Seeking Alpha·2025-10-31 10:58Group 1: Market Sentiment and Performance - Nasdaq futures rose sharply by 1.4% in early trading, driven by positive earnings results from major tech companies [2] - Amazon (AMZN) saw a 12% increase in premarket trading after exceeding Q3 estimates for net sales, profit, and subscription revenues, with its Amazon Web Services unit reporting a 20% rise in quarterly revenue [4] - Apple (AAPL) experienced a 2% increase following better-than-expected FQ4 results, despite iPhone revenue falling short of estimates at $49.0 billion compared to the expected $50.3 billion [5] Group 2: Company-Specific Developments - Amazon's strong performance was highlighted by significant growth in its subscription revenues and overall sales, indicating robust demand [4] - Apple CEO Tim Cook projected a 10%-12% revenue increase for FQ1, with expectations for iPhone sales to return to double-digit growth and a rebound in Greater China sales [5] - Apple plans to enhance its Siri with AI capabilities next year, indicating a strategic focus on AI integration [5] Group 3: Industry Disruptions - Disney (DIS) channels, including ESPN and ABC, went dark on YouTube TV due to failed contract negotiations with Google, affecting approximately 10 million subscribers [6][9] - The blackout resulted in the loss of access to recorded Disney content and major live sports broadcasts, raising concerns as the holiday season approaches [8][9] - Google stated it would not agree to terms that disadvantage its members while benefiting Disney's own live TV products, highlighting ongoing tensions in media carriage negotiations [7]