BAIDF News and Press, Baidu From 02/04/26

2026-02-04 23:36:29 ET More on Baidu Baidu: A Dividend Giant In The Making Baidu: AI Chip Unit IPO A Major Catalyst Baidu: Buy The AI Infrastructure, Not The Chatbot Hype Baidu's AI bot Ernie surpasses 200M monthly active users: report Baidu's Apollo ...

2026-02-02 11:39:06 ET Baidu, Inc. ( BIDU ) stock is nowhere near the highs of $330+ seen in early 2021. However, BIDU stock has made a strong comeback in the past 12 months (up 61%). Last November, ahead of Baidu’s Q3 earnings, I thought the company was significantly under...

2026-02-02 02:00:23 ET More on Alibaba Alibaba: Brace For Dip After Exceptional Price Performance YTD (Rating Downgrade) Alibaba Qwen Upgrade: The Market Can No Longer Ignore This AI Catalyst Alibaba: H200 Provides A Massive Growth Catalyst Alibaba joins hand...

2026-01-15 10:16:39 ET More on Communication Services Select Sector SPDR Fund Where To Find Outperformance In 2026 2026 Market Outlook: AI To Remain In The Spotlight My S&P 500 Prediction On Sector Outperformers And Laggards In 2026 IHS, Deutsche Telekom,...

2026-01-07 03:45:01 ET Baidu's ( BIDU ) Apollo Go secured Dubai's first permit for fully driverless testing, enabling operations without a human safety driver on designated public roads. These development positions Apollo Go for potential commercial ride-hailing serv...

2026-01-06 15:33:06 ET Tesla, Inc.’s ( TSLA ) weak Q4 auto sales report has confirmed its second consecutive year of declining deliveries. The company delivered 418,000 vehicles in the three months through December, down 16% y/y and sequentially from its record-setting Septem...

2026-01-02 00:53:43 ET Baidu ( BIDU ) has announced plans to spin off and separately list the H shares of its subsidiary, Kunlunxin (Beijing) Technology Co., Ltd., on the Hong Kong Stock Exchange. ... Read the full article on Seeking Alpha For furthe...

2025-12-24 04:42:58 ET Chinese consumption and global e-commerce are cooling off Alibaba Group's ( BABA ) cloud service is growing strongly. That's how I interpreted it when I looked at Q2 2026 (Sep 2025), where the segment's growth was 34% year-over-year. I saw it as something ...

2025-12-22 00:47:26 ET Thesis My rating on Baidu ( BIDU ) is a "Buy", and I will not be placing my bet on the ChatBot/Consumer AI. The premise of my thesis is the AI Infrastructure; specifically the Cloud, Compute Capacity, Inference and Proprietary Chips. It’s at this le...

2025-12-15 06:26:57 ET Introduction Last time I covered Baidu ( BIDU ), I highlighted their excellent financial health, significant AI and robotaxi expansion and reiterated their Strong Buy rating despite already being up ~40% since I first covered them.... Read the fu...