A thread at WebmasterWorld named Click Adjustment Upward? reports many are seeing adjustments being made to their accounts where Google is giving them more money. I personally saw a small adjustment to lower the payment made to my account, but I probably am not a representative sample.
One member reports "Instead of having 2 of the worst earnings days in 12 months, I have the 2nd and 4th best days of all time."
Good news!