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
    }
  }
}


nokia-corporation-managers-transactions-hammaren-11

__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.

Ericsson is reducing its workforce.  Ericsson (NASDAQ:ERIC) today announces proposed staff reductions in Sweden as part of measures aimed at ensuring the Company’s competitive position. The proposed staff reduction is part of global initiatives to improve cost position while maintaining investments critical to Ericsson’s technology leadership and the execution of the strategy to deliver high-performing, programmable networks that enable differentiated services and new monetization opportunities. Initiatives to increase operational efficiency will continue across the Group but will not be announced separately. Ericsson has submitted a notice to the Swedish Public Employment Service. Approximately 1,600 positions could be impacted in Sweden. The Company has initiated negotiations with the relevant Swedish trade unions.

And then OP has released an earnings preview titled “Earnings turn to growth”. Here is a summary. Expectations for Q4 results:  Revenue: 6.3 billion (consensus 6.1 billion)  Adjusted operating profit: 1.03 billion euros (cons. 1.01 billion)  Dividend: 0.15 euro dividend/share (cons. 0.14)  Guidance: OP anticipates adjusted operating profit guidance of 2.0-2.5 billion euros for 2026 (Consensus expects 2.41 billion euros and OP 2.36 billion euros)  Recommendation: ADD, target price €6.50.  AI boost: Network Infrastructure benefits from AI investments. In Mobile Networks, the Nvidia collaboration (AI-RAN) is seen as a potential long-term game changer. Strong cash position: Net cash is expected to be 4.4 billion euros at the end of the year, bolstered by Nvidia’s 0.85 billion euro equity investment. New structure: Reporting will be simplified into two segments: Network Infrastructure and Mobile Infrastructure (which will also include the patent business).   Nokia’s Nvidia partnership strengthens its competitive edge, but the stability of the RAN market and growing R&D expenses will keep the profitability of mobile networks low (3–4%) in the coming years. Investors’ eyes are on Network Infrastructure, whose valuation gap compared to peers (e.g., Ciena) is expected to narrow if Nokia manages to accelerate its growth and improve its margins.

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.  Edit: There is now some potential for Nokia’s correction to turn out to be underwhelming thanks to Morgan Stanley’s analysis update. I am referring to Nokia’s technical picture, which was commented on above.

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

Nokia

Nokia Corporation Managers’ transactions 14 January 2026 at 16:30 EET Nokia Corporation - Managers' transactions (Hammarén) Transaction notification under Article 19 of EU Market Abuse Regulation...

Nokia Corporation Managers’ transactions 14 January 2026 at 16:30 EET Nokia Corporation - Managers' transactions (Hammarén) Transaction notification under Article 19 of EU Market Abuse Regulation. ____________________________________________ Person subject to the notification requirement Name: Hammarén, Patrik Position: Other senior manager Issuer: Nokia Corporation LEI: 549300A0JPRWG1KI7U06 Notification type: INITIAL NOTIFICATION Reference number: 138638/4/4 ____________________________________________ Transaction date: 2026-01-14 Outside a trading venue Instrument type: SHARE ISIN: FI0009000681 Nature of the transaction: RECEIPT OF A SHARE-BASED INCENTIVE Transaction details (1): Volume: 9120 Unit price: N/A Aggregated transactions (1): Volume: 9120 Volume weighted average price: N/A About Nokia Nokia is a global leader in connectivity for the AI era. With expertise across fixed, mobile, and transport networks, we’re advancing connectivity to secure a brighter world. Inquiries: Nokia Communications Phone: +358 10 448 4900 Email: press.services@nokia.com Maria Vaismaa, Vice President, Global Media Relations Nokia Investor Relations Phone: +358 931 580&nbsp;507 Email: investor.relations@nokia.com <img src="https://www.globenewswire.com/newsroom/ti?nf=MTAwMTE1OTI2NiM0MDIzMTYzMTcjMjAwMDA0Mg==" alt=""> <img src="https://ml-eu.globenewswire.com/media/NWE1NTA3ODYtZGE4Yy00YTIzLWI1YzctYWYzYzBkNmY1MzcxLTEwMTE2MTUtMjAyNi0wMS0xNC1lbg==/tiny/Nokia-Oyj.png" alt="">