Yahoo Finance·2025-11-18 14:33Core Insights - Nokia has completed a capital raise involving Nvidia, which integrates Nokia into Nvidia's AI networking plans, creating mutual benefits for both companies [1][2] - Nvidia acquired approximately 2.9% of Nokia's total shares through American Depositary Shares, translating to a financial infusion of about $1 billion at a share price of $6.01 [2] - Nvidia's upcoming earnings announcement is expected to reveal significant sales figures, with Wall Street anticipating over $54 billion in sales for fiscal 2026 third quarter, driven by AI infrastructure demand [3][5] Group 1: Nokia and Nvidia Partnership - The partnership with Nvidia is seen as a strategic move for Nokia, enhancing its role in the AI sector and aligning with Nvidia's expansion plans [1] - The capital raise is not just a routine exercise but a significant event due to Nvidia's involvement, indicating a strong market interest [1][2] Group 2: Nvidia's Earnings Expectations - Nvidia's earnings report on November 19 is highly anticipated, with a focus on the implications of the Nokia agreement for its AI expansion [4] - Analysts expect Nvidia's sales to reflect a year-over-year increase of over 50%, driven by heightened demand for AI in data centers [6] - The company's gross margins are projected to be in the mid-70s, supported by the growth of its Blackwell AI platform among hyperscale clients [5][6]