Nokia's CEO says AI demand still outstrips supply. The problem lies elsewhere, and it could determine which AI stocks keep winning.
Nokia Corporation (NOK) News
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- 2026-10-22 BMO
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last 30 daysThe Nokia CEO's comments underscores continued demand for AI even as top executives debate slowing down the pace of development.
Nokia trades at a steep premium valuation while Verizon generates nearly 13x more net income on a 12.4% margin, a stark contrast in profitability and value.
AT&T generates nearly $19.4 billion in annual free cash flow with a 17.4% net margin, while Nokia trades at a steeper valuation premium despite its global infrastructure reach.
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