"Shares of Nokia ( NASDAQ: NOK) surged 25% yesterday after Nvidia ( NASDAQ: NVDA) announced a $1 billion strategic investment to accelerate AI-powered 6G infrastructure development. The stock rocketed from $6.41 to an intraday high of $8.19 on extraordinary volume, 122.7 million shares traded at peak, roughly 10 times normal daily flow. But today, Nokia has pulled back to $7.36, shedding 7.7% from its peak while still holding a 15% gain from pre-announcement levels."
"The bullish case centers on three concrete factors. First, Nvidia's investment legitimizes Nokia's 6G strategy and positions the Finnish company as essential infrastructure for the next generation of mobile networks. Second, T-Mobile U.S. is already integrating these AI-RAN technologies into its 6G roadmap, signaling real near-term commercial traction. Third, Nokia's quarterly revenue grew 11.6% year-over-year in Q3 2025, demonstrating momentum in its core business despite earnings declining 67.7% on a year-over-year basis."
Nokia shares jumped 25% after Nvidia disclosed a $1 billion strategic investment aimed at accelerating AI-powered 6G infrastructure development, driving extraordinary trading volume of about 122.7 million shares. The stock rose from $6.41 to $8.19 intraday, then pulled back to $7.36 while remaining roughly 15% above pre-announcement levels. Online investor sentiment turned decisively bullish, with Reddit sentiment rising to 81 from a 75 baseline and heavy engagement on posts about the deal. The bullish case cites Nvidia's validation of 6G strategy, T-Mobile U.S. integration of AI-RAN, and Nokia's 11.6% year-over-year revenue growth in Q3 2025 amid falling earnings.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]