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THE FRIDAY FIVEIssue No. 17 · October 16, 2026

THIS FRIDAY

Crown Castle rose 16 percent on a tenant that has not signed anything, in the week the market stopped paying for artificial intelligence capacity and started asking who is funding it.

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This Friday's five

Who Pays For It.

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01CCICrown Castle Inc.Weekly moveup 16.1 percentSpectrum Deal02UNHUnitedHealth Group IncorporatedWeekly moveup 9.6 percentRaised Outlook03REGNRegeneron Pharmaceuticals, Inc.Weekly moveup 7.7 percentTrial Extension04KMBKimberly-Clark CorporationWeekly moveup 6.5 percentMerger Cleared05BLKBlackRock, Inc.Weekly moveup 5.2 percentRecord Inflows

Weekly move is each stock's movement during the window this issue analyzes (Week of October 8 to October 15, 2026), which closes before the issue publishes. It is not a return earned after publication. How each figure is measured →

Market pulse

Elevated risk, Health Care leading

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Week of October 8 to October 15, 2026

Risk score58 / 100Elevated
Leading sectorHealth Careup 5.4 percent
Weakest sectorTechnologydown 4.3 percent
S&P 500-0.3%This week
Sector performance, Week of October 8 to October 15, 2026LeadingNeutralSlippingLaggingS&P 500 -0.27%
Health Care+5.37%
Cons. Staples+3.91%
Real Estate+2.79%
Materials+2.62%
Energy+2.02%
Financials+1.92%
Cons. Discretionary+1.52%
Utilities+1.41%
Comm. Services+0.33%
Industrials-0.30%
Technology-4.34%
-7%0+7%

Technology fell 4.34 percent and was the only badly negative sector, while ten of eleven sectors rose and the equal weight index beat the cap weighted index by 1.75 percentage points.

Issue No. 17 · October 16, 2026

Who Pays For It.

Technology fell 4.3 percent and the average stock still rose.

Estimated read time

In a hurry60 secondsQuick read~5 minFull research~22 min
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Research is not finished when an issue publishes. Every issue is preserved with the selections it made, the labels they carried and what happened next, so the original reasoning can be read against the result, including where it was wrong.

17Issues published
85Picks, all of them on the board
88.2%Up in their selection week
+0.5 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 75 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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