SOTS 2nd Hour: Software Rebounds, Salesforce CEO Pushback, & LIVE: Paramount Skydance's David Ellison 3/5/26
Carl Quintanilla, David Faber, and Sara Eisen broke down recent labor data - and what it could portend for a big Jobs report tomorrow - before Citi's U.S. Equity Strategist weighed in, and the team got breaking news on Iran. Software stocks staging a big rebound in the early trade as investors work through AI disruption fears - and the CEO of Salesforce pushes back on the 'SAASpocalypse'... Why he says the technology is a good thing for his company, and workers this hour - along with new comments from OpenAI CEO Sam Altman, live at Morgan Stanley's TMT conference.
Plus: Paramount Skydance…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.