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CIEN is expanding subsea capacity across key global routes, deploying WL6e technology on ACE and ECHO to boost international connectivity.

On September 17, B. Riley initiated coverage of Nokia Oyj (NYSE:NOK), giving the stock a Buy rating and setting the price target at $15. The firm pointed to the company’s position in telecom infrastructure, cloud software, and hardware networking solutions. Riley noted that the company’s networking businesses are seeing strong growth. In Q2 2026, Optical […]

Jim Cramer touts a former mobile phone king as an AI buy, though its Q2 cash flow raises questions.

Starting the lightning round of the September 16 episode of Mad Money, a caller asked for thoughts on Nokia Oyj (NYSE:NOK) as they highlighted the company’s partnerships with NVIDIA and Google, networking and data center buildouts, and AI defense systems. Jim Cramer replied: I like Nokia very much. I’m glad you brought it to our […]

Jim Cramer just called Nokia a strong buy, which would be great news except for one uncomfortable fact that long-suffering NOK shareholders know all too well about his track record.

The company had announced its three-year financial targets at its Investor Forum on Wednesday, including around 30% revenue growth from fiscal 2026 through fiscal 2029.

Nokia Data Suite and Microsoft Fabric will be combined to help telecom operators access network data in minutes instead of weeks

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 stock is surging while rivals Ericsson and NVIDIA barely budge, and the reason comes down to a single announcement that reframes who actually wins when AI moves into mobile networks.

One trades on speculative lunar ambitions with heavy government concentration; the other captures immediate AI infrastructure demand with $1.9B in free cash flow.

Nokia Oyj (NYSE:NOK) is supplying 800G coherent pluggable optics as Telxius upgrades international terrestrial transport networks connecting its subsea cables. Telxius plans to use Nokia optical technology to scale bandwidth and capacity on routes that support its global subsea infrastructure. In Spain, ESpanix is deploying Nokia Deepfield Defender to power a new DDoS protection service for internet exchange customers. The Telxius 800G optics rollout and ESpanix DDoS service only capture...

AT&T and Nokia are positioning for an AI-driven shift in telecom, with fiber, 5G, cloud and network technology shaping the outlook.

Nokia stock sits 42% below its summer peak, but the China retreat reports blamed for the slide arrived months after the selloff began. The real question is whether the rally that preceded it was ever built on something real.

Kratos trades at 95x forward earnings while Nokia sits at 27x, but one generates $1.7 billion in free cash flow annually and the other burned $137 million last year.

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

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.

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

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

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

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?

IDCC beat Q2 estimates, raised 2026 revenue guidance and posted record recurring revenue, but investors still face valuation and licensing-related risks.

Nokia is balancing telecom headwinds with fast-growing AI networking, cloud infrastructure and enterprise demand as investors weigh its long-term growth potential.

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AI-driven data center growth helped Nokia deliver stronger-than-expected earnings while expanding its manufacturing footprint.

NOK's Q2 earnings beat profit estimates as AI & Cloud demand lift Network Infrastructure growth, even as revenues miss expectations.

Network infrastructure growth helps offset a narrow revenue miss

Optimism grew ahead of July 23 earnings, supported by Nokia's AI networking initiatives.

Nokia heads into Q2 earnings with AI networking advances, customer wins, and a broad 5G portfolio, but competition and telecom spending remain key watchpoints.

Nokia is betting its Nvidia-powered AI-native network platform will fuel long-term growth, with Wall Street remaining broadly bullish.