KEY TAKES

• Afternoon read on the same Friday tape. QQQ finished the week green. DIA finished red. Soft payrolls landed on top of Thursday's multi-year yield high, and the Dow kept the loss.
• ACN is the liquid mega-cap tell, up 14.7% to $201.95 from $176.11, after a 4.9% down Friday. The small-cap wires are the carry beside that mark.
• Claim the stock ticker Marc Chaikin promised on his new retirement pick (From MarketWise)
• The carry still has dates on it: KOD, AMOD, QTEX, FEAM, and NXL. Monday opens against the index split and those five.

Saturday morning walked the wires one name at a time. This close is what a book has to mark. From the Sep 25 close to Friday midday, SPY slipped 0.3% to 769.32, QQQ added 0.7% to 749.85, and DIA lost 1.4% to 510.24. September payrolls printed 29,000 against about 90,000 expected, and October hike odds collapsed on the print.

Accenture is the stock a large account could hold through the split. Thursday's fourth-quarter report did the lifting. Friday took 4.9% back. The week still ends at $201.95, up 14.7%. AI-services demand got paid on a week the Dow index finished red. Exposed into Monday: duration books if yields bounce, and accounts that marked ACN off Thursday's high with no room for Friday's giveback.

THE CARRY

KOD +177% wk — $89.57. DAYBREAK endpoints met Monday. BLA window in 4Q2026. About 1.21 million shares Friday.

AMOD +106% wk — $3.39. 3,170 BTC into the subsidiary. Friday 8-K carries the Nasdaq letter. About 167.5 million shares.

QTEX +53% wk — $1.19. Oct 1 cryogenic AME test at 20 mK, isolation above 100 dB.

FEAM +36% wk — $3.81. Searles Valley Minerals acquisition completed Friday morning.

NXL +27% wk — $5.57. Brazil distribution Thursday. Friday gave back part of a 74% day.

ACN +14.7% wk — $201.95 from $176.11. Thursday Q4 did the lift. Friday was down 4.9%. Liquid mega-cap tell.

Under that five, AISP rose 17.9% on $29.0 million of firm fixed-price DHS awards dated Oct 1. A clean government wire. It sits under the five, on the carry sheet with them.

THE SIGNAL

The week made growth duration cheaper than the Dow. QQQ green, DIA down 1.4%, and ACN still up 14.7% after a red Friday. Keep the dated wires. Mark Accenture on its own line, apart from the micro-cap percents.

Wrong if: DIA leads QQQ on Monday and ACN's week gain unwinds before the open on a yield bounce.

HEADLINE

“Cooler U.S. Jobs Growth Supports A Federal Reserve Pause In October”

SeekingAlpha via QuoteMedia | Friday Oct 2, 11:04 ET

Read the jobs line as the record of the index split. The pause paid QQQ and ACN. DIA kept the red week. Thursday's yield high is what Monday inherits.

THE TAPE LESSON

Lock the carry into Sunday. KOD's Phase 3 print and AMOD's listing letter are the two single-name wires with a date and a follow-through question. ACN is the name a large book already had to mark. Empty percent stays off the sheet. Sunday's job is the dated Japan sale, a different headline from this jobs line.

HANDPICKED FOR YOU

See you Sunday.

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Signal over noise. Weekend close. QQQ green. DIA red. ACN marked.