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✕ clear all filtersticker: NOKSentiment:bullishneutralbearishshow all (incl. clickbait)
Reuters5d agoneutral
Qatar's Ooredoo leads $800 million investment in AI platform Zankore

Qatari telecommunications services provider Ooredoo is expanding its AI computing ambitions through an investment in ‌Zankore, a dedicated AI compute and neocloud platform being ‌developed with Indosat Ooredoo Hutchison, Nokia and Nvidia, it said on Thursday. As founding shareholder and lead investor with a 49% stake, Ooredoo will commit about $800 million to Zankore's launch and initial development • The initial investment is expected to contribute approximately $600 million in cumulative ‌EBITDA over its first ⁠five years, according to current estimates • Zankore, which will initially be developed in Indonesia before expanding ⁠across Southeast Asia, is targeting 1 gigawatt of NVIDIA DSX A...

Inseego Q2 Earnings Call Highlights
MarketBeat6d agoneutral
Inseego Q2 Earnings Call Highlights

Inseego (NASDAQ:INSG) reported second-quarter 2026 revenue of $44 million, exceeding the high end of its guidance range and rising 28% sequentially and 9% from a year earlier. The company said product revenue and late-quarter carrier orders helped drive the result, though those orders also pressured

Bloomberg6d 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’

Bloomberg18d agobullish
Profits Are Beating a High Bar and Traders Still Aren’t Enthused

(Bloomberg) -- Corporate earnings strong enough to beat the highest expectations in years have failed to impress investors fretting about AI spending and economic growth.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearAbo

Nokia Q2 Earnings Call Highlights
MarketBeat19d 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)
InvestorsHub19d 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.

Ericsson Q2 Earnings Call Highlights
MarketBeat28d agoneutral
Ericsson Q2 Earnings Call Highlights

Ericsson (NASDAQ:ERIC) reported a modest organic sales decline for the second quarter of 2026 while maintaining strong margins, as management highlighted disciplined execution, ongoing cost controls and a leadership transition that will see Per Narvinger take over as chief executive in October. Pre

‘Dinosaur’ Tech Stocks Reborn as AI Fuels $1.7 Trillion Rally
Bloomberg73d agobullish
‘Dinosaur’ Tech Stocks Reborn as AI Fuels $1.7 Trillion Rally

(Bloomberg) -- They were all stars of the dot-com era before fading into the background as the bubble burst and a new generation of tech darlings rose to the forefront. But Dell Technologies Inc., Nokia Oyj and Lenovo Group Ltd. are back with a vengeance thanks to the unrelenting artificial intelligence spending boom.Most Read from BloombergStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseCVS Returns Zepbound to Drug Plans

Key Themes to Watch at Asia’s Biggest AI Tech Show
Bloomberg74d agoneutral
Key Themes to Watch at Asia’s Biggest AI Tech Show

(Bloomberg) -- Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing bottlenecks in the supply of essential components like memory chips to the rise of challengers to Nvidia at the apex of the semiconductor hierarchy.Most Read from BloombergSingapore Hands Byju's Founder His First E

Nokia’s 140% Rally Turns AI Comeback Into Valuation Puzzle
Bloomberg77d agobullish
Nokia’s 140% Rally Turns AI Comeback Into Valuation Puzzle

(Bloomberg) -- A rally in Nokia Oyj is forcing investors to reconsider the company not as an old telecom-equipment stock, but as part of the infrastructure underpinning the artificial intelligence boom.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps R

Blaize Q1 Earnings Call Highlights
MarketBeat89d agoneutral
Blaize Q1 Earnings Call Highlights

Blaize (NASDAQ:BZAI) executives said the company remains on track for its full-year 2026 revenue target despite a first-quarter revenue shortfall tied to constrained availability of AI servers using high-bandwidth memory. Chief Executive Officer Dinakar Munagala said on the company’s first-quarter