Squawk on the Street Shutdown Countdown, Q3 Bull Run, "How To Make Money In Any Market" 9/30/25
16 snips
Sep 30, 2025 Tensions rise as President Trump warns about possible federal layoffs amid a looming government shutdown. In Q3 wrap-up, the anchors spotlight standout stocks like Oracle and Tesla, while discussing the massive $14 billion AI infrastructure deal between Meta and CoreWeave. Jim shares insights from his new book on investing, stressing the importance of financial education for younger generations. Discussions also touch on Spotify’s leadership shakeup and banks leveraging AI for enhanced productivity.
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Meta's Massive AI Commitment
- Meta's $14.2B CoreWeave deal signals multi-year AI infrastructure commitments across big tech.
- Jim Cramer argues these big-cap players will carve distinct AI niches rather than a single winner.
OpenAI's Rapid Scale And Cash Burn
- OpenAI is scaling revenue quickly but projects large cash burn through 2029.
- Jim Cramer believes OpenAI has a meaningful head start that could make it a dominant hyperscale player.
AI Infrastructure Spending Surge
- Citi raised its AI infrastructure spend forecast to $2.8T through 2029 from $2.3T.
- The hosts view this as evidence of real, durable AI capital spending across industries.
