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‘Dinosaur’ Tech Stocks Reborn as AI Fuels $1.7 Trillion Rally
Bloomberg77d 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
Bloomberg78d 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

Assessing Nokia (HLSE:NOKIA) Valuation As AI Networking Push Draws Fresh Market Attention
Simply Wall St.79d agoneutral
Assessing Nokia (HLSE:NOKIA) Valuation As AI Networking Push Draws Fresh Market Attention

Nokia Oyj (HLSE:NOKIA) has moved further into AI infrastructure with the launch of its AI Networking Innovation Lab in Sunnyvale, California. The lab focuses on next generation data center networking for artificial intelligence workloads. See our latest analysis for Nokia Oyj. The recent AI-focused announcements come against a backdrop of very strong momentum, with a 30 day share price return of 41.6%, a 90 day share price return of 105.51% and a 1 year total shareholder return of 188.13% at...

Had You Invested $1,000 in Nokia 5 Years Ago, Here’s What You’d Have Now
24/7 Wall St.79d agoneutral
Had You Invested $1,000 in Nokia 5 Years Ago, Here’s What You’d Have Now

From Dead Money to AI Darling For most of the past decade, Nokia (NYSE: NOK) was the patience trade nobody wanted. The Finnish telecom equipment maker spent years restructuring under former CEO Pekka Lundmark, cutting costs, and watching Ericsson, Huawei, and Samsung carve up the 5G market while shareholders received a thin dividend and not ... Had You Invested $1,000 in Nokia 5 Years Ago, Here’s What You’d Have Now

Forget Cisco: Nokia Is the AI Networking Stock Nobody’s Watching
24/7 Wall St.80d agoneutral
Forget Cisco: Nokia Is the AI Networking Stock Nobody’s Watching

Cisco Systems (NASDAQ: CSCO) is the AI networking name dominating every screen this month, with shares up 54.9% year to date on the back of a raised $9.0 billion FY26 AI infrastructure order target. But here is what investors should actually be watching. The Cisco Trade Is Crowded and Fully Priced Cisco opened Wednesday at ... Forget Cisco: Nokia Is the AI Networking Stock Nobody’s Watching

Nokia’s 140% Rally Turns AI Comeback Into Valuation Puzzle
Bloomberg81d 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

Nokia (NOK) Wins UK Appeal Blocking Acer and Asus Video Patent Lawsuits
Insider Monkey85d agoneutral
Nokia (NOK) Wins UK Appeal Blocking Acer and Asus Video Patent Lawsuits

Nokia (NYSE:NOK) is one of the best multibagger stocks to buy in 2026. On May 12, Nokia won a UK Court of Appeal ruling that permanently blocks London lawsuits brought by Acer and Asus, canceling an upcoming trial over video coding patents. The decision overturns a previous High Court ruling that had favored the Taiwanese […]

Why Penguin Solutions (PENG) Stock Is Up Today
StockStory86d agoneutral
Why Penguin Solutions (PENG) Stock Is Up Today

Shares of semiconductor maker Penguin Solutions (NASDAQ:PENG) jumped 3.5% in the afternoon session after the company appointed David Heard, President of Network Infrastructure at Nokia, to its board of directors to bolster its AI-focused strategy.

How Nokia Executive’s Board Arrival Will Impact Penguin Solutions (PENG) Investors
Simply Wall St.87d agoneutral
How Nokia Executive’s Board Arrival Will Impact Penguin Solutions (PENG) Investors

Penguin Solutions, Inc. has added David Heard, President of Network Infrastructure at Nokia and former Infinera CEO, to its board of directors as of May 18, 2026, bringing decades of leadership across major telecom and infrastructure companies. His background in scaling complex network and infrastructure businesses is particularly relevant as Penguin Solutions pushes further into converged memory and AI infrastructure for its AI Factory Platform. We’ll now examine how Heard’s board...