Earnings wrap — Thursday, Oct 1: 4 reporters, all beats, tech-heavy tape. Micron, Jabil, FactSet, Conagra all topped consensus. $MU's $31.82 consensus was the widest bar of the night.

$MU Micron beat big: Adj EPS $33.42 vs $31.82 est (+5%), GAAP $34.00, revenue $54.2B. Memory pricing still doing the heavy lifting. $JBL Jabil: Adj EPS $4.40 vs $4.08 est (+8%), GAAP $3.80, revenue $10.6B up 28.6% yoy. Top-line growth is the headline here. $FDS FactSet: Adj EPS $4.52 vs $4.35 est (+4%), GAAP $3.41, revenue $634.7M up 6.3% yoy. Steady financial-data grind. $CAG Conagra: Adj EPS $0.41 vs $0.28 est (+44.9%), GAAP $0.36, revenue $2.6B down 1.4% yoy. Massive EPS beat on shrinking sales — margin story, not volume. THE WRAP: 4-for-4 beats, but the split matters — $MU and $JBL show tech/AI hardware demand still running hot, while $CAG's beat came on falling revenue. Watch whether the tech strength carries into the rest of earnings season.

$MU Micron beat big: Adj EPS $33.42 vs $31.82 est (+5%), GAAP $34.00, revenue $54.2B. Memory pricing still doing the heavy lifting.