Nokia Surged on Nvidia's Investment — Then Gave It Back. Buy the Dip? (NOK Q2 2026)

Podcast: Chip Stock Investor Podcast · Nicholas Rossolillo; Kasey Rossolillo

Opublikowano: 2026-09-01

Nokia stock surged on Nvidia's investment and AI RAN hype — then gave much of it back. We ran the numbers on NOK's Q2 2026 earnings to see if the sell-off is a buying opportunity or a warning sign. Nokia (NOK) has become one of 2026's most talked-about telecom equipment names after Nvidia's strategic investment and growing buzz around 6G and AI RAN (Radio Access Network) infrastructure. In this episode, we break down Nokia's Q2 2026 earnings, including the misleading telecom revenue chart, the real growth driver (AI and cloud products, up 105% year-over-year vs. just 4% for legacy telecom), and how th...