SOTS 2nd Hour: OpenAI Makes History, Banks Tank, & LIVE: Zscaler, Autodesk CEOs 2/27/26

A huge morning for AI and the tech trade: Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh news out of OpenAI - closing a $110 billion funding round in the largest private tech financing on record. HSBC'S Chief Multi-Asset Strategist joined the team with his tech playbook - before later on, longtime industry investor Dan Niles gave his take on the headlines and the stocks he would be buying here. Plus: 2 software CEOs joined the team to breakdown earnings from their companies - and very different stock reactions... Zscaler's CEO Jay Chaudhry, along with Autodesk CEO Andrew Anagnost.  Elsewhere this hour: Paramount winning the war for Warner Brothers Discovery - but what comes next? David brought the latest headlines and color... Plus, the news hitting Financial stocks in the early trade. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.