Carl Quintanilla, Jim Cramer and David Faber led off the show with President Trump warning of mass federal layoffs if a government shutdowngoes into effect after midnight. On the final trading day of September and Q3, the anchors highlighted the quarter's big winners and the AI trade, including CoreWeave's $14 billion computing power deal with Meta. Jim takes you inside his new book "How To Make Money In Any Market,"which is now on sale. Also in focus: Fed speak on rates and inflation, Spotify falls on CEO changes, how to play the banks.<a href="https://urldefense.com/v3/__https:/www.cnbc.com/squawk-on-the-street-disclaimer/__;!!HqJSLGM!uCnRzL8sw0zDv24y-5sOIFUC0pgExA9JnNMmwWkZd5mUIQJQpFQRdlNhw1zMYFFYNdQOPGVM3L-r8djVB-JZ4_RPwpfewNor$">Squawk on the Street Disclaimer</a> Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

SOTS 2nd Hour: Government Shutdown Impacts, A Read on the AI Trade, & LIVE: Tonight Show's Jimmy Fallon 9/30/25

CNBC’s “Squawk on the Street” with Carl Quintanilla, Jim Cramer, David Faber and Sara Eisen is broadcast from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.