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