Apple Inc.

NEW YORK, Nov. 11, 2026 /PRNewswire/ -- Market Updates News Commentary - Investors who follow Warren Buffett, Bill Ackman and Michael Burry by the paperwork they leave behind have a date circled. Under the Securities and Exchange Commission's published schedule, Form 13F holdings reports for the quarter that ended Sept. 30, 2026 are due Monday, Nov. 16. Until those arrive, the latest 13F reports on file from the firms tied to two of them cover June 30, the filing history of the third stops in late 2025, and companies connected to those filings have reported results over the past two weeks. Active Companies from around the markets with current developments this week include: Berkshire Hathaway Inc. (NYSE: BRK.B), Apple Inc. (NASDAQ: AAPL), Sirius XM Holdings Inc. (NASDAQ: SIRI), Howard Hughes Holdings Inc. (NYSE: HHH), and Restaurant Brands International Inc. (NYSE: QSR).

What a 13F shows, and what it leaves out

According to the SEC staff's frequently asked questions about Form 13F, each report is due within 45 days after the end of a calendar quarter, and when that deadline falls on a weekend or holiday it moves to the first business day after. The 45th day after Sept. 30 is Saturday, Nov. 14, and the SEC lists Monday, Nov. 16, 2026 as the deadline for the third quarter of 2026.

The same guidance says a 13F lists the issuer, the class of security, the number of shares owned and their fair market value as of the end of the calendar quarter, and that short positions are not included. That means the reports due next week will describe holdings as of Sept. 30, not what any manager owns on the day a report is posted.

Berkshire reports under a new leadership lineup

Berkshire Hathaway Inc. (NYSE: BRK.B) published its third quarter 2026 results on Nov. 7 and filed its 10-Q on Nov. 9. Operating earnings were $12,705 million, compared with $13,485 million a year earlier, and the company said it acquired approximately $9.6 billion in treasury shares during the quarter, bringing the nine-month total to about $14.4 billion. Insurance float was approximately $178.5 billion at Sept. 30.

The 10-Q's certification was signed by Gregory E. Abel as President and Principal Executive Officer, and a Sept. 18 release on Berkshire's website is titled "Warren E. Buffett Becomes Chairman Emeritus, Remains Director; Howard G. Buffett Elected Chairman." The 10-Q shows purchases of equity securities of $41,771 million and sales of $30,572 million in the first nine months of 2026, along with $336.7 billion of short-term investments in U.S. Treasury Bills on the Insurance and Other balance sheet at Sept. 30.

Two Berkshire holdings with fresh numbers

Berkshire's 10-Q names Apple Inc. (NASDAQ: AAPL) among its five largest holdings at Sept. 30, 2026, and Berkshire's 13F for June 30 lists 227,917,808 Apple shares, the same count as in its March 31 report. Apple's fiscal fourth quarter results, released Nov. 2 for the quarter ended Sept. 26, showed revenue of $114.5 billion, up 12 percent year over year, and diluted earnings per share of $2.10, up 14 percent, including a favorable impact of $0.05 from tariff refunds.

Apple's release cited all-time record revenue of $479 billion for fiscal 2026 and $28 billion returned to shareholders during the quarter. Apple's board of directors also declared a cash dividend of $0.27 per share, payable on Nov. 16, 2026, to shareholders of record as of the close of business on Nov. 12, 2026.

The same June 30 report lists 124,807,117 shares of Sirius XM Holdings Inc. (NASDAQ: SIRI), unchanged from March 31. In its third quarter 2026 results on Oct. 29, the company reported revenue of $2.15 billion, down slightly year over year, which it said primarily reflected lower equipment revenue due to higher memory costs. Net income increased 7% to $317 million and free cash flow increased 14% to $293 million.

SiriusXM raised its full year 2026 guidance for the second consecutive quarter, lifting each of its three key financial metrics by $25 million, to approximately $8.55 billion in revenue, approximately $2.65 billion in adjusted EBITDA and approximately $1.40 billion in free cash flow.

Reading filings like these is one half of the job; reading the chart is the other. Our sister site, Stock Preachers, offers Knowledge is Power, a free 27-page guide in 10 chapters that covers both skills in plain English, along with The Roadmap every Monday, Wednesday and Friday. Get the free guide here.

Ackman's filings point to two operating companies

Bill Ackman is CEO of Pershing Square Inc., according to its Nov. 2 third quarter release, which describes Pershing Square Capital Management, L.P. as a wholly owned subsidiary. For June 30, 2026, Pershing Square Capital Management filed a 13F notice stating that its holdings are now included in the report of its public parent company, Pershing Square Inc. That report, filed Aug. 14, is the most recent 13F on file for Pershing Square Inc.

It lists two entries in Howard Hughes Holdings Inc. (NYSE: HHH) common stock totaling 27,852,064 shares. Howard Hughes' 10-Q describes Pershing Square as a related party because of its ownership interest and its representation on the board, and says that on June 4 it entered into a subscription agreement under which it issued and sold 140,000 shares of Series A preferred stock to an affiliate of Pershing Square for $1.0 billion. In third quarter 2026 results released Nov. 5, Howard Hughes reported a net loss attributable to common stockholders of $1.1 million, compared with net income of $119.5 million a year earlier.

The company said Total Operating Assets NOI, including contributions from unconsolidated ventures, increased 8% to $73.0 million, and it announced an intention to transition its real estate model to an asset-light real estate development and asset management platform by monetizing select real estate assets through asset sales and joint ventures.

The same Pershing Square report lists 25,821,284 shares of Restaurant Brands International Inc. (NYSE: QSR), which owns the Tim Hortons, Burger King, Popeyes and Firehouse Subs brands. In its third quarter 2026 results on Oct. 29, the company reported consolidated system-wide sales growth of 6.2%, including 9.0% in International, and global comparable sales of 3.8%, including 8.4% at BK US.

Diluted earnings per share from continuing operations were $1.54, compared with $0.96 a year earlier, and adjusted diluted earnings per share were $1.10, compared with $1.03. The company said it has returned $1.3 billion of capital to shareholders year to date through dividends and share repurchases and remains on track for 8% organic adjusted operating income growth in 2026.

Where the Burry paper trail ends

Scion Asset Management, LLC, whose most recent 13F was signed by Michael J. Burry as Chief Executive Officer, is a different case. Its EDGAR filing index lists a Form 13F filed Nov. 3, 2025 for the quarter ended Sept. 30, 2025 as its most recent filing, and no later filing appears on the index as of Nov. 10, 2026. That report reflects positions as of Sept. 30, 2025, so it does not describe holdings at any date in 2026.

For readers who want to line up a filing date with a price chart, the free Knowledge is Power guide from Stock Preachers walks through reading the news and reading the chart, and it comes with The Roadmap every Monday, Wednesday and Friday. https://market-updates.com/sp/

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DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is not a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances.

This article is independent news commentary. Market Updates is wholly owned and operated by Market Equities Limited ("MEL"), a company incorporated under the laws of Ireland. MEL has not been paid by any company mentioned in this article. MEL and its owners, operators, directors, and affiliates do not currently own any shares of the companies mentioned in this article, but reserve the right to, and will, buy and sell shares of those companies at any time without further notice. Holdings figures are drawn from Form 13F reports filed with the SEC for the quarters ended March 31 and June 30, 2026, and reflect positions as of those dates only; company figures are drawn from each company's own news release and quarterly report as filed with or furnished to the SEC, and filing deadlines are from the SEC staff's published Form 13F guidance. No intraday or closing market prices are cited in this article. Information is drawn from company news releases and filings, government and industry data, published reporting and third-party data believed to be reliable, but its accuracy is not guaranteed. Investing in securities carries risk, including the loss of some or all of your investment. This document is governed by the laws of Ireland.

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SOURCE Market Updates

NEW YORK, Nov. 9, 2026 /PRNewswire/ -- Equity Insider News Commentary - All four of the main U.S. stock benchmarks were trading higher in the first half hour of Monday's session. As of 9:57 a.m. ET, the S&P 500 was up 125.70 points, or 1.70%, at 7,502.56, the Nasdaq Composite was up 539.15 points, or 2.19%, at 25,118.58, the Dow Jones Industrial Average was up 727.61 points, or 1.42%, at 52,013.34, and the small cap Russell 2000 was up 53.59 points, or 1.95%, at 2,807.70. The broad start comes one day before the Bureau of Labor Statistics is scheduled to publish its October Consumer Price Index, and several large companies that reported results over the past two weeks were among the stocks moving in early trading. Active Companies from around the markets with current developments this week include: Amazon.com, Inc. (NASDAQ: AMZN), Apple Inc. (NASDAQ: AAPL), Cloudflare, Inc. (NYSE: NET), Arista Networks, Inc. (NYSE: ANET), and Royal Caribbean Cruises Ltd. (NYSE: RCL).

A week built around inflation data

The calendar is a large part of the backdrop. According to the Bureau of Labor Statistics release schedule, the Consumer Price Index for October 2026 is due at 8:30 a.m. ET on Tuesday, November 10, and the Producer Price Index for October 2026 follows at 8:30 a.m. ET on Friday, November 13.

Those reports land about two weeks after the Federal Reserve's most recent policy decision. In its October 28 statement, the Federal Open Market Committee said it "decided to maintain the target range for the federal funds rate at 3-3/4 to 4 percent." The Committee also wrote that "Economic activity is expanding at a strong pace" and that "Inflation remains elevated."

Among the session's early movers were companies with fresh quarterly numbers on the table, spread across online retail and cloud computing, consumer hardware, internet infrastructure, data center networking and travel.

Retail, cloud and the iPhone

Amazon.com, Inc. (NASDAQ: AMZN) was up 5.33% as of 9:57 a.m. ET. In its third quarter results released October 29, the company reported that net sales increased 12% to $201.9 billion, compared with $180.2 billion in the third quarter of 2025. Operating income was $28.1 billion and operating margin was 13.9%, which Amazon called its highest operating margin ever, while AWS net sales increased 39.3% to a $184 billion annualized revenue run rate.

"Our AWS investment in functionality and infrastructure is working, with over 39% year-over-year revenue growth in Q3 ($184 billion revenue run rate) and projected revenue growth rates of over 40% both in 2027 and in 2028," said Andy Jassy, President and CEO, Amazon.

Apple Inc. (NASDAQ: AAPL) was up 1.89% at the same time stamp. The company's fiscal 2026 fourth quarter report, covering the quarter ended September 26, 2026, showed quarterly revenue of $114.5 billion, up 12 percent year over year, and diluted earnings per share of $2.10, up 14 percent year over year, a figure that included a favorable impact of $0.05 from tariff refunds.

"Today, Apple is proud to report a September quarter revenue record of $114.5 billion, up 12 percent from a year ago, with iPhone reaching a September quarter record and Services reaching an all-time high, capping off our best fiscal year ever," said John Ternus, Apple's CEO.

Readers who follow these early moves may want the free guide below. Our sister site, Stock Preachers, offers Knowledge is Power, a 27-page, 10-chapter guide written in plain English that covers the two skills behind every trade: reading the news and reading the chart. Signing up also brings The Roadmap every Monday, Wednesday and Friday, at no cost. Get the free guide here.

The infrastructure behind the internet and AI

Cloudflare, Inc. (NYSE: NET) was up 8.84% as of 9:57 a.m. ET. Its third quarter 2026 results, released November 5, showed revenue of $782.5 million, an increase of 39% year over year, and current remaining performance obligations up 37% year over year. For the fourth quarter, Cloudflare expects total revenue of $845.0 to $846.0 million, and for the full year it expects total revenue of $2,963.0 to $2,964.0 million.

Matthew Prince, co-founder & CEO of Cloudflare, said: "The third quarter was Cloudflare's best quarter ever. We crossed $3 billion in annualized revenue with revenue of $782 million, up 39% year over year."

Arista Networks, Inc. (NYSE: ANET) was up 8.20% at the same time stamp. In its third quarter 2026 report on November 3, the client-to-cloud networking company said total revenue of approximately $3.66 billion exceeded its guidance of $3.3 billion and grew 58.5%. Arista guided to fourth quarter revenue of $3.9 to $4.0 billion and noted that it was added to the S&P 100 in September 2026.

"Arista registered another momentous quarter with the highest year-over-year revenue growth since our IPO and record profitability, surpassing even my high expectations," stated Jayshree Ullal, Chairperson and CEO of Arista Networks.

Travel demand in the numbers

Royal Caribbean Cruises Ltd. (NYSE: RCL), which reports as Royal Caribbean Group, was up 2.95% as of 9:57 a.m. ET. Its third quarter results, released October 27, showed EPS of $6.45 and Adjusted EPS of $6.57, which the company said were better than its guidance, driven by strong close-in demand and lower costs due to timing. It now expects full year Adjusted EPS in the range of $17.85 to $17.95. Chairman and CEO Jason Liberty also said that 2027 bookings are pacing ahead of historical levels at higher rates, while noting that it is still early.

"Our third quarter results reflect continued strong consumer demand for our vacation experiences and the accelerated momentum across our industry leading brands," said Jason Liberty, Chairman and CEO, Royal Caribbean Group.

What comes next on the calendar

Monday's early gains arrived with Tuesday's consumer price data and Friday's producer price data still ahead on the schedule. Each of the five companies above has filed its latest quarterly results with the Securities and Exchange Commission within the past two weeks.

For readers who want to connect headlines like these to what shows up on a price chart, the free Knowledge is Power guide from Stock Preachers walks through both skills in plain English, and it comes with The Roadmap every Monday, Wednesday and Friday. https://equity-insider.com/sp/

Contact Information:

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Media Contact: info@equity-insider.com

DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is not a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances.

This article is independent news commentary. Equity Insider is wholly owned and operated by Market Equities Limited ("MEL"), a company incorporated under the laws of Ireland. MEL has not been paid by any company mentioned in this article. MEL and its owners, operators, directors, and affiliates do not currently own any shares of the companies mentioned in this article, but reserve the right to, and will, buy and sell shares of those companies at any time without further notice. Index and share price levels are as of 9:57 a.m. ET on November 9, 2026, drawn from third-party market data, and changes are measured against the November 6, 2026 closing levels. Policy and calendar references are drawn from the Federal Reserve's October 28, 2026 FOMC statement and the Bureau of Labor Statistics release schedule, and company figures and quotes are drawn from each company's own news release as filed with the SEC. Information is drawn from company news releases and filings, government and industry data, published reporting and third-party data believed to be reliable, but its accuracy is not guaranteed. Investing in securities carries risk, including the loss of some or all of your investment. This document is governed by the laws of Ireland.

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SOURCE Equity Insider