Nokia (NOK) spiked 9% on earnings, then reversed. AI and cloud sales doubled, but reported profit fell to a loss
Nokia's Q2 2026 net sales rose 8% and AI and cloud sales more than doubled, but reported operating profit swung to a loss and reported EPS hit exactly zero, on accelerated restructuring charges. NOK spiked as high as $11.17 in early trading before reversing back near Wednesday's close.
IBM already sank 20%. This week's earnings from Alphabet, Tesla, Intel and four more decide if AI spending is real
IBM already sank 20% on a warning. Now Alphabet, Tesla, Intel and four more of our tracked stocks report earnings within 48 hours, the clearest test yet of whether AI spending is paying off.
Rep. Laurel Lee's spouse sold Nokia three times this year. One sale landed on the stock's exact peak, three days before its worst day of the year.
Rep. Laurel Lee's spouse sold Nokia three separate times in 2026, and the stock has fallen from every single price he sold at. One of the three sales landed on the exact day Nokia peaked, three trading days before its sharpest single-day drop of the year. Two of the three trades were also disclosed past the STOCK Act's 45-day deadline.
Google is baking Gemini's blueprint directly into a new chip. The stock jumped 3%, and earnings land Wednesday
Alphabet shares jumped about 3% Monday on a report that it's building a new AI chip called Frozen v2, one that bakes Gemini's own architecture into the silicon. The real test comes Wednesday, when Alphabet reports Q2 earnings.
Kimi AI stopped taking new signups days after launch as GPU demand maxed out. Alphabet (GOOGL), Tesla (TSLA) and Intel (INTC) report into a chip bear market (week of July 20, 2026)
Moonshot paused new Kimi subscriptions three days after K3 launched because its GPUs hit capacity, which was our whole argument for chip stocks. This week: Alphabet, Tesla, Intel and Nokia earnings, $88 oil, and a Kospi reopen.
Bullish Watch, week of July 6: four oversold names, and one that already bounced
This week's Bullish Watch: CleanSpark (CLSK), Nokia (NOK), Teradyne (TER), and Ondas (ONDS) are oversold; AeroVironment (AVAV) already bounced on a beat-and-raise plus a fresh Army contract.
Nokia and BlackBerry got AI multiples. Ericsson (ERIC) still hasn't, and earnings are July 14
Nokia and BlackBerry made real AI bets and the market paid up for them. Ericsson chose custom silicon over Nvidia and has barely budged in 2026. Here is the gap in the numbers and what to expect from Ericsson's July 14 earnings.
The market's closed, but the weekend stock tape is flashing green
The US market is closed, but stocks trade 24/7 on Hyperliquid. As of Sunday night the weekend tape is green, led by the chip names that fell hardest Friday. Our read before Monday's open.
Nokia ($NOK) had a rough week, and I'm still holding
Nokia got smoked in June after a 170% run. The Nvidia deal, the BlackBerry mix-up, the chart, and why I'm still holding $NOK into July earnings.
BlackBerry (BB) surged on its AI pivot while Nokia (NOK) and Qualcomm (QCOM) sold off
BlackBerry (BB) jumped on a QNX-led earnings beat while Nokia (NOK), Qualcomm (QCOM) and the chip suppliers fell. The old phone names are no longer one trade.
Your old phone brands are AI stocks now: Nokia (NOK), BlackBerry (BB), Qualcomm (QCOM)
The brands that ruled the 2000s, Nokia, BlackBerry, Qualcomm and Ericsson, mostly got crushed by the iPhone. The survivors reinvented themselves around AI, from data-center networking to the software in your car to chips taking on Nvidia. What each does now, and the catch.
Trump spotlights Nokia's $30M Pennsylvania chip expansion: a small check, a notable signal
President Trump touted Nokia's new $30 million Pennsylvania semiconductor expansion at a Mack Trucks plant. The sum is small, but the spotlight, stacked on Nvidia's stake and Nokia's AI-networking push, is a notable sentiment signal for NOK.
The AI stock map: every layer of the trade, from sand to software
A top-to-bottom deep dive on the AI supply chain, from the machines that make the chips down to the hyperscalers writing the checks, and how every layer pushes and pulls on the others.