# AI buildout financing in focus... And stretching into Lululemon results 9/3/26 Page: https://stenobird.com/podcast/cnbc-s-fast-money-385199/ai-buildout-financing-in-focus-and-stretching-into-lululemon-results-9-3-26 Text version: https://stenobird.com/podcast/cnbc-s-fast-money-385199/ai-buildout-financing-in-focus-and-stretching-into-lululemon-results-9-3-26.md Podcast: [CNBC's "Fast Money"](https://stenobird.com/podcast/cnbc-s-fast-money-385199) Published: 2026-09-03T22:08:46+00:00 Episode link: https://www.cnbc.com Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/aa69eaad-e7e2-4af0-bdb0-7d24f60190c6/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=aa69eaad-e7e2-4af0-bdb0-7d24f60190c6&feed=szW8tJ16 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/cnbc-s-fast-money-385199/episodes/ai-buildout-financing-in-focus-and-stretching-into-lululemon-results-9-3-26 Duration seconds: 2626 ## Resource 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 ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/cnbc-s-fast-money-385199/episodes/ai-buildout-financing-in-focus-and-stretching-into-lululemon-results-9-3-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/cnbc-s-fast-money-385199/ai-buildout-financing-in-focus-and-stretching-into-lululemon-results-9-3-26.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.