$Nokia Oyj(NOK.US)is nokia still a good stock to buy, did not sell it when it up, down it hurt so bad, not sure when will be the time again? anyone holding it at a lost?
NOK260424P9000.US
NOK260424P9000----
Share your thoughts
Write something you'd like to share with our community...
- R
This week is packed with market-moving catalysts. I expect Nokia to beat earnings with resilient telecom demand, while Intel should crush expectations as AI momentum and execution continue improving. A strong showing from both could boost semiconductor and tech sentiment heading into the FOMC meeting.
โ๏ธ [Task Coins Giveaway] Daily Market Talk โ Alphabet's $200B Capex Bill Comes Due
The AI capex bill everyone was dreading finally landed. Alphabet beat on sales and grew Cloud 82%, but guided 2026 spending to a staggering $195-205B, swung to negative free cash flow, and fell about ...
- E
Next week will be huge...many big names reporting.
Texas Instruments $Texas Instruments(TXN.US) Intel $Intel(INTC.US) Tesla $Tesla(TSLA.US) Google $Alphabet(GOOGL.US) GE Vernova $GE Vernova(GEV.US) Nokia $Nokia Oyj(NOK.US) STMicroelectronics $STMicroelectronics NV(STM.US) TE Connectivity $TE Connectivity(TEL.US) IBM $IBM(IBM.US) ServiceNow $ServiceNow(NOW.US)
- H
โก ๐๐๐๐๐๐: Nokia Unveils Commercial AI-RAN Platform With Nvidia - $Nokia Oyj(NOK.US) $NVIDIA(NVDA.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐จ๐ค๐ข๐ launches the industry's first commercial ๐๐-๐๐๐ platform.โค Platform developed in partnership with ๐๐ฏ๐ข๐๐ข๐.โค Built on ๐๐จ๐ค๐ข๐ ๐๐ง๐ฒ๐๐๐ software and ๐๐ฏ๐ข๐๐ข๐ ๐๐๐ซ๐ข๐๐ฅ AI-RAN.โค Platform demonstrated more than ๐ญ๐ฐ๐๐ง๐ญ๐ฒ ๐ฉ๐๐ซ๐๐๐ง๐ญ spectral efficiency gains.โค Nokia targets ๐๐ข๐๐ญ๐ฒ ๐ฉ๐๐ซ๐๐๐ง๐ญ efficiency gains by 2027.โค Company aims for over ๐จ๐ง๐ ๐ก๐ฎ๐ง๐๐ซ๐๐ ๐ฉ๐๐ซ๐๐๐ง๐ญ gains by 2028.โค Platform supports ๐๐จ๐ฎ๐ซ๐, ๐๐ข๐ฏ๐๐, and future ๐ฌ๐ข๐ฑ๐ networks.โค Commercial availability is planned for ๐ญ๐ฐ๐๐ง๐ญ๐ฒ ๐ญ๐ฐ๐๐ง๐ญ๐ฒ-๐ฌ๐๐ฏ๐๐ง.โค ๐๐๐ซ๐ฏ๐๐ฅ๐ฅ provides AI-accelerated merchant silicon for the platform.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ๐ฌ:๐๐ฎ๐ฌ๐ญ๐ข๐ง ๐๐จ๐ญ๐๐ซ๐, President and Chief Executive Officer at Nokia:"AI-RAN is the biggest innovation in radio in decades. Nokia's anyRAN software, powered by Nvidia's Aerial AI-RAN platform, unlocks greater performance from the spectrum operators already have."๐๐๐ง๐ฌ๐๐ง ๐๐ฎ๐๐ง๐ , Chief Executive Officer of Nvidia:"a generational shift for operators." - E
Morgan Stanley: Comparing Nokia and Ciena
AI & Cloud Exposure> Revenue Mix: Around 50% of Ciena's Group revenues are derived from cloud customers, compared to under 10% for Nokia. However, Nokia's AI and Cloud segment grew 49% YoY in Q1 and is estimated to reach roughly 30% of Group revenue by the end of the decade. > Market Demand: Hyperscaler capex is driving massive demand for optical networking kit. Combined hyperscaler capex reached $600 billion in 2025 and is projected to scale to $1.1 trillion in 2026 and $1.7 trillion by 2030.Product & Technology Face-off> Ciena: Holds technology leadership via its WaveLogic franchise, specifically the WaveLogic 6 Extreme (WL6e) supporting 1.6 Tb/s wavelengths. It maintains a dominant 63% market share in Long-Haul Data Center Interconnect (DCI).> Nokia: Rapidly closing the gap following its acquisition of Infinera in 2025. Nokia aims to deliver 4 new DSPs by H2 2027 (up from 2 currently), though Morgan Stanley highlights some execution risk given their historical cadence of 1 DSP every 4 years.Production & Supply Chain Strategy> Nokia (Vertically Integrated): Operates advanced Indium Phosphide (InP) fabrication facilities in San Jose and a packaging center in Pennsylvania. It is expanding its San Jose fab capacity by 25x and its Pennsylvania packaging capacity by 10x, backed by US CHIPS Act funding. This vertical integration could help Nokia capture market share during tight supply conditions.> Ciena (Fabless Model): Follows an asset-light, fabless manufacturing strategy. It designs its own proprietary DSPs but relies entirely on external merchant foundries like TSMC for silicon fabrication, alongside third parties for packaging and optical assembly.Technical/Geopolitical Tailwinds> The "Western Supplier" Premium: Both Ciena and Nokia are heavily benefiting from the geopolitical "Rip and Replace" structural cycle, which has effectively frozen out low-cost Chinese infrastructure competitors (like Huawei) from Western Tier-1 telco and hyperscale builds. > The Supply vs. Demand Dynamics: While Ciena enters the year with a massive $7.8 billion order backlog proving that demand is robust, it faces component tightness. Morgan Stanley sees this supply-constrained environment as a massive tactical advantage for Nokia's heavily vertically integrated Indium Phosphide (InP) manufacturing model.$Nokia Oyj(NOK.US) $Ciena(CIEN.US)
- H
โก ๐๐๐๐๐๐: $Nokia Oyj(NOK.US) Nokia Defense and NestAI Advance AI Battlefield Technology Partnership
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐จ๐ค๐ข๐ ๐๐๐๐๐ง๐ฌ๐ and NestAI advanced their strategic defense technology partnership.โค Partnership follows Nokia's and Tesi's ๐๐๐ ๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง joint investment announced in November 2025.โค Companies are developing ๐ญ๐ก๐ซ๐๐ integrated battlefield capabilities for European defense forces.โค Nokia's deployable ๐๐ networks will integrate with ๐๐๐ฌ๐ญ๐๐ for command, control, and autonomous operations.โค NestOS will incorporate Nokia's ๐ซ๐๐๐ข๐จ-๐ง๐๐ญ๐ฐ๐จ๐ซ๐ค planning models for mission connectivity.โค Companies will combine ๐๐๐ซ๐ฅ๐ฒ-๐๐๐ญ๐๐๐ญ๐ข๐จ๐ง and multi-sensor tracking for threat awareness.โค Technologies are designed for ๐๐๐ง๐ข๐๐ ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐๐๐ญ๐ข๐จ๐ง๐ฌ, electronic attacks, and drone threats.โค Systems are built to ๐๐๐๐ operational requirements using European-developed technology.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Expands Europe's ๐ฌ๐จ๐ฏ๐๐ซ๐๐ข๐ ๐ง ๐๐๐๐๐ง๐ฌ๐ ๐๐ and secure communications capabilities.โค Combines AI, sensing, and ๐๐ to support next-generation battlefield operations.โค Strengthens Nokia's presence in the growing ๐๐๐๐๐ง๐ฌ๐ ๐ญ๐๐๐ก๐ง๐จ๐ฅ๐จ๐ ๐ฒ market.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "Defense is moving quickly to adopt AI-enabled capabilities, from mission planning to unmanned operations. But AI only works in the field when it has secure, resilient connectivity behind it." โ ๐๐ข๐ค๐ค๐จ ๐๐๐ฎ๐ญ๐๐ฅ๐, Chief Geopolitical & Government Relations Officer and Chairman, Nokia Defense.โค "The partnership addresses the real conditions European forces face, from the network underneath to the threats at the edge, on technology that Europe develops and controls." โ ๐๐๐ญ๐๐ซ ๐๐๐ซ๐ฅ๐ข๐ง, Founder and Executive Chairman of NestAI. - H
$Nokia Oyj(NOK.US) | Bank of America Securities ๐ซ๐๐ข๐ญ๐๐ซ๐๐ญ๐๐ฌ ๐๐ฎ๐ฒ on ๐๐จ๐ค๐ข๐, ๐ฆ๐๐ข๐ง๐ญ๐๐ข๐ง๐ฌ ๐๐ ๐๐ญ $๐๐.๐๐
- N
$Nokia Oyj(NOK.US)nokia havw a sudden fall today? any bad news in the market? or ai stocks dropping today? wull it gies up?
- M
$Nokia Oyj(NOK.US)This stock still lagging behind other AI infrastructure stocks, will catch up soon.
- N
$Nokia Oyj(NOK.US)bearish or bullish
- I
$Nokia Oyj(NOK.US) grew its AI and cloud revenue almost 50 percent last quarter but the stock barely moves. boring telco that's quietly turning into an AI infra supplier. anyone here holding for the turnaround or is it just dead money
- I
Nokia bounced around all month and gave back a lot, down 8% Friday to $13. the AI autonomous networks angle is real but the chart is ugly. it's a slow burn position for me, not adding on a down week.
- M
$Nokia Oyj(NOK.US)ย It still doesn't go up, are we supposed to keep developing in a sneaky way?
- I
Nokia quietly stacking deals, Google Cloud Gemini into their network software and the AWS autonomous networks tie up. boring telco slowly turning into an AI infra play. small position, just letting it ride.
- E
nokia is the quiet AI optical play nobody talks about at the kopi table. JPMorgan just bumped the target from $14 all the way to $21 on roughly a billion euro of AI and cloud optical-networking orders, yet the stock's already pulled back about 22% from its June 3 high to around $13.70. so the question is whether the cooldown is the market fading the hype or just front-running a soft Q2. risk-reward looks decent here if you believe the order book is real, but i'd size it small with earnings around the corner.
- D
$Apple(AAPL.US)
I wonder how Apple is going to assert itself moving forward in this AI dominated environment and future. They have already outsourced their AI capabilities and are only interested in incorporating it into their products without incurring the buildout costs. Which means they are affected by whatever prices the AI companies they outsource to quote them.
They already mentioned rising memory prices will affect product prices in the future. I wonder how much costs will be passed on to customers moving forward and if another company might take advantage of this and capitalise. They really look like taking the path of Nokia. Will we see the rise of another Apple?
@Bridge Buzz SG
Trade Showcase: Trade, Show & Earn Rewards! - H
โก ๐๐๐๐๐๐: $Nokia Oyj(NOK.US) Nokia and Databricks Complete AI-Driven Autonomous Network Data Platform PoC
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐จ๐ค๐ข๐ and ๐๐๐ญ๐๐๐ซ๐ข๐๐ค๐ฌ completed a joint proof of concept for autonomous networks.โค PoC demonstrated a ๐ฎ๐ง๐ข๐๐ข๐๐, ๐๐ฅ๐จ๐ฎ๐-๐๐ ๐ง๐จ๐ฌ๐ญ๐ข๐ data platform for AI-driven operations.โค Testing simulated ๐ญ๐ข๐๐ซ-๐ ๐ญ๐๐ฅ๐๐๐จ๐ฆ-scale real-time performance management analytics.โค Architecture enabled ๐ฅ๐๐ซ๐ ๐-๐ฌ๐๐๐ฅ๐, ๐ซ๐๐๐ฅ-๐ญ๐ข๐ฆ๐ data ingestion for AI agents.โค Solution addressed telecom ๐๐๐ญ๐ ๐ฌ๐ข๐ฅ๐จ๐ฌ across operational and business systems.โค Data pipelines were created once and deployed across ๐ฆ๐ฎ๐ฅ๐ญ๐ข๐ฉ๐ฅ๐ ๐ฉ๐ฅ๐๐ญ๐๐จ๐ซ๐ฆ๐ฌ without modification.โค PoC successfully ran on both ๐๐๐ญ๐๐๐ซ๐ข๐๐ค๐ฌ and an open-source technology stack.โค Technical advances included ๐ฏ๐๐ง๐๐จ๐ซ-๐ง๐๐ฎ๐ญ๐ซ๐๐ฅ data logic and automated workflow translation.โค AI agent generated new ๐๐๐ญ๐ ๐ฉ๐ซ๐จ๐๐ฎ๐๐ญ๐ฌ from natural language prompts.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Unified data platforms are critical for scaling ๐๐-๐๐ซ๐ข๐ฏ๐๐ง autonomous telecom networks.โค Cloud-agnostic architecture could reduce ๐ฏ๐๐ง๐๐จ๐ซ ๐ฅ๐จ๐๐ค-๐ข๐ง for operators.โค Automated AI decision-making may improve ๐ง๐๐ญ๐ฐ๐จ๐ซ๐ค ๐๐๐๐ข๐๐ข๐๐ง๐๐ฒ and operations.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "Teaming up with Databricks represents a big step as we work toward building the types of data foundations required for next-generation autonomous networks." โ ๐๐ ๐ฎ๐ณ ๐๐ฎ๐ง๐๐ฒ, CTO AI and Autonomous Networks, Nokia.โค "Our collaboration with Nokia demonstrates how a unified data platform can help simplify operations and unlock the value of AI across network domains." โ ๐๐๐ฏ๐๐ฌ๐ก ๐๐ข๐ฅ๐ฅ๐๐ฒ, Global Head of Telecommunications Industry, Databricks. - H
โก ๐๐๐๐๐๐: Nokia Expands AWS Partnership to Deliver AI-Powered Autonomous Networks - $Nokia Oyj(NOK.US) $Amazon(AMZN.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐จ๐ค๐ข๐ and ๐๐๐ expanded collaboration to run Autonomous Network Fabric on AWS.โค Platform availability is expected ๐ฅ๐๐ญ๐๐ซ ๐ข๐ง ๐๐๐๐.โค Solution targets ๐๐๐ฏ๐๐ฅ ๐ ๐ง๐๐ญ๐ฐ๐จ๐ซ๐ค ๐๐ฎ๐ญ๐จ๐ง๐จ๐ฆ๐ฒ for telecom operators.โค Platform combines AI-powered anomaly detection, root cause analysis, and closed-loop resolution.โค Core capabilities include ๐ฎ๐ง๐ข๐๐ข๐๐ ๐๐๐ญ๐, agentic AI, digital twins, and intent-based networking.โค AWS integration leverages ๐๐ฆ๐๐ณ๐จ๐ง ๐๐๐๐ซ๐จ๐๐ค and ๐๐ฆ๐๐ณ๐จ๐ง ๐๐๐ ๐๐๐๐ค๐๐ซ AI services.โค Nokia says the cloud-native design reduces ๐๐จ๐ฆ๐ฉ๐ฎ๐ญ๐ and ๐ฌ๐ญ๐จ๐ซ๐๐ ๐ requirements.โค Operators using Nokia's platform achieved ๐จ๐ฏ๐๐ซ ๐๐% automation rates.โค Service delivery times reached ๐ ๐ก๐จ๐ฎ๐ซ๐ฌ ๐จ๐ซ ๐ฅ๐๐ฌ๐ฌ with minimal interruptions.โค Network slice rollout times were reduced by ๐ฎ๐ฉ ๐ญ๐จ ๐๐%, according to Nokia.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Autonomous networks can lower operating costs and improve service reliability.โค AI-driven automation may accelerate telecoms' transition to ๐ฌ๐๐ฅ๐-๐ฆ๐๐ง๐๐ ๐ข๐ง๐ networks.โค The partnership strengthens Nokia's position in the ๐๐-๐ฉ๐จ๐ฐ๐๐ซ๐๐ telecom infrastructure market.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "Autonomous networks have gone from far-off vision to business imperative. Together with AWS, we're building a platform that scales operators' ambitions while maintaining the control and governance they need." โ ๐๐ ๐ฎ๐ณ ๐๐ฎ๐ง๐๐ฒ, CTO of AI and Autonomous Networks at Nokia.โค "The collaboration aims to compress years of transformation into months, delivering step-change improvements in cost efficiency and revenue growth." โ ๐๐ฆ๐ข๐ซ ๐๐๐จ, Global Director for Telco Solutions at - E
nok popped almost 7% and i totally missed it sia. JPMorgan bumped the target from 14 to 21 on those AI optical-networking orders, and google cloud is putting gemini into nokia's software. boring telecom turning into an AI infra play? this dark horse is interesting.
- ~
a target jump from 14 to 21 in one go always makes me suspicious. one bank, one big optical order, one good day. real question is whether the AI networking revenue actually recurs or it's a one-off. waiting for the next quarter before i chase $Nokia Oyj(NOK.US) up here.
