Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

It's good to have you here on this final day of the trading weekend month, Friday, October 31st.

I'm Julie Morgan.

Amazon and Apple are lifting the mood.

Google and Disney are at odds and a warning that Thanksgiving travel

could be in for a rough ride. NASDAQ futures are up sharply in early trading 1.4% as results

from tech companies help cheer the mood and improve market sentiment. Both Amazon and Apple reported earnings after market

closed on Thursday. Amazon is up 12% in pre-market action as it sailed past Q3 estimates for

net sales, profit, and subscription revenue. Its Amazon Web Services Unit logged a 20% rise in quarterly revenue. Meanwhile, Apple is up

2% after delivering better than expected fiscal Q4 results, even though iPhone revenue and

greater China sales came in light. CEO Tim Cook said fiscal Q1 revenue is expected to increase 10 to 12 percent, with iPhone

returning to double-digit growth and China expected to rebound.

ESPN, ABC, and more than 20 other channels have gone dark on YouTube TV after Google and Disney

failed to reach a new agreement. A statement from Google

says in part, we will not agree to terms that disadvantage our members while benefiting Disney's

own live TV products. The negotiations between Google and Disney broke down over contract renewal

terms, primarily surrounding carriage fees and pricing. About 10 million

YouTube TV subscribers are affected by the blackout, and the company earlier said that it will

offer a $20 bill credit if Disney channels remain unavailable for an extended amount of time.

And as we approached the busy holiday season, Vice President J.D. Vance and Transportation

Secretary Sean Duffy have warned that it could be a disaster if the government shutdown

extends into holiday travel. The days leading up to Thanksgiving Day, which is November 27th of this year, and after the holiday are among the busiest travel days in the U.S.

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