Core Viewpoint - Nokia's recent partnership with Nvidia is expected to enhance its stock performance by 2026, marking a potential turning point for the company after years of struggle in the tech industry [2][12]. Group 1: Partnership Details - Nokia has transitioned into a telecom equipment manufacturer and has formed various partnerships, including a recent collaboration with Nvidia aimed at developing AI-ready networking infrastructure [4][5]. - The agreement will integrate Nokia's 5G and upcoming 6G solutions with Nvidia's technology, facilitating the development of new AI-related services and optimizing cloud-based solutions [6][13]. Group 2: Financial Performance - Nokia's revenue for the first nine months of 2025 was 13.7 billion euros ($16.0 billion), reflecting a modest 4% increase, with Q3 revenue rising 12% year-over-year due to strong growth in AI and cloud-driven sectors [10]. - Despite a decline in net income to 116 million euros ($136 million) from 471 million euros in the previous year, the forward P/E ratio of 21 suggests potential profit growth and a favorable valuation [11]. Group 3: Market Reaction - Following the announcement of the Nvidia partnership, Nokia's stock initially surged but experienced a "sell the news" phenomenon, leading to a slight decline in stock price [8]. - The stock has increased by nearly 42% year-to-date, indicating a growing bullish sentiment among investors [8].