BAIDF News and Press, Baidu From 01/28/24

2024-01-28 20:15:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron International Growth Fund® (the Fund) gained 7.78% (Institutional Shares) d...

2024-01-26 11:45:48 ET Summary Chinese stocks have been in a downturn for three years but may rebound considerably as we advance. The Chinese bear market in stocks may be coming to an end, leading to the next bull market in Chinese equities. The risks of investing in Chinese s...

2024-01-25 20:15:56 ET Summary Baidu continues to build on its lead in China’s AI race. Having checked the user growth box post-Ernie Bot launch, all eyes are now on monetization. Few of the positives seem to be in the price, and thus, investors get a lot of bang for th...

2024-01-17 13:30:00 ET Summary Palantir Technologies Inc. is a leading AI platform company that could become one of America's most influential companies over the next decade. Palantir is playing a critical role in various geopolitical conflicts, including Ukraine's battle with Rus...

2024-01-16 15:50:43 ET Summary Baidu, Inc.'s AI product, ERNIE, was mistakenly linked to the Chinese military, causing a drop in stock price. The Chinese company has reassured investors that their AI platform is open to the public, including Chinese military research labs. The...

2024-01-09 18:04:24 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...

2023-12-28 13:14:00 ET Summary Cash saw $1.3 trillion of inflows in 2023, with record inflows into U.S. Treasuries. Morgan Stanley picks 24 stock longs for 2024. Microsoft's AI feature, Copilot, shows "game changing" monetization, while Baidu's generative AI chat tool, Ernie B...

2023-12-15 15:14:06 ET Summary Baidu is the tip of the spear in the coming LLM/AI wave in China, offering a large upside for investors with aggressive risk profiles. The company's AI efforts are funded by a cash cow search engine business and a fortress balance sheet. China's ...

2023-12-15 12:14:44 ET Summary Alphabet Inc./Google stock has been consolidating around the $130 level in recent months, despite the unveiling of Gemini and broader macro tailwinds. Google's AI prospects remain a key focus area for investors. But the lack of a tangible competitive...

2023-12-06 01:02:58 ET Summary Ariel Investments' 13F portfolio value decreased by 11% this quarter, from $10.56B to $9.45B. The largest five stakes in the portfolio are Mattel, Baidu, Kennametal, Madison Square Garden Entertainment, and Philip Morris. Stake increases were see...