NOK Stock Faces Worst Week In 5 Years – But Retail Traders Are Not Giving Up On Nokia’s 'AI RAN Technology' Push

• Nokia shares fell as investors took profits after a major AI-driven rally.
• Nokia launched a commercial AI-RAN platform with Nvidia to improve network performance.
• The company will report its Q2 earnings on July 23.  

Nokia (NOK) stock is under pressure, heading for its worst week in over five years, but retail investors are betting the market is overlooking a major artificial intelligence opportunity tied to the company’s AI-RAN strategy and its potential to reshape Nokia’s long-term growth story. 

Profit-Taking Hits Nokia After AI-Driven Rally 

The decline comes as Nokia’s investors take profits after a huge rally and worry that the company’s valuation has become too expensive. The stock had more than doubled in the past 12 months, helped by excitement around artificial intelligence and Nvidia’s (NVDA) $1 billion investment 

However, the rapid rise pushed Nokia’s valuation far above industry levels, with concerns rising after Samsung gave weaker outlook signals. Nokia stock traded more than 3% lower overnight ahead of Friday. 

Nokia’s Commercial AI-RAN Network Platform In Focus 

On Wednesday, Nokia launched the telecommunications industry’s first commercial AI-RAN platform, aiming to help network operators increase capacity and transition from traditional hardware-focused upgrades to software-driven innovation.

The AI-RAN technology combines Nokia’s AI-native anyRAN software with Nvidia’s accelerated computing technology to improve wireless network performance. 

The platform has already demonstrated more than 20% improvements in spectral efficiency during testing, with Nokia targeting a 50% gain by 2027 and more than 100% improvement by 2028.

“AI-RAN is the biggest innovation in radio in decades. AI-RAN makes the network intelligent, extends AI into the physical world, and allows telcos to get more from their existing infrastructure, including a software upgrade path to 6G. Nokia’s anyRAN software, powered by NVIDIA’s Aerial AI-RAN platform, unlocks greater performance from the spectrum operators already have and can be deployed with existing Nokia or ORAN-compliant radio units. For operators, that means more performance, better returns and faster delivery of new services,” said Justin Hotard, President and CEO, Nokia. 

Nokia said its platform works with existing 4G and 5G networks while preparing operators for future 6G services. The company is also strengthening its 5G partnership with Taiwan Mobile by adding advanced AirScale technology and AI tools to boost network performance. 

SEB Equities upgraded Nokia on Wednesday from ‘Hold’ to ‘Buy’ and set a €12 ($13.7) price target, saying the company could see faster growth as demand for artificial intelligence and cloud technologies increases. 

With Nokia’s upcoming fiscal second-quarter earnings on July 23, investors are looking for proof that its AI growth can offset weakness in its legacy businesses. 

What Are Retail Traders Saying

On Stocktwits, retail sentiment around the stock improved to ‘bullish’ from ‘neutral’ territory the previous day. The stock saw a 13.7% gain in message volume over the last week. 

A user said, “The entire AI network infrastructure doesn’t happen without $NOK’s patented  AI RAN technology & 6G Towers!  So, just remember what the great warrior poets of 2-Live Crew said, “Just don't $NOK it, until you've tried it!” 

Another user said, “$1B nvdia investment printed $17… $150B in the AI horizon…   nokia owns and operates the fab…”

NOK stock has gained over 60% year-to-date. 

Also See: NFLX Stock Tumbles Overnight After Guidance Dismay – CFO Says Global Growth Story Is Far From Over

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