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THE FRIDAY FIVEIssue No. 11 · September 4, 2026

THIS FRIDAY

Dell Technologies added 25 billion dollars to its own annual revenue forecast in a single quarter, and it did so in the same week crude settled 8.87 percent higher on new strikes against Iran while gold fell 5.04 percent.

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Oil Went Up, Fear Did Not.

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01DELLDell TechnologiesWeekly moveup 9.3 percentAI backlog raise02CFCF Industries HoldingsWeekly moveup 9.6 percentNitrogen supply shock03DEDeere & CompanyWeekly moveup 11.5 percentFarm cycle turn04GTLBGitLabWeekly moveup 10.0 percentSoftware beat and raise05BBYBest BuyWeekly moveup 4.7 percentRaise sold, then reclaimed

Weekly move is each stock's movement during the window this issue analyzes (Week of August 27 to September 3, 2026), which closes before the issue publishes. It is not a return earned after publication. How each figure is measured →

Market pulse

Elevated risk, Energy leading

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Week of August 27 to September 3, 2026

Risk score61 / 100Elevated
Leading sectorEnergyup 3.7 percent
Weakest sectorIndustrialsdown 2.4 percent
S&P 500+0.2%This week
Sector performance, Week of August 27 to September 3, 2026LeadingImprovingNeutralSlippingLaggingS&P 500 +0.22%
Energy+3.74%
Comm. Services+1.77%
Financials+1.17%
Health Care+0.98%
Cons. Discretionary+0.50%
Cons. Staples+0.21%
Utilities-0.35%
Real Estate-0.92%
Materials-1.15%
Technology-1.40%
Industrials-2.37%
-5%0+5%

New strikes against Iran on September 1 sent Brent 8.87 percent higher to a 95.63 dollar settlement, and the market treated it as one industry supply problem rather than a systemic threat.

Issue No. 11 · September 4, 2026

Oil Went Up, Fear Did Not.

The market repriced one input cost and refused to reprice risk.

Estimated read time

In a hurry60 secondsQuick read~5 minFull research~22 min
Read Issue No. 11

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11Issues published
55Picks, all of them on the board
85.5%Up in their selection week
−0.6 ptsVs. S&P 500, one week after publication

Read the two measures apart. The selection-week figure covers the window each pick was screened from, which ends before the issue publishes: names are chosen partly for having moved, so a strong number there is the screen describing itself. The last column starts at the publication close, across 45 picks whose window has completed, and it is the only one that could have come out the other way. Where a window is not complete, the Scoreboard says so rather than estimating.

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