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Nokia’s (NOK) AI Network Bet Gets A Taiwan Proving Ground
Insider Monkey4d agoneutral
Nokia’s (NOK) AI Network Bet Gets A Taiwan Proving Ground

Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point. The company signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier’s network, part of a broader push toward what Nokia calls AI-native mobile […]

Nokia Oyj (NOK) Launches AI RAN Platform, Is The Valuation Already Too Rich?
Simply Wall St.5d agoneutral
Nokia Oyj (NOK) Launches AI RAN Platform, Is The Valuation Already Too Rich?

Nokia Oyj (NYSE:NOK) is back in focus after launching what it calls the first commercial AI-RAN platform for mobile networks, alongside new AI-powered network collaborations with Nvidia and Dell aimed at future 6G connectivity. See our latest analysis for Nokia Oyj. Despite the AI-RAN announcement and new partnerships, Nokia Oyj’s share price has been volatile, with a 7 day share price return of 3.74% but a 30 day decline of 20.42%, while the 1 year total shareholder return of 132.55% and 3...

What Could Nokia Oyj (HLSE:NOKIA) Gain From This Southeast Asia AI Compute Deal?
Simply Wall St.6d agoneutral
What Could Nokia Oyj (HLSE:NOKIA) Gain From This Southeast Asia AI Compute Deal?

Nokia Oyj (HLSE:NOKIA) has partnered with Ooredoo and Nvidia on a multi billion dollar AI compute platform for Southeast Asia, centered on Indonesia's Zankore platform. The collaboration focuses on building large scale AI infrastructure to support regional demand for advanced compute and digital services. The deal marks a further step in Nokia's shift toward AI focused network solutions and digital transformation projects in selected markets. Consider broadening your research to other...

Reuters6d 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
MarketBeat7d 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

Bloomberg7d 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.8d 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.19d 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...