https://www.tmtbreakout.com/p/tmtb-morning-wrap-488TMT Breakouten2026-10-29T12:44:34+00:00TMTB Morning Wraphttps://www.tmtbreakout.com/p/servicenow-now-ebay-fortinet-ftntTMT Breakouten2026-10-28T20:26:18+00:00ServiceNow (NOW), EBAY, Fortinet (FTNT), & KLAC First Takeshttps://www.tmtbreakout.com/p/tmtb-google-googl-and-microsoft-msftTMT Breakouten2026-10-28T20:14:46+00:00TMTB: Google (GOOGL) & Microsoft (MSFT) First Takeshttps://www.tmtbreakout.com/p/tmtb-podcast-intel-gavin-baker-onTMT Breakouten2026-10-28T19:53:23+00:00TMTB Podcast Intel: Gavin Baker on Anthropic’s S-1 and GPU Contango, Shopify (SHOP) CEO Tobi Lütke on Agents, Anthropic’s Lesse and Jiang on Opus 5.5, Intel’s (INTC) EMIB, The Circuit on Micron (MU)https://www.tmtbreakout.com/p/tmtb-morning-wrap-305TMT Breakouten2026-10-28T12:40:19+00:00TMTB Morning Wraphttps://www.tmtbreakout.com/p/tmtb-eod-wrap-92fTMT Breakouten2026-10-27T22:02:41+00:00TMTB EOD Wraphttps://www.tmtbreakout.com/p/tmtb-podcast-intel-semianalysis-insideTMT Breakouten2026-10-27T20:39:58+00:00TMTB Podcast Intel: SemiAnalysis Inside Anthropic’s S-1, Cliff Sosin on Owning AI’s Complements, CrowdStrike’s (CRWD) George Kurtz on Agentic Attacks, Doug O’Laughlin and Joey Brookhart on TBPN