Seeking Alphaยท2025-11-16 23:08Group 1: Nvidia Earnings and Market Impact - Nvidia is set to report earnings, with the market closely watching its performance as it has become a benchmark for the S&P 500, which is now more correlated to Nvidia than its own equal-weight index [2] - The consensus estimate for Nvidia's earnings per share (EPS) is $1.25 on revenue of $54.87 billion, with a Quant Rating indicating a Hold due to high valuation at over 50x non-GAAP earnings [3] - Susquehanna raised its price target for Nvidia to $230 from $210, anticipating strong results driven by increased capital expenditures from hyperscalers and positive supply checks [4] Group 2: YouTube and Disney Partnership - YouTube TV and Disney have reached a deal to restore ESPN, ABC, and other channels to YouTube TV's 10 million subscribers after a two-week hiatus [10] - The agreement includes access to ESPN's new direct-to-consumer "Unlimited" service at no additional cost for YouTube TV subscribers, which is significant for WWE fans as major events will be included [11] - YouTube TV's base plan costs a little over $80 per month, with the rollout of the new service expected to be completed by the end of 2026 [12] Group 3: Apple iPhone Revamp - Apple is planning its most extensive iPhone overhaul to date, introducing three new models over three consecutive years in response to criticism about its reliance on the iPhone [13] - The redesign process began last September, with the introduction of the iPhone Air and redesigned iPhone 17 Pro models, and a foldable iPhone is expected next fall [14]