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On September 30 Eastern Time, after Micron Technology (MU) released its fourth-quarter fiscal 2026 financial results (for the period ended September 3) after U.S. market close, its stock price reversed earlier losses to rise 2%. Micron's Q4 revenue reached $54.229 billion, up approximately 30.81% quarter-over-quarter from $41.456 billion in the previous quarter and up approximately 379.27% year-over-year from $11.315 billion in the same period last year. This surpassed market expectations of $51.5 billion, beating estimates by about 5.30%.

Micron Technology’s fiscal Q4 2026 revenue reached $54.23 billion, up about 379% year over year, while GAAP diluted EPS rose to $32.87 from $2.83. GAAP gross margin expanded to 86.8%, and operating cash flow climbed to $43.97 billion, supporting $33.20 billion of adjusted free cash flow. Core Data Center was the largest business unit at $18.00 billion of revenue. For fiscal Q1 2027, Micron guided to $61.5 billion of revenue, plus or minus $1.5 billion, with GAAP EPS of $37.84, plus or minus $1.00.

• JFrog gained upward momentum from its new Zero-Touch Remediation security product rollouts. • Enterprise demand for automated DevSecOps governance solutions supports sustainable top-line expansion. • Analysts maintain a constructive sentiment with an average price target of $111.99.

The U.S. annualized PCE growth rate slowed to 3.4% in August, pushing U.S. Treasury yields lower. U.S. stocks ended mixed, with mega-cap tech stocks leading the gains. At the close, the Dow Jones Industrial Average fell 0.86% to 50,906.05, the Nasdaq Composite Index gained 0.24% to 26,861.06, and the S&P 500 Index slipped 0.25% to 7,651.54.

Jabil Q4 FY2026 revenue rose 29% to $10.6 billion. Management forecasts $44.5 billion of FY2027 revenue as AI infrastructure demand accelerates.

FactSet’s Q4 FY2026 earnings call covered 7% organic ASV growth, rising AI and MCP adoption, record ASV generation, and FY2027 growth and margin guidance.

Conagra Brands (CAG) fiscal Q1 2027 earnings call: Q2 organic sales seen down 2%, inflation near the high end of 5%-6%, and leverage near 4x.

Cal-Maine Foods Q1 FY2027 sales fell 41.5% as egg oversupply drove a $58.6 million loss, while Prepared Foods capacity expansion continued.

• Pershing Square launched Pershing Square Ventures to expand permanent capital. • Strong quarterly performance and management fees exceeded Wall Street expectations. • Valuation debates persist despite positive technical momentum and buying interest.

• Gen Digital reaffirmed financial guidance and clarified its disciplined acquisition strategy. • Management projects performance tracking toward the upper end of raised guidance. • Technical indicators show oversold conditions despite strong cash generation and revenue.

• Robinhood shares closed lower despite new product announcements at the HOOD Summit. • Profit-taking and premium valuation multiples contributed to the session's intraday downturn. • The company reported $4.47B in annual revenue and $1.88B in net profit.

• Petrobras signed a twenty-two-year LNG supply agreement with Cheniere Energy. • Analysts maintain constructive sentiment driven by strong cash flow and valuation. • Technical indicators show mixed signals with an RSI at sixty-one.

• Jabil reported fourth-quarter results exceeding Wall Street consensus expectations. • The stock declined intraday despite strong fiscal 2027 financial guidance. • Analysts highlighted execution risks, supply chain bottlenecks, and valuation concerns.

• A major share unlock released twenty million shares, triggering heavy selling pressure. • Reports suggest key AI partners may not be utilizing Cerebras hardware. • The MACD value of -0.938 indicates a technical sell signal for Cerebras.

• ImmunityBio rallied due to strong commercial momentum for its immunotherapy ANKTIVA. • Wall Street analysts maintain a bullish consensus with an average price target of $12.75. • The company reported $113.29M in annual revenue and a net loss of $351.40M.

• Deutsche Bank issued a Buy rating with a premium price target. • FormFactor secured a second qualified probe-card supplier position for Nvidia GPUs. • Annual revenue reached $784.99 million with net profit at $54.36 million.

• Investors accumulated shares ahead of the upcoming ex-dividend date. • Itaú Unibanco issued R$5 billion in Tier 2 financial bills. • Analysts rated the company Buy with a $9.65 average price target.

TradingKey - Both Akamai (AKAM) and Cloudflare (NET) built their market foundations on global network and content acceleration services, gradually expanding into cybersecurity, cloud computing, and AI services.

According to a person familiar with the matter, the U.S. Federal Trade Commission (FTC) is reviewing the product safety of artificial intelligence companies, including OpenAI and Anthropic, to investigate whether they comply with consumer protection laws. The move comes after a series of high-profile cybersecurity incidents brought heightened attention to the safety risks of AI models.

• United Therapeutics executed an accelerated share repurchase agreement to complete its buyback program. • The FDA accepted filings for nebulized Tyvaso and ralinepag for regulatory review. • The company reported an annual revenue of $3.18B and net profit of $1.33B.