$NOK — Nokia is rebuilding itself around the AI infrastructure cycle — across optical networking, AI silicon, and AI-RAN. Key highlights: — Q1 2026 net sales in optical networking grew 20% YoY. JPMorgan maintained an Overweight rating, pointing to AI and cloud order strength as a potential upside catalyst. — Launched four AI-workload-optimized DSPs at the March OFC conference, expected to lower customer TCO by up to 70%. — Partnering with Nvidia and other chip leaders on the AI-RAN alliance, bringing radio access networks onto AI accelerators. Three structural shifts, one company quietly repositioning. Trade $NOK and 900+ U.S. and Hong Kong equities with stablecoins on StableStock.

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FOXCONN’S LARGEST REVENUE SOURCE IS NOW AI SERVERS AND CLOUD HARDWARE Q1 revenue rose 29% YoY to about $67B. Net profit rose 19% YoY to about $1.6B. Cloud and networking products, including AI servers, made up almost half of total revenue. Smart consumer electronics, including smartphones, were about one-third. Foxconn said next-gen AI server rack shipments for a major client are slated to begin in Q3.

Cisco $CSCO shares rose over 13.6% after hours after reporting $15.3 billion in revenue (up 10%). The standout was Networking revenue, up 21%, indicating that the hardware layer of the AI revolution is finally reaching the enterprise networking level.

$CSCO Q3 EARNINGS HIGHLIGHTS 🔹 Revenue: $15.8B (Est $15.54B) 🟢; +12% YoY 🔹 Adj. EPS: $1.06 (Est $1.04) 🟢; +10% YoY 🔹 Product Orders: +35% YoY 🔹 Networking Product Orders: +50%+ YoY 🔸 AI Infrastructure Orders: FY26 expected orders raised to $9B from $5B FY26 Guide: 🔹 Revenue: $62.8B-$63.0B (Est $61.6B) 🟢 🔹 Adj. EPS: $4.27-$4.29 (Est $4.16) 🟢 Q4 FY26 Guide: 🔹 Revenue: $16.7B-$16.9B (Est $15.82B) 🟢 🔹 Adj. EPS: $1.16-$1.18 (Est $1.07) 🟢 🔹 Non-GAAP Gross Margin: 65.5%-66.5% 🔹 Non-GAAP Operating Margin: 34%-35% Other Metrics: 🔹 GAAP Gross Margin: 63.6% 🔹 Non-GAAP Gross Margin: 66.0% 🔹 Non-GAAP Operating Margin: 34.2% 🔹 Campus Networking Orders: +25%+ YoY 🔹 Data Center Switching Orders: +40%+ YoY 🔹 AI Infrastructure Revenue: FY26 expected revenue raised to $4B from $3B 🔹 RPO: $43.5B; +4% YoY Capital Return: 🔹 Shareholder Returns: $2.9B in Q3 🔹 Dividend: $0.42/share 🔹 Share Repurchases: $1.3B 🔹 Remaining Buyback Authorization: $9.6B Commentary: 🔸 “Cisco delivered record quarterly revenue in Q3 and we saw very strong, broad-based demand for our products, demonstrating the relevance of our technology for connecting and securing AI.” 🔸 “Cisco is well-positioned as the critical infrastructure for the AI era.”

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