CONCEPTEditorial — hairlines instead of cards, the AI sentence set large, three doors.
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Reporting this week

Filing-confirmed dates, ranked by size and typical move.

Why the market moved today

AI read of 2026-11-06, cited to our own move data.

Chip and semiconductor-equipment names led the tape higher, with AMD +11.0%, UCTT +10.6%, CEVA +10.3%, COHU +10.3%, INTC +7.7% and PLAB +7.3%, several tied to bullish 2027 spending and growth guidance. Airbnb jumped 11.7% on accelerating growth and a raised outlook. Koppers fell 24.4% after an EPS and revenue miss, and Citi Trends dropped 14.3% even as it raised its FY2026 outlook.

  • Semiconductor and chip-equipment names rallied on upbeat multi-year spending and growth guidance.
  • Earnings reactions split sharply, with Airbnb up on a raised outlook and Koppers down hard on a double miss.
  • Citi Trends and MARA look idiosyncratic. CTRN fell 14.3% even after raising its FY2026 comp and EBITDA outlook, and the MARA headline about superbugs in Kenya's Maasai Mara is unrelated to the company.
Movers: KOPCTRNABNBAMDUCTTCEVA

Recent smart-money activity

Congress, insiders and 13F filers — last four days.

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💡 Worth knowing

Before he co-founded NVIDIA, Jensen Huang bussed tables and washed dishes at Denny’s. He has said the discipline of that first job shaped how he runs the company now worth trillions.

Denny’s / NVIDIA history · Read more →

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