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Changes the Story,’ Says Top Investor About AMD Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2672765572","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672765572?lang=en_us&edition=fundamental","pubTime":"2026-10-01 23:28","pubTimestamp":1790868510,"startTime":"0","endTime":"0","summary":"AMD (NASDAQ:AMD) has had a huge run over the past year as investors have piled into the chipmaker’s growing role in artificial intelligence. 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Technology's Strategic Customer Agreements Provide 'Meaningful' Downside Protection, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2672763323","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672763323?lang=en_us&edition=fundamental","pubTime":"2026-10-01 22:53","pubTimestamp":1790866386,"startTime":"0","endTime":"0","summary":"Micron Technology's  strategic customer agreements provide \"meaningful\" downside protection even if some customers miss honoring their commitments, RBC Capital Markets said in a Wednesday note.The company's strategic customer agreements rose to 26 from 16 in the prior quarter with remaining performance obligation recorded at about $150 billion, which the company stated will account for over 35% of its total revenue through 2030, according to the note. The increase in strategic customer agreements point to customer confidence in demand sustainability in the sector, RBC analysts said.Micron's floor pricing agreements are being not fully valued by the market, and there is room for \"sizeable\" multiple expansion even if its strategic customer agreements are only partially effective, the analysts said.The company's recent financial results and guidance were slightly ahead of RBC's expectations. Micron posted fiscal Q4 adjusted earnings of $33.42 per diluted share and revenue of $54.23 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