Auto Giants, Berkshire Headline Busy Week

Today is a heavy day for earnings on both sides of the Atlantic. Humana kicks off its call this morning, with Medicare Advantage penetration hitting a record 51.1% in July 2026. That backdrop matters for the insurer's quarterly print. EOG Resources and Devon Energy both hold calls today as oil markets remain in focus.

Also reporting today: Mettler-Toledo and PPL Corporation, alongside Japanese automaker Honda Motor. ORTEX Alt Data shows Japanese car sales running 6% above the same quarter last year, a dataset with a 65-day lead on Honda revenue.

The biggest name next week is Berkshire Hathaway, which releases results on Saturday morning. Markets will watch for Buffett's latest portfolio moves and any commentary on buybacks. US buyback spend totalled $245.8 billion in Q2 2026, up 11% year on year.

Monday brings Onto Innovation, H&R Block, and Tidewater. European eyes will turn to Polestar, which reports Wednesday. Dutch car sales data, a leading indicator for Polestar revenue, is running 68% below the same quarter last year.

The MSCI World November review announces on Tuesday. Around eight deletions are expected from the index, with Moderna among the clearest exits at 88% probability. That would force an estimated $6.4 billion of buying pressure into the stock from tracker funds.

No IPOs are scheduled in the next seven days.