Friday Sector Leaders: Airlines, Semiconductors
Published . Updated .
In trading on Friday, airlines shares were relative leaders, up on the day by about 2.6%. Leading the group were shares of Surf Air Mobility, up about 13.3% and shares of American Airlines Group up about 4.3% on the day. Also showing relative strength are semiconductors shares
Directly affected
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
In trading on Friday, airlines shares were relative leaders, up on the day by about 2.6%. Leading the group were shares of Surf Air Mobility, up about 13.3% and shares of American Airlines Group up about 4.3% on the day. Also showing relat…
Source: Nasdaq Markets
American Airlines Group (AAL) since this story, compared with the market
Since the first closing price after “Friday Sector Leaders: Airlines, Semiconductors,” American Airlines Group (AAL) is -13.75%. The S&P 500 fund (SPY) is +0.15% over the same days, a -13.89% difference versus the market.
Filings that name American Airlines Group (AAL) around 25 Sep 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 3 days after publication, inside 30 days. The filing is listed beside the story “Friday Sector Leaders: Airlines, Semiconductors.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 2 days before publication, inside 30 days. The filing is listed beside the story “Friday Sector Leaders: Airlines, Semiconductors.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 3 days before publication, inside 30 days. The filing is listed beside the story “Friday Sector Leaders: Airlines, Semiconductors.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 31 days before publication, inside 60 days. The filing is listed beside the story “Friday Sector Leaders: Airlines, Semiconductors.”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 44 days before publication, inside 60 days. The filing is listed beside the story “Friday Sector Leaders: Airlines, Semiconductors.”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 49 days before publication, inside 60 days. The filing is listed beside the story “Friday Sector Leaders: Airlines, Semiconductors.”
- Rohit Khanna buy On Semiconductor (ON) ($1,001 - $15,000). That is 60 days before publication, inside 60 days. The filing is listed beside the story “Friday Sector Leaders: Airlines, Semiconductors.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who is named in “Friday Sector Leaders: Airlines, Semiconductors”
Companies tied to this story
- AAL American Airlines Group
For “Friday Sector Leaders: Airlines, Semiconductors,” American Airlines Group (AAL) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names AMERICAN AIRLINES GROUP INC in the summary; GA resolved that company to AAL
- SRFM Surf Air Mobility
For “Friday Sector Leaders: Airlines, Semiconductors,” Surf Air Mobility (SRFM) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names SURF AIR MOBILITY INC in the summary; GA resolved that company to SRFM
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “Friday Sector Leaders: Airlines, Semiconductors.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “Friday Sector Leaders: Airlines, Semiconductors.” Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “Friday Sector Leaders: Airlines, Semiconductors.” Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
On Semiconductor (ON) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “Friday Sector Leaders: Airlines, Semiconductors.” Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
In “Friday Sector Leaders: Airlines, Semiconductors,” Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
In “Friday Sector Leaders: Airlines, Semiconductors,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How “Friday Sector Leaders: Airlines, Semiconductors” reaches American Airlines Group (AAL)
American Airlines Group (AAL) is the company in “Friday Sector Leaders: Airlines, Semiconductors,” the 25 Sep 2026 this story story.
The link for American Airlines Group (AAL) is this: The reported development directly names AMERICAN AIRLINES GROUP INC in the summary; GA resolved that company to AAL
Surf Air Mobility (SRFM) is here too. Its reason reads: The reported development directly names SURF AIR MOBILITY INC in the summary; GA resolved that company to SRFM
The price range for American Airlines Group (AAL), and the dates in the story
AAL traded between 11.64 and 14.05 across 20 sessions. The latest close on file is 11.67. AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. SRFM traded between 0.67 and 1.33 across 20 sessions. The latest close on file is 0.85.
How strong the case is around American Airlines Group (AAL)
46 out of 100
“Friday Sector Leaders: Airlines, Semiconductors” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.