Scotiabank Sees Bargain in AST SpaceMobile After 70% Drop, Upgrades Stock
Analysts upgrade AST SpaceMobile to Outperform after a sharp drop. Scotiabank cites SpaceX competition but sees value in AST’s wholesale 5G model.
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Nokia Shares Fall Despite Strong Q3 Profit Beat as Restructuring Costs and Cash Flow Weigh
Strong AI-driven sales and profit failed to lift Nokia shares, which dropped on elevated restructuring charges and lower cash flow guidance.
Morgan Stanley Downgrades Ericsson on Falling North America Sales and Margin Pressure
Ericsson shares fell after Morgan Stanley flagged a flat RAN market, a 5% drop in North America Networks sales, and rising component costs.
Nokia Shares Jump After Microsoft AI Data Deal, With Ciena Outlook Adding Fuel
Nokia and Microsoft will combine Data Suite with Fabric so AI agents can run on cleaner telco data faster. Radio-network tools and Ciena’s growth targets support the move.
Rosenblatt Starts Nokia at Buy as an AI Optical Play Still Priced Like a Telco
Analyst Mike Genovese cites 20% growth in optical sales, €2.8 billion in AI and Cloud orders, and gains in scale-across networking share.
AI Neocloud Nscale Targets $3 Billion IPO, Backed by $51 Billion in Contracted Revenue
Nvidia, Dell and Nokia-backed Nscale seeks up to $3B U.S. IPO.