Nokia and IBM have taken different approaches to AI infrastructure, with Nokia focusing on physical network equipment and IBM on hybrid cloud software and mainframes. In 2026, Nokia's AI and cloud revenue surged 105%, driven by strong demand and supply chain investments, while IBM's Q2 revenue barely grew and its mainframe segment declined sharply. Nokia expects continued growth and plans to ramp up manufacturing, whereas IBM faces challenges from deferred deals and a revenue growth slowdown. Investors see Nokia as a growth story in AI infrastructure, while IBM is viewed as a stable compounder facing execution hurdles.
Nokia's market cap stands at $59.40 billion with a daily trading volume of 131,666,736 shares on Pluang as of Sep 18, 2026, 20:21 WIB. The stock price is $10.83, up 2.07% for the day, reflecting active investor interest with 62% of Pluang orders to buy. This trading activity aligns with Nokia's strong AI and cloud revenue growth highlighted in the news, underscoring its position as a growth story in AI infrastructure.
Jim Cramer recommended buying Nokia due to its strong AI-driven growth and reasonable valuation, highlighting its 124% gain over the past year and robust Q2 revenue beat. Conversely, he passed on BWX Technologies despite solid nuclear sector fundamen...
Jim Cramer recommended buying Nokia stock during CNBC's Mad Money, highlighting the company's strong position in AI and telecom network automation. Nokia recently announced an expanded partnership with Microsoft to launch an AI-powered telecom platfo...
Nokia is rated Buy due to strong demand in AI and cloud infrastructure, expanding manufacturing capacity, and growing data center products. Its Network Infrastructure segment shows growth, margin expansion, and effective cost-cutting, supporting expe...
Nokia has been upgraded to a Hold rating as its current valuation better reflects ongoing macroeconomic risks and the potential upside from AI-driven growth. In Q2, Nokia reported a 9% increase in comparable net sales, a 70 basis points margin improv...
