# Markets look past strong jobs report... And tech’s next earnings test 9/4/26 Page: https://stenobird.com/podcast/cnbc-s-fast-money-385199/markets-look-past-strong-jobs-report-and-tech-s-next-earnings-test-9-4-26 Text version: https://stenobird.com/podcast/cnbc-s-fast-money-385199/markets-look-past-strong-jobs-report-and-tech-s-next-earnings-test-9-4-26.md Podcast: [CNBC's "Fast Money"](https://stenobird.com/podcast/cnbc-s-fast-money-385199) Published: 2026-09-04T22:16:26+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/14cbdfe3-0e2c-4deb-a7b3-dd6704471865/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=14cbdfe3-0e2c-4deb-a7b3-dd6704471865&feed=szW8tJ16 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/cnbc-s-fast-money-385199/episodes/markets-look-past-strong-jobs-report-and-tech-s-next-earnings-test-9-4-26 Duration seconds: 2607 ## Resource 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 ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/cnbc-s-fast-money-385199/episodes/markets-look-past-strong-jobs-report-and-tech-s-next-earnings-test-9-4-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/cnbc-s-fast-money-385199/markets-look-past-strong-jobs-report-and-tech-s-next-earnings-test-9-4-26.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.