Industry Overview - The 5G rollout has entered a new phase in 2025, driven by enterprise deployments and next-generation technologies like private wireless, IoT, and edge computing [1] - The U.S. 5G market is highly saturated, with major telecom providers covering over 300 million people [1] - North America has the highest 5G adoption rates, while South East Asia and Oceania are emerging markets for 5G, with subscriptions projected to reach around 680 million by 2031 [2] Market Dynamics - The 5G infrastructure market is expected to grow at a 13.1% compound annual growth rate (CAGR) from 2026 to 2033, while the 5G services market is projected to grow at a 62.2% CAGR from 2025 to 2030 [4] - Digital transformation across industries is driving demand for 5G, as organizations seek automation and secure connectivity for remote and hybrid work models [5] - The rise in high data-intensive applications, such as streaming services and multiplayer gaming, is increasing data traffic and pressuring existing telecom infrastructure [7][8] Company Highlights - Ericsson is a leading provider of communication networks and has secured a historic five-year contract with AT&T worth $14 billion to accelerate the deployment of an open and interoperable Radio Access Network [10][11] - Nokia has made significant progress in its 5G portfolio and has secured multiple customer wins, including partnerships with Vodafone Three and Bharati Airtel [14][16] - CommScope is focused on providing infrastructure solutions that support the convergence of wireline and wireless networks, essential for 5G technology [18][19] Financial Performance - Ericsson's stock has gained 19.4% over the past year, with earnings estimates improving to 5.63% for 2025 [12] - Nokia's stock has increased by 46.1% over the past year, with earnings estimates improving to 6.67% for 2025 [17] - CommScope's stock has surged by 232.5% over the past year, with earnings estimates improving to 27.91% for 2025 [20]

Industry Overview - The technology sector is experiencing strong growth in 2025, driven by cloud computing, artificial intelligence (AI), cybersecurity, data-center expansion, and digital transformation [2] - The sector has gained 25.3% year to date, outperforming the S&P 500's growth of 19.2% [3] - Approximately 61% of investors believe the technology sector will attract the most investment over the next three years, surpassing all other sectors [3] Future Outlook - The outlook for the technology sector in 2026 appears positive, supported by ongoing enterprise investment in AI, software automation, and digital engagement tools [4] - Demand for specialized technologies is expected to accelerate as organizations seek to extract more value from data and improve operational agility [4] Investment Opportunities - Investing in low-priced tech stocks can provide attractive upside potential, especially when these companies show improving fundamentals and clear growth drivers [5] - Nokia (NOK) is well-positioned in the technology cycle, with a strong 5G portfolio and a stable balance sheet, holding €4.89 billion ($5.74 billion) in cash as of September 30, 2025 [6][7] - Lantronix, Inc. (LTRX) is gaining traction in Edge AI and drones, with a significant increase in drone OEM engagements from 10 to 17 [12][13] - Taboola.com Ltd. (TBLA) is expanding its performance advertising platform, Realize, and reported adjusted EBITDA of about $48 million with margins exceeding 27% in Q3 2025 [19][20] - TransAct Technologies (TACT) is experiencing strong momentum in its Foodservice Technology business, with expected net sales between $50 million and $53 million for full-year 2025 [23][24] Company Performance - Nokia targets an annual comparable operating profit of €2.7–€3.2 billion by 2028 and has a Zacks Rank 2 (Buy) [10] - Lantronix has a Growth Score of A, with a stock surge of 48.8% over the past year and earnings estimates for the current and next fiscal year increasing by 42.9% and 90%, respectively [16] - Taboola has a Growth Score of A, with a stock gain of 11.4% over the past three months and earnings estimates moving up by 2.2% and 4.3% for the current and next fiscal year [22] - TransAct has a Growth Score of A, with a stock increase of 15.8% over the past six months and earnings estimates rising by 18.4% and 6.9% for the current and next fiscal year [26]

Core Insights - The deployment of Ericsson's AIR 3255 Massive MIMO antenna-integrated radios in NTT DOCOMO's 5G network began in December 2025 to address high traffic demands in congested areas [1][2]. Group 1: Technology and Performance - The AIR 3255 radios operate in the 4.5 GHz band and are designed to enhance network quality and customer experience amid increasing traffic demand [3]. - The new radios provide a 25% reduction in energy use and a 20% decrease in embodied CO2 footprint compared to previous generations, contributing to environmental sustainability [3][6]. - The AIR 3255 unit is 20% lighter than its predecessor at just 13 kg, facilitating easier deployment in high-traffic locations [4]. Group 2: Network Efficiency - The integration of AIR 3255 with existing 3.7 GHz band Massive MIMO radios will improve spectrum efficiency and enhance network flexibility and reliability as data traffic grows [5][6]. - Advanced features such as multi-user MIMO will ensure consistent throughput regardless of network congestion, further improving customer connectivity experiences [4]. Group 3: Partnership and Future Plans - NTT DOCOMO aims to strengthen its partnership with Ericsson to leverage the latest network capabilities and enhance user experience [3]. - Ericsson expresses pride in its collaboration with DOCOMO, emphasizing the provision of advanced, secure, and efficient Massive MIMO technology [3].

Nokia has long traded in a range, but a recent Nvidia partnership could boost the stock in 2026.In the tech world, Nokia (NOK 1.12%) has long been an afterthought. The company has struggled since 2007, when Apple's iPhone came out of nowhere to make its once market-leading cellphones obsolete. Even though it pivoted into telecom equipment in later years, its success has been limited.However, after announcing a partnership with Nvidia on Oct. 28, its stock price spiked. Even though it gave back some of those ...

Core Insights - The article discusses the comparison between AI stocks and traditional investments, particularly using the example of toilet paper stocks versus internet equipment companies from the late '90s [1][12]. Investment Experience - The author reflects on their early investment experiences during the tech bubble of the late '90s, noting that many high-tech companies saw their stock prices soar before crashing [3][5]. - The author questions whether current AI stocks are a good investment, comparing the current market to the tech bubble [3]. Historical Context - The Nasdaq and S&P saw significant gains of 70% and 60% respectively from 1995 to 1996, leading to a rush in tech investments [4]. - Many companies from the internet equipment sector have either disappeared or merged, with Nokia being one of the few survivors [8][9]. Company Valuations - The combined peak valuation of Alcatel, Lucent, and Nokia during the dot-com bubble was $550 billion, which would be over $1 trillion today when adjusted for inflation [10]. - As of 2025, Nokia's market capitalization is only $32 billion, representing a significant loss for early investors [10]. Comparative Analysis - A comparison of Nokia and Kimberly-Clark shows that while Nokia had a total return of 87% over 30 years, Kimberly-Clark had a total return of 363% [13]. - The average annual return for Nokia was 2.1%, while Kimberly-Clark's was 8.0%, highlighting the stark difference in investment performance [13]. Future Outlook - The article raises the question of whether investments in AI will outperform traditional stocks like toilet paper over the next 25 years [14]. - The author suggests that while AI valuations may experience a pullback, the long-term outlook remains positive for the sector [19].

(State or other jurisdiction of incorporation or organization) THE SECURITIES ACT OF 1933 Actelis Networks, Inc. (Exact name of registrant as specified in its charter) As filed with the United States Securities and Exchange Commission on December 12, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER Delaware 3669 52-2160309 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Actelis Networks, Inc. I ...

Nokia's AI pivot, combined with other plans to enhance the company's financial performance, could propel the stock to multidecade highs in 2026.Since 2020, Nokia (NOK +2.49%) has experienced increased investor attention, both as a turnaround play and as a meme stock. Still, its 64% rise over the past five years lags behind the S&P 500, which has increased by over 86% during this time frame.However, in the coming year, shares in the telecom equipment maker could make a serious leap higher, to prices not hit ...

Dec 10 (Reuters) - Chinese telecom equipment maker ZTE Corp may pay more than $1 billion to the U.S. government to resolve years-old allegations of foreign bribery, according to two people familiar with the matter. ZTE, which already paid some $2 billion in penalties to U.S. authorities over export violations during ​President Donald Trump's first term, has for years faced probes by authorities around the world into alleged bribes to secure telecom contracts. This year, the ‌Justice Department has moved ...

Core Insights - AmpliTech has achieved a significant milestone by becoming the first U.S. company to validate a commercial 64T64R CAT-B Massive MIMO radio in global Open RAN testing, marking a pivotal moment in 5G infrastructure development [1][3][13] Company Achievements - The company successfully completed rigorous testing of its 64T64R CAT-B Massive MIMO O-RU during the O-RAN Global PlugFest Fall 2025, underscoring its leadership in high-capacity, open, and disaggregated 5G networks [3][4] - AmpliTech's 64T64R CAT-B radio is recognized as the highest radio network configuration in the 5G ecosystem, enabling high spectral efficiency and greater coverage at lower power per bit [4][5] Industry Impact - The successful PlugFest testing confirmed full multi-vendor interoperability, which strengthens the Open RAN ecosystem for dense urban 5G deployments [2][10] - AmpliTech's advancements in Massive MIMO technology are expected to disrupt the traditional vendor lock-in, allowing operators to source components from multiple vendors and reduce costs [9][10] Future Developments - The next phase of the PlugFest is scheduled for Spring 2026, focusing on end-to-end MIMO and Massive MIMO gNB functionality, which will further validate multi-vendor integration [8][11] - The company aims to provide a viable alternative to proprietary RAN solutions, enhancing the U.S. position in the global 5G supply chain [12][15]

分组1: Morgan Stanley - Morgan Stanley is positioned to benefit from a year-end rally due to its involvement in wealth management, asset management, trading, investment banking, IPOs, and M&A [2][6] - The stock had previously experienced a 9-point drawdown from a recent record high, but is now seen as a strong buy opportunity [1][2] 分组2: Sienna - Sienna has emerged as a key player in the AI sector, showing significant revenue growth of 29.4% last quarter [12][13] - The stock is currently in a breakout phase, with a defined downside level around 172-173, making it a favorable investment as long as it remains above this threshold [3][4] 分组3: Baker Hughes - Baker Hughes is noted for its underownership in the market, with a year-to-date increase of 19% and a 12% rise over the past year [7][8] - The company is expected to benefit from a potential bottoming of the declining rig count, which could lead to significant price appreciation [5][6] 分组4: Energy Sector - The energy sector, particularly natural gas, is viewed as underowned, presenting an opportunity for investors to increase their positions [9][10] - There is a growing recognition of the importance of natural gas in supporting AI infrastructure, which could drive demand and investment in this area [10][11]