Group 1 - Nokia's stock closed at $6.61, up 3.93%, following an upgrade by Morgan Stanley to "overweight" due to AI and cloud/data center growth potential [1] - Trading volume for Nokia reached 49.9 million shares, nearly 15% above its three-month average of 43.5 million shares [1] - Since its IPO in 1994, Nokia has experienced a growth of 401% [1] Group 2 - The S&P 500 and Nasdaq Composite saw gains of 0.27% and 0.25%, respectively, on the same day [2] - Among peers in communication equipment, Ericsson and Cisco Systems also saw stock price increases [2] Group 3 - Morgan Stanley added Nokia to its "Top Picks" list for 2026, highlighting its successful diversification away from telecom operators [3] - Nokia's acquisition of Infinera for $2.3 billion in early 2025 strengthened its optical networking business, positioning it to benefit from increased capital expenditures in AI, data centers, and cloud computing [3] Group 4 - The AI and Cloud segment currently accounts for 6% of Nokia's sales, with growth of one percentage point each quarter [4] - Nokia anticipates the AI and Cloud market to grow by 16% annually through 2028, making it a noteworthy stock for tech-savvy investors [4]

Core Viewpoint - Nokia has been selected by New Zealand's independent tower company Connexa as its Network Operations Center (NOC) partner, outsourcing infrastructure operations to enhance efficiency and streamline processes [1] Group 1: Partnership and Operations - Connexa has chosen Nokia to manage its extensive tower network, which covers over 2,500 sites across New Zealand [1] - The NOC provided by Nokia allows for centralized management and proactive monitoring of critical infrastructure, improving operational efficiency for Connexa [1] - Connexa's CEO, Rob Berriill, emphasized Nokia's global expertise combined with local experience as a key factor in better managing their tower network [1] Group 2: Market Response and Analyst Ratings - Following the announcement, Nokia's stock rose over 4% to $6.66 [1] - Morgan Stanley raised Nokia's European stock price target from €4.2 to €6.5, upgrading the rating from "hold" to "buy" [1] - The collaboration with innovative clients like Connexa is seen as crucial for driving automation and efficiency in the tower ecosystem [1]

Core Viewpoint - Nokia has been selected by New Zealand's independent tower company Connexa as its Network Operations Center (NOC) partner, outsourcing infrastructure operations to enhance efficiency and streamline processes [1] Group 1: Partnership and Operations - Connexa has chosen Nokia to manage its extensive tower network, which covers over 2,500 sites across New Zealand [1] - The NOC partnership allows for centralized management and proactive monitoring of critical infrastructure, improving operational efficiency for Connexa [1] Group 2: Executive Statements - Connexa's CEO Rob Berriill highlighted Nokia's global expertise and local experience as key factors in better managing their distributed tower network [1] - Andrew Cope, head of Nokia's Oceania market, emphasized the importance of collaborating with innovative clients like Connexa to drive automation and efficiency in the tower ecosystem [1] Group 3: Market Reaction - Morgan Stanley raised Nokia's European stock price target from €4.2 to €6.5, upgrading the rating from "Hold" to "Buy" [1]

Group 1: Company Overview - Ericsson plans to cut jobs in Sweden to enhance its competitive edge while safeguarding core technology investments [1][2] - The company has filed a formal notice with Swedish authorities regarding potential layoffs, estimating that up to 1,600 positions could be affected [2] - The workforce has been declining, with Ericsson reporting approximately 89,898 employees at the end of Q3 2025, down from 91,937 in June 2025 and nearly 96,000 a year earlier [3] Group 2: Strategic Rationale - The job reductions are aimed at lowering structural costs while continuing to advance critical network technology projects [3] - The decision follows a trend of decreasing employee count over the past year, indicating ongoing efficiency measures within the company [3] Group 3: Market Performance - Ericsson's stock has increased by over 9% in the past year, reflecting positive market sentiment [4] - During premarket trading, Ericsson shares rose by 1.28% to $9.50 [5] - Peers such as Nokia and Cisco are also experiencing similar market dynamics, indicating broader industry pressures [4]

Group 1 - Dow futures decreased by 0.04%, while S&P 500 futures increased by 0.19% and Nasdaq futures rose by 0.47% [1] - SanDisk stock surged nearly 5% after Bernstein raised its target price from $300 to $580, with Micron Technology and Western Digital also rising over 3% [1] - UBS raised Intel's target price to $49, citing strong demand for personal computers and servers, while maintaining a "neutral" rating [1] Group 2 - TSMC reported a 35% year-over-year profit increase in Q4, exceeding expectations and marking the eighth consecutive quarter of profit growth, with projected capital expenditures of $52 billion to $56 billion for 2026 [2] - Nokia's stock rose by 4.4% after being selected as the network operations partner for New Zealand's Connexa, covering over 2,500 sites [2] - JPMorgan maintained an "overweight" rating on ASML with a target price of $1,518, expecting Q4 orders to reach €7 billion, surpassing market consensus by approximately 4% [2] Group 3 - The Swiss Competition Commission has initiated a preliminary investigation into Microsoft's licensing fee increases, following complaints from private enterprises and government agencies regarding potential anti-competitive practices [3]

Group 1 - Nokia's stock rose by 4.4% to $6.64 in pre-market trading [1] - Connexa, an independent tower company in New Zealand, has selected Nokia as its Network Operations Center (NOC) partner, covering over 2,500 sites in New Zealand [1] - Morgan Stanley raised Nokia's target price for European shares from €4.2 to €6.5 and upgraded the rating from "Hold" to "Buy" [1]

Core Insights - A shipment of Nokia phones, originally dispatched in 2010, was finally received by a mobile dealer in Tripoli, Libya, after being forgotten in a warehouse for 16 years due to the impact of the Libyan civil war and the collapse of logistics and customs systems [1][3] Group 1: Shipment Details - The shipment was intended for local contacts in Tripoli but was delayed due to the outbreak of civil war in 2011, which paralyzed logistics and customs operations [3] - The shipment includes several classic Nokia models, such as music edition phones and early "communication devices" that were once considered high-end technology [3] Group 2: Social Media Reaction - A video of the dealer unboxing the phones went viral on social media, with viewers humorously questioning whether the devices are phones or artifacts, highlighting the significant technological changes since 2010 [3] - Comments from netizens reflect on how long-term conflict disrupts everyday business activities, with some suggesting that these retro phones may have collectible value [3] Group 3: Current Political Context - Libya remains divided, with one side being the UN-recognized Government of National Unity in Tripoli led by Prime Minister Dbeibah, and the other side being the eastern-based administration supported by the Haftar-led Libyan National Army [3] - Since the overthrow of former leader Gaddafi in 2011, the country has been in a state of institutional chaos and division [3]

Group 1 - The article presents a personal viewpoint of the author, indicating that it does not represent the opinions or positions of Sina.com [1]

Core Viewpoint - Nokia and Hisense Group have signed a multi-year patent licensing agreement covering video technology, resolving all related lawsuits globally [1] Group 1: Agreement Details - The agreement allows Hisense to use Nokia's video-related technologies in its television products, with Hisense paying a licensing fee to Nokia [1] - This marks the first patent licensing agreement between Nokia and Hisense, with specific terms and amounts kept confidential as per mutual agreement [1] Group 2: Nokia's Technological Leadership - Nokia claims to be a leader in video compression and content delivery technologies, having accumulated over 5,000 related inventions over the past 25 years [1]

Group 1 - Nokia Oyj is facing tough competition from major companies like Apple, which impacts its market position [1] - Nvidia has taken a $1 billion stake in Nokia, representing a 2.9% ownership with 166 million shares at $61, focusing on AI native mobile networks and infrastructure [2] - Following the announcement of Nvidia's investment, Nokia's stock surged by 23% in one day, rising from $6.42 to $7.77, with a peak trading price of $8.19 [2] Group 2 - While Nokia shows potential as an investment, there are AI stocks perceived to have greater upside potential and lower downside risk [3]