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2024-01-04 12:00:00 ET Summary Welcome to another installment of our monthly Rare Stock Picks series. Today, we're highlighting December 2023 investment picks you may have missed. As you know, some Seeking Alpha analysts are more discerning by nature. Others are finding compelling...
2024-01-04 02:00:00 ET Summary Joyy’s $3.6 billion sale of its China livestreaming business to Baidu has collapsed, more than three years after the deal was first announced. Joyy stopped including the China livestreaming business in its financial results as early as 2021, a...
2024-01-03 07:39:00 ET Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Baidu (NASDAQ: BIDU) bear many striking similarities. Alphabet's Google owns the world's largest search engine, the third largest cloud infrastructure platform, and its most popular streaming video platfo...
2024-01-03 05:09:33 ET More on NetEase and Tencent Out With The Old... Tencent Sells App Store To Huya NetEase: I Am Buying The Sell-Off Tencent Falls On New Gaming Restrictions: Assessing The Impact Tencent stock gains after China tries to allay concerns ove...
2024-01-02 05:27:19 ET More on Baidu, JOYY: Baidu: Ernie Bot May Be As Good And Growing As Fast As ChatGPT (Rating Upgrade) JOYY's sale of YY Live to Baidu remains on track, Nomura says Baidu to buy JOYY's China live streaming for $3.6B; YY +5.7% Baid...
2024-01-01 21:28:26 ET Summary Baidu's Ernie Bot has attracted over 100 million users, indicating strong growth potential for Baidu's GenAI tool in China. The Ernie Bot still has room for growth, with only about 7% of the Chinese population registered. Baidu's integration of G...
2023-12-31 08:30:00 ET Summary Baidu stock has not met my expectations, as the market remains pessimistic over Chinese equities. However, it has continued to execute well. Baidu's double beat on revenue and adjusted EPS in Q3 underscored its prowess. It also has a best-in-class "A...
2023-12-29 10:58:06 ET Summary Fund managers are crowding into Big Tech stocks while shorting Chinese equities due to ongoing pessimism in the Chinese market. China's regulatory watchdogs will closely monitor internet platforms, AI stocks, and gaming companies, potentially impacti...
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...
2023-12-28 07:30:38 ET More on Baidu Baidu Would Be $340 Per Share If It Were A US Company Baidu: 3 Reasons To Buy This Growth Stock Baidu: Strong Q3 Results May Spark A Bull Run China publishes draft guidelines to tackle data breach incidents - report ...
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Baidu to Report Second Quarter 2024 Financial Results on Aug 22, 2024 PR Newswire BEIJING , July 17, 2024 /PRNewswire/ -- Baidu, Inc. (Nasdaq: BIDU; HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)) ("Baidu" or the "Company"), a leading AI company with stron...
2024-07-15 16:35:00 ET Shares of Chinese tech stocks Alibaba (NYSE: BABA) , Baidu (NASDAQ: BIDU) , and JD.com (NASDAQ: JD) fell on Monday, down 2%, 5.9%, and 5.3%, respectively, in Monday's trading session. The downdraft in China-oriented consumer tech names appe...