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Bloomberg8h agoneutral
US Ban on Chinese Optical Parts Hurts Hyperscalers, Report Says

(Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, research firm Counterpoint warned on Wednesday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’

Is Nokia Oyj (HLSE:NOKIA) Undervalued As Strong Q2 Results And Q3 Growth Guidance Land?
Simply Wall St.1d agoneutral
Is Nokia Oyj (HLSE:NOKIA) Undervalued As Strong Q2 Results And Q3 Growth Guidance Land?

Nokia Oyj (HLSE:NOKIA) stock is back in focus after the company reported second quarter 2026 results and issued third quarter guidance that assumes a 3% to 7% quarter on quarter rise in net sales. See our latest analysis for Nokia Oyj. At a share price of €8.10, Nokia Oyj has seen the 30 day share price return fall 27.48% and the 90 day share price return fall 28.60%. However, the year to date share price return is 46.63% and the 1 year total shareholder return is 134.96%, which suggests that...

Nokia (HLSE:NOKIA) Stock May Be 24% Undervalued On AI Powered 5G Expansion
Simply Wall St.11d agoneutral
Nokia (HLSE:NOKIA) Stock May Be 24% Undervalued On AI Powered 5G Expansion

Nokia Oyj has delivered a strong 165.2% return over the past three years, yet its current valuation signals are mixed, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model suggesting the stock trades at a 24.3% discount while market based multiples look closer to fair. Over three years, Nokia Oyj is up 165.2%, which puts recent share price weakness into the context of a longer upswing that investors will want to test against current value. Growth expectations around...

Nokia Q2 Earnings Call Highlights
MarketBeat12d agoneutral
Nokia Q2 Earnings Call Highlights

Nokia (NYSE:NOK) reported 9% constant-currency net sales growth for the second quarter of 2026, with executives pointing to strong demand from AI and cloud customers and continued progress on the company’s strategy outlined at its Capital Markets Day. President and CEO Justin Hotard said the quarte

Nokia reports stronger second-quarter earnings as AI infrastructure demand accelerates (NYSE:NOK)
InvestorsHub13d agoneutral
Nokia reports stronger second-quarter earnings as AI infrastructure demand accelerates (NYSE:NOK)

Nokia (NYSE:NOK) reported stronger second-quarter results on Thursday, as surging demand for artificial intelligence infrastructure and cloud networking helped lift sales and profitability despite restructuring costs. The Finnish telecommunications equipment maker delivered solid growth across its Network Infrastructure business, while AI-related orders reached a record level during the quarter.

Nokia (HLSE:NOKIA) Delivers AI Led Defense Control For Deployable 5G Networks
Simply Wall St.13d agoneutral
Nokia (HLSE:NOKIA) Delivers AI Led Defense Control For Deployable 5G Networks

Nokia Oyj and NestAI have delivered operational AI enabled command and control capabilities for deployable 5G networks. The new tools support mission planning with assured connectivity and early threat detection in contested and denied environments. This development expands Nokia's role in defense technology beyond its traditional telecom focus. Nokia Oyj (HLSE:NOKIA) is pushing deeper into defense applications with this latest AI and 5G deployment, positioning its technology closer to...

Nokia says AI, cloud boosted sales in second quarter
AFP13d agoneutral
Nokia says AI, cloud boosted sales in second quarter

Finnish telecommunications equipment maker Nokia said that demand for its AI and cloud services drove sales higher in the second quarter, but restructuring charges ate into earnings.  "In the second quarter, our AI and cloud order intake was 2.8 billion euros while sales more than doubled year-on-year," said CEO Hotard.