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Nokia Oyj stock has delivered a strong 200.5% return over the past 3 years, yet its valuation picture is mixed, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to 15.9% upside while market multiples suggest the shares screen as expensive. That split leaves investors weighing a DCF based case for the stock being undervalued against traditional ratios that indicate limited value support at the current price of US$10.76. Over the past 3 years Nokia Oyj has returned 200.5%,...

European equities traded in the US as American depositary receipts were tracking lower late Friday m

VZ and NOK are expanding their telecom strategies for AI-driven demand, with different strengths in connectivity and infrastructure.

A single quote from Lumentum's CEO reveals just how staggering the AI networking buildout has become, and it reframes why a handful of optical companies that spent a decade going nowhere are now posting the kind of share gains that make investors question everything they thought they knew about this space.

Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that most headlines missed.

European equities traded in the US as American depositary receipts were higher late Thursday morning

Nokia stock has surged nearly 150% over the past year on the promise of AI-powered 6G, and now Nvidia and T-Mobile are putting that promise to a real-world test. What the trial results could mean for shareholders depends on a question Nokia has not yet answered.

Lumentum's blowout earnings lit a fire under the entire optical networking sector, sending rivals surging despite having nothing new to report themselves. Here is what the synchronized rally reveals about where AI infrastructure money is flowing next.

European equities traded in the US as American depositary receipts were edging lower late Wednesday

NOK's shares have slumped 28.7%, but AI infrastructure growth and stronger networking demand could offer a path to recovery.

European equities traded in the US as American depositary receipts were tracking higher late Tuesday

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 […]

European equities traded in the US as American depositary receipts were trending higher late Friday

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...

The company will take a 49% stake in Zankore, targeting AI-driven data centre growth across Southeast Asia.

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...

Nokia insiders are buying as the company doubles down on its AI-powered future with Nvidia.

The mobile telecom industry's infrastructure is about to be asked to do something it was never expected to do.

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...

In an exclusive interview with Fortune, the CEO of Qatar’s Ooredoo reveals why Southeast Asia represents the next big play in its transformation from traditional telco to leading digital infrastructure provider

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

ADTN has plunged 46.2% in three months as execution issues hit margins, but fiber broadband and AI networking trends keep its long-term growth story alive.

ADTN's fiber broadband and AI networking opportunities remain strong, but execution challenges and weaker earnings outlook suggest patience may be the better strategy.

ADTN is expanding its AI networking portfolio, but execution issues and margin pressure may delay the payoff from growing AI infrastructure demand.

European equities traded in the US as American depositary receipts were edging higher late Wednesday

(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’

These companies have strong, established businesses with excellent growth prospects.

Ericsson posts stronger margins despite weaker revenues, highlighting disciplined execution as investors assess the path to renewed growth.

Ericsson offers attractive value and resilient margins, but slower carrier spending and muted growth leave investors weighing whether to buy now or wait.

Ericsson shares have slid 13.8% in three months, but improving margins, cost discipline and 5G investments raise the question: Is the pullback an opportunity?