Nokia Corp. (NYSE:NOK) is up roughly 105% year-to-date. BlackBerry Ltd. (NYSE:BB) is up about 58%. Apple Inc. (NASDAQ:AAPL), the company whose 2007 product launch effectively ended both of their consumer franchises, has gained just 8% over the same stretch.
The catalyst is the same name on both deal sheets. Nvidia Corp. (NASDAQ:NVDA).
From Brick Phones to Backbone Infrastructure
For context on how unusual this is, pull up a long-term chart. Nokia’s stock peaked above $60 in 2000 and spent the next 25 years drifting between $3 and $8. BlackBerry topped $140 in 2008 and traded under $10 for most of the last decade.
Both were classic examples of disruption: smartphone leaders that missed the touchscreen pivot and watched Apple absorb their addressable market.
The two companies survived by quietly reinventing themselves as software and infrastructure businesses. Nokia became a network equipment vendor competing with Ericsson and Huawei.
BlackBerry shed handsets entirely and built itself around QNX, a real-time operating system that, per the company’s own most recent disclosures, is now embedded in more than 275 million vehicles worldwide.
For years that was a slow story. In 2026 it stopped being slow.
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