contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


changes-in-nokia-corporations-own-shares-71

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Nokia is a global telecommunications company. The company offers solutions in IP, broadband, digital health, and cloud-based systems. The customers are found in a broad base of markets and consist of large corporate customers, authorities, and private consumers. The business is established on a global level in all regions. Nokia was founded in 1865 and the head office is located in Esbo, Finland.

Morning pick.  Morgan Stanley raises its recommendation for Nokia to overweight, with a target price of 6.50 euros. This is according to an update.

RCR Wireless News – 14 Jan 26              AI optics — Ciena’s surge and the AI fibre wave    The AI build-out is rewriting the fibre comms rulebook – between data centres and within data centres, down to the rack. Ciena is one of the standard bearers for the whole shift.                             AI Summary.  AI and the Optical Revolution in January 2026 The massive growth of AI clusters has completely transformed fiber optics order books. Traditional copper cabling has reached its physical limits within data centers, moving optical technology ever closer to the computing units (GPUs) themselves. Key points summarized:  Optical infra at the core of data centers: Fiber optics is no longer just for traffic between data centers. AI requires optical solutions inside data centers, down to individual racks and chip-to-chip interconnects. Ciena’s meteoric rise: Ciena has become the industry “darling.” Its stock has risen over 160% during the past year, reaching a record level of $260. The company’s revenue in 2025 was $4.77 billion (up 19%), and it forecasts revenue of as much as $5.7–6.1 billion for 2026. Geographic fragmentation: Energy shortages are forcing the split of large AI factories into smaller regional units. For these to function as “one machine,” thousands of ultra-high-speed fiber connections are needed between them. Strategic acquisitions: Ciena acquired Nubis Communications (for $270 million in September 2025) to expand its expertise in intra-data center, short-range optical interconnects (such as CPO/NPO modules).   Connection to Nokia and other players The article emphasizes that Ciena is not alone. Nokia’s network infrastructure unit has also benefited from this “AI supercycle.” Nokia has responded to the disruption by reorganizing its business (as of January 1, 2026) and highlighting optical networks as the core of its growth. Technological shift in the market:  From copper to fiber: Previously, the principle was “copper if possible, fiber if necessary.” Now, AI systems require fiber due to performance and power consumption requirements. Value shift: The “gold rush” for investors and companies is now targeting cabling, connectors, and optical packaging located closest to fragmented computing power.      Ciena key figures 2024 (actual) 2025 (actual) 2026 (forecast)     Revenue $4.01 bn $4.77 bn $5.7 – 6.1 bn   Adj. EBITDA - $637 million -   Operating margin 9.5 % 11.2 % ~17 %    Summary: Ciena has successfully capitalized on “catch-up” investments from hyperscaler customers (such as Meta and Amazon), which compensate for weaker demand from traditional telecom operators. Investors view the company as one of the best ways to profit from the physical build-out phase of AI.

Snap and a couple of others as new licensees                   iam-media.com              Nokia strikes SnapChat deal, inks two other new video patent licences    Finnish company’s licensing campaign expanding into new verticals                             Could those couple of others be the ones mentioned earlier, Hisense, Acer, etc., or new ones? Max pain for Friday is $5 by the way, and I think volumes have grown (OI); since the last time I checked, puts have clearly increased? But it doesn’t look like it’s worth pushing all the way to 5

At the moment, it looks like the entire sector is under pressure, and Nokia (at least for now, only slightly) along with it. However, the stock is really on the verge of turning towards some level of correction. In the largest chart, I have outlined the daily trend. RSI development is also giving a negative signal as it has dropped from its upward trend. We need some bull volume now, but in my opinion, it is lacking. Let’s see if it emerges before a possible correction. The hourly chart in the bottom left basically reflects the daily observations. And the monthly chart in the bottom right shows a rising monthly candle, which is positive, and possibly suggests that if a correction were coming, it would try to stop before the @ 6.05 USD price level. There is a real demand for some positive news right now. Perhaps the earnings season will bring some, or maybe the EU could provide some before then. Anyway, I’ll post before tomorrow’s open whether the situation has changed. Ideally, today’s low could stay at this @ 6.48 USD level and recover higher towards the evening..  Edit: Declining with the market and the day’s low is already at @ 6.41 USD. Without an evening miracle, we are strongly leaning towards some kind of correction.

@Lexus an exceptionally strong closing auction today, especially since the US market at least opened significantly in the red? It would be interesting to hear tomorrow what the ADR chart looks like after tonight’s US close

At the conference organized by Needham & Company on January 13, 2026, David Rothenstein, Ciena’s Senior Vice President of Strategy, provided an assessment of the competitive landscape following the merger of Nokia and Infinera. Below is an AI-generated summary of his remarks.  1. Thinning of the competitive field Rothenstein noted that the number of competitors in the optical networking (WAN) market has significantly decreased over the years. From Ciena’s perspective, there are currently only three major players (outside of China):  Ciena itself Nokia, which is now strengthened by the Infinera merger Huawei (which remains strong globally but is restricted in certain Western markets)  2. Challenges of the Nokia-Infinera merger Ciena does not seem intimidated by Nokia’s mega-deal; instead, it sees integration-related weaknesses that it can exploit:  Integration work: Ciena believes that Nokia faces a massive task in combining organizations and carrying out portfolio rationalization. Historical competition: Rothenstein pointed out that Ciena has competed very successfully against both Nokia and Infinera when they were separate companies, and believes this will continue now that they are a single entity.  3. Technological comparison (Ciena vs. Nokia/Infinera) Ciena emphasized its own leadership and market share:  Market share: Ciena’s share of the global optical market (excluding China) has risen to a record 30 percent, and it expects its share to grow further in 2026. Innovation: While Nokia and Infinera together form a large and “well-resourced” competitor, Ciena is confident in its ability to stay ahead, particularly in the infrastructure required for artificial intelligence (AI).  4. Vertical integration and supply chains The discussion also touched upon supply chains. Ciena mentioned that the industry is suffering from shortages of certain optical components (such as ITLA lasers). This is interesting because Nokia specifically acquired Infinera to secure its own optical component manufacturing (such as indium phosphide lasers), which Ciena does not have on the same scale. However, Ciena stated that it has not experienced significant disadvantage from this so far.  Edit: More specifically, here is Ciena’s comment:  Outside of Huawei, who still exists and still does very well, we’re really looking at us and Nokia with a combination of Infinera. And what I would say about that combination is we competed very effectively against both when they were standalone companies. And we continue to compete effectively with them now as a combined company. They have some work to do, I think, in terms of integration and portfolio rationalization. But they’re a big, well-resourced competitor who we don’t take lightly.  Prior to this, analyst Ryan Koontz had sort of suggested that Nokia would have some integration issues…  You have Nokia, Infinera, combination. They’re probably going to go through some issues.

Nokia and Softbank have conducted field trials regarding spectrum for the 6G era. Softbank will be one of those operators testing AI-RAN and will presumably deploy it, as they had already demanded Nokia integrate Nvidia GPUs into their products even before the AI-RAN announcement (October 2025). Summary.  SoftBank and Nokia conducted successful 6G field trials in Ginza, Tokyo, starting in June 2025. The trials demonstrated that the 7 GHz frequency band is one of the strongest candidates for next-generation mobile networks. Key findings:  Performance matches current standards: The 7 GHz frequency provides coverage and quality fully comparable to the current 3.9 GHz (5G), even though higher frequencies should theoretically attenuate faster. Urban “canyon effect”: In dense urban environments, signals reflect off buildings, which improved coverage more than expected. Hardly any dead zones were observed. AI era requirements: 6G networks require 200–400 MHz of bandwidth due to the growth of AI services. 7 GHz (centimeter waves) enables this high capacity without the coverage issues of 5G millimeter waves. Timing: The capacity of current 5G networks is estimated to be reached around 2030, at which point 6G networks must be ready for commercial use.                     SoftBank News. Bringing IT closer to home. – 13 Jan 26              SoftBank Corp. Demonstrates Potential of 7 GHz Band  for 6G in Tokyo’s Ginza...    Around the world, studies are underway to identify new spectrum bands for 6G, the next generation of mobile communications. SoftBank Corp. (TOKYO: 9434) is focused on the 7 GHz band—considered to be one of the strongest candidates—and, together with...

Nokia

Nokia Corporation Stock Exchange Release 14 January 2026 at 16:30 EET Changes in Nokia Corporation's own shares Espoo, Finland – A total of 6 332 357 Nokia shares (NOKIA) held by the company...

Nokia Corporation Stock Exchange Release 14 January 2026 at 16:30 EET Changes in Nokia Corporation's own shares Espoo, Finland – A total of 6&nbsp;332&nbsp;357 Nokia shares (NOKIA) held by the company were transferred today without consideration to participants of Nokia's equity-based incentive plans in accordance with the rules of the plans. The transfer is based on the resolution of the Board of Directors to issue shares held by the company to settle its commitments to participants of the incentive plans as announced on 2 October 2025. The number of own shares held by Nokia Corporation following the transfer is 141&nbsp;914&nbsp;507. About Nokia&nbsp; Nokia is a global leader in connectivity for the AI era. With&nbsp;expertise&nbsp;across fixed, mobile, and transport networks,&nbsp;we’re&nbsp;advancing connectivity to secure a brighter world.&nbsp; Inquiries:&nbsp; Nokia&nbsp;&nbsp; Communications&nbsp; Phone:&nbsp;+358 10 448 4900&nbsp; Email:&nbsp;press.services@nokia.com&nbsp; Maria Vaismaa,&nbsp;Vice&nbsp;President, Global Media Relations&nbsp; Nokia&nbsp; Investor&nbsp;Relations&nbsp; Phone:&nbsp;+358 931 580 507&nbsp; Email:&nbsp;investor.relations@nokia.com&nbsp;&nbsp; <img src="https://www.globenewswire.com/newsroom/ti?nf=MTAwMTE1OTI2MSM0MDIzMTYzMDgjMjAwMDA0Mg==" alt=""> <img src="https://ml-eu.globenewswire.com/media/MjUxM2YyMzItY2NiOC00MjkxLWE0NjEtZGU0NGZhZDkwYzZlLTEwMTE2MTUtMjAyNi0wMS0xNC1lbg==/tiny/Nokia-Oyj.png" alt="">