英伟达投资消息传出后，诺基亚股价上涨17%。 来源：滚动播报 ...

来源：滚动播报 市场消息：英伟达拟向诺基亚进行 10 亿美元股权投资，同时达成新战略合作。 ...

Core Viewpoint - Nvidia will purchase $1 billion in new Nokia shares, strengthening their partnership for developing cellular equipment and next-generation 6G technology [1] Group 1: Investment and Financials - Nvidia is set to acquire over 166 million new shares of Nokia as part of the $1 billion investment [1] - The proceeds from the share issuance will be utilized by Nokia to fund AI initiatives and other corporate purposes [1] Group 2: Company Background - Nokia, originally known for its early cell phones, has transitioned to primarily supplying 5G cellular equipment to telecom providers in recent years [2]

JUST IN: Nvidia $NVDA to invest $1 billion in Nokia $NOK. https://t.co/Z27amqzm9D ...

Nvidia plans to make a $1 billion equity investment in Nokia, an apparent vindication of the Finnish company’s pivot from mobile networking kit into AI https://t.co/ZqZ6D1cV7I ...

Core Insights - NVIDIA is set to make a USD 1.0 billion equity investment in Nokia, acquiring approximately 2.90% of the company through a directed share issuance at a price of USD 6.01 per share [2][9]. Investment Details - Nokia's Board has resolved to issue 166,389,351 new shares to facilitate NVIDIA's investment, which will contribute approximately USD 1.0 billion (EUR 0.86 billion) to Nokia's capital [2][5]. - The subscription price of USD 6.01 per share was determined through negotiations between Nokia and NVIDIA, with independent legal and financial advice considered to ensure fairness [5][6]. Strategic Partnership - The partnership aims to enhance Nokia's capabilities in AI and cloud markets, particularly in developing 5G and 6G RAN software compatible with NVIDIA's architecture [3][9]. - Both companies will collaborate on AI networking solutions and explore integrating Nokia's data center technologies into NVIDIA's future AI infrastructure [3][9]. Share Issuance and Trading - Following the share issuance, the total number of Nokia shares is expected to reach 5,742,239,696, with the new shares representing approximately 2.90% of the total [8]. - The new shares will be registered with the Finnish Trade Register and are expected to be traded on Nasdaq Helsinki, Euronext Paris, and the New York Stock Exchange as American Depositary Shares [8]. Conference Call - Nokia will hold a press and investor conference call on 28 October 2025 to discuss the strategic partnership and investment details [4][12].

Core Viewpoint - NVIDIA is set to make a USD 1.0 billion equity investment in Nokia, acquiring approximately 2.90% of the company through a directed share issuance at a price of USD 6.01 per share, aimed at enhancing collaboration in AI and cloud networking solutions [2][3][9]. Investment Details - Nokia's Board has approved the issuance of 166,389,351 new shares to NVIDIA, which will result in an effective capital contribution of approximately USD 1.0 billion (EUR 0.86 billion) [2][5]. - The subscription price of USD 6.01 (EUR 5.16) per share was determined through negotiations between Nokia and NVIDIA, with independent legal and financial advice considered to ensure fairness [5][6]. Strategic Partnership - The partnership aims to advance Nokia's strategic plans for trusted connectivity in the AI supercycle and enhance its presence in the AI and cloud market [3][9]. - Nokia plans to accelerate the development of its 5G and 6G RAN software to operate on NVIDIA's architecture and will invest in data center-aligned networking solutions [3][9]. Share Issuance and Trading - Following the share issuance, the total number of Nokia shares is expected to reach 5,742,239,696, with the new shares representing approximately 2.90% of the total shares post-issuance [8]. - The new shares will be delivered to NVIDIA in the form of American Depositary Shares and are expected to be registered with the Finnish Trade Register in November [7][8]. Conference Call - Nokia will hold a press and investor conference call on 28 October 2025 to discuss the strategic partnership and investment details [4][12].

Core Insights - Nokia Corporation is a significant player in the B2B technology sector, focusing on innovative solutions in mobile, fixed, and cloud networks [1] - UBS has maintained a Neutral rating for Nokia, with a current stock price of $6.36 and an increased price target from EUR 4.10 to EUR 5.40, indicating a positive outlook [2][5] - The company's market capitalization is approximately $34.2 billion, with a trading volume of 41.16 million shares, reflecting active investor interest [4] Stock Performance - Nokia's stock has shown a slight increase of 0.95%, with a change of $0.06, and has fluctuated between a low of $6.33 and a high of $6.44 on the trading day [3] - Over the past year, the stock has experienced volatility, with a high of $6.44 and a low of $3.91 [3] Insider Activity - Senior manager Tommi Uitto acquired 125 shares at a unit price of 5.36 EUR, indicating insider confidence in the company's future [2][5]

Core Insights - E.ON and Nokia have entered a five-year strategic collaboration to modernize E.ON's telecommunications network for distribution system operators in Germany, which may serve as a model for other E.ON affiliates in Europe [1][8]. Group 1: E.ON's Role and Infrastructure - E.ON is a key player in Germany's energy transition, connecting 1.4 million renewable energy plants, making its communications infrastructure's performance and sustainability critical [2]. - The modernization will enhance E.ON's telecommunications network, focusing on IP, optical, and fixed access components [2]. Group 2: Benefits of the New Network - The new Nokia-powered network is expected to reduce energy consumption by up to 50% compared to the existing infrastructure while improving scalability, operational flexibility, and service continuity [3][8]. - The upgraded infrastructure will enhance security and resilience, aligning with critical infrastructure requirements and improving E.ON's response to service incidents [4][8]. Group 3: Strategic Importance and Future Readiness - E.ON's investment in a next-generation telecommunications network aims to ensure secure, reliable, and energy-efficient services across Europe, preparing for future operational, technological, and environmental demands [5]. - Nokia's comprehensive delivery across optical, IP, and fiber domains supports E.ON's sustainability goals and future advancements, including quantum-safe networks [4][8]. Group 4: Nokia's Role and Capabilities - Nokia will provide a full suite of next-generation networking solutions, including IP routing, optical transport, and fixed broadband access, as part of the agreement with E.ON [7][8]. - Nokia's long-standing relationship with E.ON emphasizes a shared commitment to building secure and efficient networks, leveraging its expertise in mission-critical environments [6].

Group 1 - Jefferies raised Nokia's target price from $4.5 to $6.6, indicating a positive outlook for the company [1] - The rating was upgraded from "Hold" to "Buy," suggesting increased confidence in Nokia's future performance [1]