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Nokia is evolving from a legacy telecom turnaround into a selective growth story tied to optical, IP, and AI-linked data center connectivity. Recent sales and margin acceleration support a constructive Buy view, though valuation remains demanding.
Ericsson’s 13.5% post-earnings drop looks deserved because the market is done rewarding margin management when sales and cash conversion are both slipping. Buybacks and a cheap multiple are not enough when revenue fell, free cash flow weakened, and management is now flagging higher component costs.
Celestica is being traded like the AI networking story cracked, yet the company just raised 2026 revenue and EPS guidance in a big way. The pullback looks more like a high-expectation reset than a broken thesis while AI demand is already showing up in orders, partnerships, and the income statement.
Nokia Oyj (NOK) climbs after-hours as Q1 2026 results beat expectations and validate its AI networking growth story. Strong AI and cloud orders, faster Optical Networks growth, and raised infrastructure guidance helped push the stock above its prior 52-week high.
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