstating the strength of the economy. Then, D.A. Davidson’s Gil Luria lays out his expectations for Oracle earnings expected after Thursday’s market close and what it could mean for the broader AI trade. Plus, Lululemon tumbles to eight-year lows, AMC CEO’s war of words with Robinhood and what to expect from Apple’s product event next week. Fast Money Disclaimer

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Guests: Mark Zandi, Gil Luria

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Organizations: Moody’s, D.A. Davidson, Oracle, Lululemon, AMC, Robinhood, Apple

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