Friday Sector Leaders: Semiconductors, Waste Management Stocks
Published . Updated .
In trading on Friday, semiconductors shares were relative leaders, up on the day by about 0.7%. Leading the group were shares of MaxLinear, up about 7.7% and shares of MACOM Technology Solutions Holdings up about 4.7% on the day. Also showing relative strength are waste manage
Directly affected
- WM Waste Management
Named in this report.
- MXL Maxlinear
Named in this report.
- MTSI MACOM Technology Solutions Holdings
Named in this report.
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, semiconductors shares were relative leaders, up on the day by about 0.7%. Leading the group were shares of MaxLinear, up about 7.7% and shares of MACOM Technology Solutions Holdings up about 4.7% on the day. Also show…
Source: Nasdaq Markets
The price since 18 Sep 2026: Alpha & Omega Semiconductor (AOSL) versus the S&P 500
Since the first closing price after “Friday Sector Leaders: Semiconductors, Waste Management Stocks,” Alpha & Omega Semiconductor (AOSL) is -13.91%. The S&P 500 fund (SPY) is -0.89% over the same days, a -13.02% difference versus the market.
Filings that name Alpha & Omega Semiconductor (AOSL) around 18 Sep 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 10 days after publication, inside 30 days. The filing is listed beside the story “Friday Sector Leaders: Semiconductors, Waste Management Stocks.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 5 days after publication, inside 30 days. The filing is listed beside the story “Friday Sector Leaders: Semiconductors, Waste Management Stocks.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 4 days after publication, inside 30 days. The filing is listed beside the story “Friday Sector Leaders: Semiconductors, Waste Management Stocks.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 24 days before publication, inside 30 days. The filing is listed beside the story “Friday Sector Leaders: Semiconductors, Waste Management Stocks.”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 37 days before publication, inside 60 days. The filing is listed beside the story “Friday Sector Leaders: Semiconductors, Waste Management Stocks.”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 42 days before publication, inside 60 days. The filing is listed beside the story “Friday Sector Leaders: Semiconductors, Waste Management Stocks.”
- Rohit Khanna buy On Semiconductor (ON) ($1,001 - $15,000). That is 53 days before publication, inside 60 days. The filing is listed beside the story “Friday Sector Leaders: Semiconductors, Waste Management Stocks.”
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 gains and who loses around Alpha & Omega Semiconductor (AOSL)
Companies carried with this story
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “Friday Sector Leaders: Semiconductors, Waste Management Stocks.” 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
For “Friday Sector Leaders: Semiconductors, Waste Management Stocks,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. 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
In “Friday Sector Leaders: Semiconductors, Waste Management Stocks,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. 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
For “Friday Sector Leaders: Semiconductors, Waste Management Stocks,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. 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
Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “Friday Sector Leaders: Semiconductors, Waste Management Stocks.” 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
Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “Friday Sector Leaders: Semiconductors, Waste Management Stocks.” 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
Alpha & Omega Semiconductor (AOSL)
Alpha & Omega Semiconductor (AOSL) is the company in “Friday Sector Leaders: Semiconductors, Waste Management Stocks,” the 18 Sep 2026 this story story.
For Alpha & Omega Semiconductor (AOSL), the reason on file says 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
GCT Semiconductor Holding (GCTS) is here too. Its reason reads: 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
Dates in the story, and the Alpha & Omega Semiconductor (AOSL) price range
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. NVTS traded between 8.29 and 13.19 across 20 sessions. The latest close on file is 8.63.
A simple score for Alpha & Omega Semiconductor (AOSL)
46 out of 100
“Friday Sector Leaders: Semiconductors, Waste Management Stocks” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.