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Nokia Rallies on Inseego Deal and AI-Fueled Momentum

The rally signals investor confidence in Nokia's shift toward optical and IP gear for AI data centers.

Overview

  • Nokia shares climbed about 6% Friday to roughly $13.65, pushing year-to-date gains past 113%.
  • Nokia will transfer its Fixed Wireless Access customer-premises gear used for 5G home internet to Inseego, take an 11% stake, and invest $10 million, with closing targeted for the fourth quarter of 2026.
  • First-quarter net sales rose 4% to $5.26 billion as revenue from AI and cloud customers jumped 49%, and the company cited roughly €1 billion in AI-related orders.
  • Arete Research upgraded the stock to buy, Morgan Stanley kept an overweight view, and CNBC’s Jim Cramer called Nokia a winner, reinforcing bullish interest.
  • Nokia raised its quarterly dividend to $0.0468 and kept its 2026 operating profit outlook at $2.34 billion to $2.93 billion.