NOK 全部观点

Nokia is being mentioned here in the uh chat. I don't think this had any news today. It did it, excuse me, does have a gap up gapping up by 3.3% here. Let me see if there was any news on this.

Something over the weekend that uh Saturday was on it on their headlines. I don't know if they Yeah. So, this is on that Quantum stuff, right? How does this affect Nokia? Nokia said it is extending its partnership with Microsoft to create an agentic unified data foundation combining Nokia Nokia's data suite with Microsoft fabric.

So that is the weekend news that you referenced 13.

And we've talked about Nokia, the old telecom equipment giant, especially last year when they completed the acquisition of Infinera to add some more vertical integration of optical components of photonics directly within their business.

They've made a couple other acquisitions in recent years, new CEO from Intel Data Center segment in 2025. I pulled up a batch of acquisitions Nokia has made since 2024. This first one here is of this company called Fenix Group, accelerating their US strategy in aerospace and defense communications.

All right. Now, moving right along to the fourth stock on the list. We're going to step slightly outside the traditional data center space to look at some of the back-end infrastructure that powers global telecommunications.

And that's going to be in Nokia, ticker symbol NOK, where Nvidia holds a similarly large position at over 2.2 billion dollars worth of the stock.

All right, Nokia. It's found a bottom, absolutely, and it's pushing up a little bit higher. Buy signal just came through. Trend has not confirmed it just yet. Trend has not confirmed it just yet.

Definitely has some uh some headwinds. Remember, all these are in the tech sector, so the breadth and fear and greed are not going to be great on any of these in the tech sector.