Nokia (NOK) rides the AI supercycle: Q1 beat, raised optical/IP outlook, and a leaner portfolio
Nokia (NOK) rallies on AI momentum: Q1 2026 beat, higher optical/IP outlook, dividend declared, and portfolio moves sharpen the stock’s story.
Nokia (NOK) rallies on AI momentum: Q1 2026 beat, higher optical/IP outlook, dividend declared, and portfolio moves sharpen the stock’s story.
Navitas’ Q1 2026 beat, raised Q2 guide and GlobalFoundries GaN pact fuel NVTS’s rally—what’s driving the surge and what risks remain.
Corning (GLW) jumps on a new Nvidia partnership and strong Q1. Here’s what drove the move, the numbers, risks, and what to watch next.
MSFT heads into Q3 FY26 earnings with a new OpenAI deal, fresh Maia 200 silicon, and Azure growth in focus. What to watch on April 29, 2026.
Ahead of Qualcomm’s April 29 earnings, here’s what could move QCOM: AI PCs, automotive, Apple modem timing, new $20B buyback, and guidance.
Arm stock jumps after Arm unveils its first in‑house AGI CPU, entering silicon with Meta as lead partner and targeting agentic AI data centers.