Micron’s fiscal fourth-quarter results, released after the close on September 30, served as the dominant catalyst for trader positioning ahead of the week’s resolution. Revenue reached $54.23 billion and adjusted EPS hit $33.42, both well above consensus, while full-year fiscal 2026 revenue surged 256% to $133.2 billion on AI-driven DRAM and HBM demand. Management guided fiscal first-quarter revenue to $60–63 billion, above prior analyst expectations, and highlighted multi-year supply agreements covering more than 35% of projected revenue through 2030. The stock closed October 1 at $1,097.39 after a 3% gain, reflecting improved visibility into pricing power and data-center growth, though broader Treasury yield movements and sector rotation remain swing factors for the week’s final print.