Airport Traffic Record - TSA reported a record of 3,133,924 passengers screened on November 30, 2025, marking the highest number in TSA's history [2][3] - The previous record was 3,096,797 passengers screened on June 22, 2025, indicating a significant increase in travel activity [3] - All top 10 busiest travel days in the U.S. have occurred in 2024 or 2025, showcasing a trend of increasing air travel [3] Impact on Airline Stocks - The record passenger numbers could positively impact airline stocks, as increased traffic may lead to higher revenues for airlines [4][6] - Major U.S. airlines such as American Airlines, Delta Air Lines, United Airlines, and Southwest Airlines are expected to benefit from the record traffic and likely fully-booked flights [6] - Despite potential revenue disruptions from a recent government shutdown, the Thanksgiving traffic surge could help mitigate weaker-than-expected quarterly results [6] ETF Performance - The US Global Jets ETF, which includes major airline stocks, closed up 1.71% to $26.65, approaching a 52-week high [7] - Strong earnings results from the airlines could further benefit the ETF and the overall sector [7]

For Wall Street, flight cancellations may not be the worst thing. ...