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 Chairman & CEO David Ellison joined the team live from Los Angeles - in his first interview since prevailing in the battle for Warner Brothers Discovery... Hear his take on key hurdles ahead, why they paid top dollar to beat Netflix, and more.  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.