$NOK

Deutsche Bank analysts highlight that semiconductor investing has been influenced by AI monetization concerns and macro factors, leading to a positioning-driven market. They see fundamentals as strong and identify a buying opportunity in European chip stocks, including Infineon, ST Micro, Besi, SUSS, and Nokia, with updated price targets for several.

Nokia and SoftBank will conduct a commercial AI-RAN field trial in Japan in 2027. The trial will use Nokia's anyRAN software and SoftBank's AITRAS platform, with NVIDIA's accelerated computing. This collaboration supports SoftBank's 'Beyond Carrier' strategy and advances Nokia's AI-RAN commercialization roadmap.

Nokia Corporation disclosed a manager's transaction under EU Market Abuse Regulation. Pallavi Mahajan, an other senior manager, received 35,192 shares as a share-based incentive on October 15, 2026. The transaction occurred outside a trading venue, and the unit price was not applicable.

Nokia transferred 2.14 million shares to equity incentive plan participants, reducing its treasury shares to 81.16 million. The move is routine and consistent with prior disclosures, according to AI Analyst.

Nokia Oyj shares may move 8.9% upon its Oct. 22 earnings release, according to options data. The company has exceeded the implied move in 2 of its last 8 earnings announcements. Past moves include a 11.1% drop in July and a 10.0% rise in October 2025.

Cboe Global Markets will extend options trading hours for 24 stocks and 5 ETFs, including AAPL, MSFT, and SPY, from 7:30 a.m. to 9:25 a.m. and 4:00 p.m. to 4:15 p.m. ET, starting Monday. The SEC approved the expansion, which aims to provide more trading flexibility and manage risk. Brokers like Robinhood and TradeStation will offer trading during these sessions.

Nokia is selling its campus 5G business to Aurelius, excluding its drone unit, which is under strategic review. The deal includes the MPW platform, serving 900 customers. Nokia will focus on wide-area private 5G networks. The transaction is expected to close in early 2027, subject to approvals.

China's Supreme Court ruled in favor of a Shenzhen clothing firm, allowing it to retain the Kokia trademark. The court decided the mark had gained enough distinctiveness through use to avoid confusion with Nokia's trademarks, according to the ruling.

Nokia and MEO extended their partnership to test AI applications in real-world networks. They aim to improve network management, monitoring, and optimization. Both companies plan to focus on practical uses for AI in daily operations, enhancing efficiency and customer experience. According to Nokia's John Harrington, the collaboration will have a tangible impact on communications networks.

Europe's Stoxx 600 fell 0.1% to 635.01 points on Tuesday, ending a two-day winning streak due to a sell-off in chip stocks. ASM International and Soitec were among the biggest decliners, dropping 6.3% and 6% respectively. The decline was driven by reports of progress in China's chip design, raising competition concerns. Meanwhile, oil prices fell, providing some relief. LVMH's weaker-than-expected sales also weighed on luxury stocks, while Givaudan rose 9.4% after beating sales expectations.