$AAPL beat on Monday: revenue of $114.5B (+12%) vs about $113.4B expected, EPS of $2.10 vs $1.99 (5 cents from tariff refunds). The guide hit the stock, down about 4% premarket Tuesday: services growth of 8-9% vs 10.7% expected, gross margin of 45-46% vs 47.9%.

$MSFT: Chris Hohn's TCI cut Microsoft from 15.1% of its 13F to 2.2% in Q1, then sold the rest in Q2. Bill Ackman's Pershing Square went the other way: bought in Q1, added 9.8% in Q2, 11.9% of its 13F at Jun 30. $MSFT closed Friday at $521.91, up 41.0% since Mar 31.

$AAPL reports Monday after the close, John Ternus's first earnings call as CEO. The Street expects about $113.4B of revenue and $1.99 of EPS. Apple guided 9-11% growth. Berkshire's 227.9M shares, one of its largest holdings, were worth about $78.5B at Friday's $344.63 close. https://t.co/dKZn2vVbNe

$RDDT: Q3 revenue grew 53% to $895M. The stock still fell 29.2% Friday to $91.73, its worst day since the 2024 IPO. Search referrals fell by over 1M a week in October, which Reddit links to Google's AI answers. It sees Q4 daily users falling a low double-digit % from 130M. https://t.co/enXSvUdUCT

$BN: The mean analyst target of $53.75 implies 29.1% upside for Brookfield, even after Monday's 6.2% jump. Targets run from $31 to $61, and Yahoo shows 10 Buy or Strong Buy ratings to 1 Sell. Q3 results are due Nov 12. BN is one of Pershing Square's largest 13F holdings. https://t.co/m5i3W4HcUZ

$BRK.B rose 8.9% in October. The Nasdaq-100 fell 6.7% and the S&P 500 fell 0.9%. $AAPL, one of Berkshire's largest holdings, gained 3.5%. $AMD lost 17.5% and $INTC 45.3%. Berkshire reports Q3 next. https://t.co/2LT7FLXPVR

$INTC: Data center and AI revenue jumped 78% to $7.3B. The stock is still down about 30% today. Q4 guide: revenue $15-16B vs $17.1B expected, adj. EPS $0.25 vs $0.43. AI is soaking up memory chips, and Intel now sees PC shipments down about 12% this year and 10% in 2027. https://t.co/FS8qTDYU8j

$MSFT is now the only hyperscaler still producing free cash flow. Microsoft: +$18.6B in the quarter, down 27% Meta: -$2.1B Alphabet: -$9.1B Amazon: -$42.4B over the last 12 months Pershing Square owns three of the four: $MSFT, $AMZN and $META. https://t.co/eqnzL83t4F

$GOOGL: 136.7M shares traded today, 5.1x its 30-day average and the most in at least two years. The stock closed down 12.6% at $283.82 after Q3 showed -$9.1B of free cash flow, even with Cloud up 103%. Per CNBC, that's Alphabet's worst post-earnings drop since its 2004 IPO. https://t.co/tKzFLEHciL

$AMZN reports tonight, the last of the big three clouds. Azure grew 48%. Google Cloud grew 103%. The Street expects AWS at about $45.4B, up 37%. Amazon is 8.3% of Pershing Square USA (Jun 30 weights). Options imply a move of about 7.4% either way. https://t.co/2v8TEV00rM