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

A possible government shutdown less than 24 hours away: Carl Quintanilla, Sara Eisen, and David Faber broke down fresh consumer data top of the hour in addition to the movers you should know as the quarter comes to a close. Bespoke's Paul Hickey joined Post 9 with his bull and bear case for the economy - before the team checked in with former Trump Administration insider & Chief of Staff to VP Mike Pence Marc Short about what comes next in Washington. Plus: the AI trade in full swing today - catch a recap of the news sending Coreweave shares surging, and whether there's more room to run when it comes to AI demand with the CEO of an Nvidia challenger that just raised $1.1B - at a more than $8B valuation. Also this hour: a conversation with Tonight Show Host Jimmy Fallon - ahead of the premiere tonight of his new reality TV competition show "On Brand" at 8PM Eastern. Squawk on the Street Disclaimer