Nokia Stock Rises on AI Push with Microsoft Partnership
Nokia's stock price has been steadily increasing since September 18, 2026, as the company highlights its focus on artificial intelligence and data as key drivers of growth. The company has expanded its partnership with Microsoft to accelerate telecom automation by integrating Nokia Data Suite directly with Microsoft Fabric for global operators.
This integration aims to streamline access to network data, making it easier for carriers to feed AI models that manage traffic, optimize performance, and detect anomalies. This strategy is expected to strengthen Nokia's position in data-centric network software.
Despite the promising AI push, investors are cautious about the company's current cash flow pressure. Nokia posted negative free cash flow of approximately EUR 835 million in the second quarter of 2026, which poses a challenge for converting its large AI order book into revenue.