Stock Market News for September 30, 2026

At a glance

On September 30, 2026, Micron Technology reported record fiscal fourth-quarter revenue of $54.229 billion and GAAP net income of $37.701 billion; HPE secured a $1.2 billion AMD Helios AI Rack order from Vultr; NCL Corporation priced $950.0 million of senior notes; Leslie’s filed prearranged Chapter 11 to eliminate ~$685 million of debt and raise $150 million in new capital.

Earnings and guidance

Micron Technology (MU) reports record fiscal fourth-quarter and full-year 2026 results with fourth-quarter revenue of $54.229 billion and GAAP net income of $37.701 billion, and fiscal 2026 GAAP net income of $84.969 billion.

Jabil (JBL) posts fourth quarter and fiscal year 2026 results reporting fiscal 2026 revenue of $35.954 billion, GAAP operating income of $1.704 billion, and diluted EPS of $9.75 for the year.

Synopsys (SNPS) details growth strategy and long-term financial model at 2026 Investor Day and guides fiscal 2027 revenue of $11.1 billion–$11.2 billion with adjusted targets including approximately 44.0% adjusted operating margin.

Conagra Brands (CAG) reports first quarter results with net sales of $2.6 billion for the quarter ended August 30, 2026 and net income of $174 million.

Cal-Maine Foods (CALM) reports first quarter fiscal 2027 results reporting net sales of $539.607 million and a net loss attributable to the company of $58.615 million for the quarter.

Vicor (VICR) raises Q3 2026 revenue guidance to expect sequential growth of more than 30% over the prior quarter, up from prior guidance of more than 20%.

Deals and acquisitions

TTM Technologies (TTMI) completes acquisition of Epiq Solutions in an all-cash transaction valued at $1.1 billion, subject to customary closing adjustments.

Hormel Foods (HRL) announces definitive agreement to acquire Brakebush from the Brakebush family for approximately $1.055 billion, expected to close in the first quarter of Hormel's fiscal 2027 subject to customary conditions.

Financings and offerings

Pyxis Oncology (PYXS) announces pricing of up to $282.6 million public offering expected to raise approximately $110 million before underwriting discounts, consisting of 36,047,919 common shares and related warrants.

Digimarc (DMRC) announces registered direct offering of common stock expected to raise approximately $18.2 million in gross proceeds, with closing on or about September 30, 2026 subject to customary conditions.

Regulatory and corporate actions

Skyworks Solutions (SWKS) receives all necessary clearances for proposed combination with Qorvo and expects to close on or about October 5, 2026, subject to satisfaction or waiver of remaining customary closing conditions.

Leslie's (LESL) announces strategic transaction and files prearranged Chapter 11 cases under an agreement to eliminate approximately $685 million (about 90%) of funded debt and secure $150 million of new capital, including debtor-in-possession financing.

Scienture Holdings (SCNX) announces reverse stock split implementing a 1-for-25 reverse split expected to take effect before markets open on October 5, 2026 to support Nasdaq minimum bid price compliance.

Leadership and strategy

Moderna (MRNA) adds Chief Operating Officer role as company expands into oncology appointing Juan Andres effective October 5, 2026 to lead manufacturing and join the Executive Committee; Chief Technical Operations and Quality Officer Jerh Collins is retiring.

Paramount Skydance (PSKY) names Ynon Kreiz co-CEO of the anticipated combined Paramount and Warner Bros. Discovery at closing with Kreiz starting at Paramount on October 5, 2026 and joining the combined company's board at closing.

Technology and product launches

DoorDash (DASH) Air unveils drone delivery system for local businesses and will begin pilot deliveries in Northern California with partners including Chipotle, Popeyes and Momo N Curry.

CoreWeave (CRWV) delivers NVIDIA Vera Rubin NVL72 performance at production scale, starting with Cognition reporting up to 4.8x total token throughput for SWE-2 inference versus a GB200 NVL72 baseline and publication of token-per-megawatt improvements.

Gen (GEN) opens Engine by Gen Savvy site for AI agents launching a Savvy insurance shopping website designed specifically for AI agents to research insurance options and produce initial rate estimates.

Cboe Global Markets (CBOE) plans launch of new KPI contracts for October 2026, proposing binary options tied to company performance measures for an initial 23 U.S.-listed companies, subject to regulatory approval.