Nokia Commits $4 Billion Investment in Partnership with Trump Administration
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 21 2025
0mins
Should l Buy ORCL?
Source: WSJ
Investment in U.S. Manufacturing: Nokia is investing an additional $4 billion in U.S.-based manufacturing and R&D, collaborating with the Trump administration to enhance its network infrastructure for AI.
Focus on AI Technologies: The investment includes $3.5 billion dedicated to domestic R&D, emphasizing AI-ready mobile, fixed access, IP, optical, and data-center networking technologies at Nokia Bell Labs in New Jersey.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 153.970
Low
180.00
Averages
309.59
High
400.00
Current: 153.970
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Contract Backlog Advantage: As of the end of Q2, Oracle held $523 billion in remaining performance obligations, second only to Microsoft's $625 billion, providing a solid foundation for future revenue growth, although a significant portion is tied to the OpenAI contract starting in 2027.
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- Funding Challenges: On December 17, 2025, Blue Owl Capital withdrew funding for a $10 billion Oracle data center project, highlighting market concerns over Oracle's spending commitments and rising debt levels, leading to another stock price decline and signaling ongoing investor confidence erosion.
See More
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- Debt Financing Plan: Reports on November 13, 2025, indicated Oracle's intention to raise an additional $38 billion in debt to fund its AI initiatives, specifically for two data centers supporting the OpenAI agreement, which led to a 4.15% drop in stock price.
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