https://www.tmtbreakout.com/p/tmtb-podcast-intel-qualcomms-qcomTMT Breakouten2026-10-09T20:17:18+00:00TMTB Podcast Intel: Qualcomm’s (QCOM) CEO on AI Phones, SemiAnalysis on the AI Buildout, FCC Chair on SpaceX (SPCX), Pat Gelsinger on Bottlenecks, Datadog’s (DDOG) Li on Observing AI Agentshttps://www.tmtbreakout.com/p/tmtb-morning-wrap-0ddTMT Breakouten2026-10-09T12:34:34+00:00TMTB Morning Wraphttps://www.tmtbreakout.com/p/tmtb-eod-wrap-the-great-gross-toTMT Breakouten2026-10-08T21:40:34+00:00TMTB EOD Wrap: The Great Gross-to-Net Panic of 2026