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THE FRIDAY FIVEIssue No. 18 · October 23, 2026

THIS FRIDAY

Roper Technologies rose 14.06 percent on the same Thursday the semiconductor index fell 6.72 percent, because the market has started paying for artificial intelligence that already shows up in revenue and selling the kind that shows up in a capital plan.

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Paid This Quarter.

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01ROPRoper Technologies, Inc.Weekly moveup 14.1 percentRaised Guide02ALLEAllegion plcWeekly moveup 13.3 percentAmericas Beat03NDAQNasdaq, Inc.Weekly moveup 10.5 percentIndex Revenue04DOWDow Inc.Weekly moveup 7.3 percentEBIT Swing05PGThe Procter and Gamble CompanyWeekly moveup 5.4 percentVolume Led

Weekly move is each stock's movement during the window this issue analyzes (Week of October 15 to October 22, 2026), which closes before the issue publishes. It is not a return earned after publication. How each figure is measured →

Market pulse

Elevated risk, Cons. Staples leading

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Week of October 15 to October 22, 2026

Risk score61 / 100Elevated
Leading sectorCons. Staplesup 3.8 percent
Weakest sectorComm. Servicesdown 4.5 percent
S&P 500-1.0%This week
Sector performance, Week of October 15 to October 22, 2026LeadingNeutralSlippingLaggingS&P 500 -1.04%
Cons. Staples+3.82%
Utilities+2.93%
Financials+2.50%
Health Care+2.32%
Materials+2.23%
Energy+1.52%
Cons. Discretionary+1.41%
Real Estate+1.26%
Industrials-0.69%
Technology-3.62%
Comm. Services-4.46%
-6%0+6%

Nine of eleven sectors rose and the index still fell, because technology and communication services carry more weight between them than everything that gained.

Issue No. 18 · October 23, 2026

Paid This Quarter.

Nine of eleven sectors rose and the index still fell.

Estimated read time

In a hurry60 secondsQuick read~6 minFull research~26 min
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18Issues published
90Picks, all of them on the board
88.9%Up in their selection week
+0.8 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 85 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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