NOK

Nokia is attractively valued back at $10 as AI & Cloud orders surge, positioning the company for strong future growth. The telecom equipment company reported Q2'26 saw AI & Cloud revenues grow 105% to €446 million, with €2.8 billion in orders, signaling robust demand for optical networking. Nokia indicated only half of Q2's AI & Cloud orders are expected to convert to revenue within 12 months, indicating a long-term growth runway.

NOK expands its Microsoft partnership to build an AI-ready data foundation, helping telecom operators automate network operations.

Nokia and IBM have spent five years chasing similar returns, but their bets on where AI infrastructure spending lands could not be more different, and 2026 is forcing a reckoning between the two approaches.

Jim Cramer gave two nuclear and AI infrastructure plays completely opposite verdicts on the same night, and the reason comes down to a single number that separates a buy from a pass in a rising rate environment.

Long-suffering Nokia shareholders finally got the CNBC blessing this week.

Nokia is rated Buy, driven by robust AI and cloud infrastructure demand, expanding capacity, and strong order momentum. NOK's Network Infrastructure growth, margin expansion, and successful cost-cutting initiatives underpin expectations for solid EPS growth and further stock upside. Valuation at 19.89x FY27 P/E is reasonable versus peers, reflecting improved earnings quality and sector positioning.

U.S.-listed Nokia shares rise after the company announces it has extended its relationship with Microsoft to advanced AI operations for telecom providers.

Nokia shares were 6.3% higher—taking their year-to-date rise to nearly 70%—after it said it would partner with Microsoft to expand its data offering to telecommunications providers.

Nokia (NYSE:NOK | NOK Price Prediction) stock is rising in early Wednesday trading, up 6% to $10.

NOK expands DDoS protection in Spain as ESpanix deploys Deepfield Defender across Madrid and Barcelona to secure more than 200 networks.