Barclays’ Jiong Shao says that with the largest cloud infrastructure in Asia, Alibaba is just getting started on capitalizing from the AI trends. He also highlights the ‘innovator’s dilemma’ Baidu ...

The company increased its R&D investment by 14% to $621 million and just reported Q3 FY24/25 results with revenue growing 20% ...

Baidu released its fourth-quarter earnings report, showing a 2% year-over-year decline in overall revenue, totaling RMB 34.1 ...

A recent summit for private entrepreneurs in Beijing, attended by tech leaders including Alibaba founder Jack Ma and Huawei ...

In November 2024, Baidu was granted a permit to test its robotaxi platform in Hong Kong – the first ride hailing operator to ...

Fawne Jiang reiterated Baidu as a Buy with $130 price target. He is confident in Baidu's AI growth and cross-selling ...

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this ...

Analysts at Nomura downgraded Baidu (BIDU) to "neutral" from "buy" on Wednesday. They said the company has a good chance to win the race in AI search but the potential costs of winning could be ...

A key challenge for VOD platforms like Iqiyi is the ease with which consumers can switch between services. This low switching cost, combined with fierce competition, limits Iqiyi’s ability to raise ...

Despite recent underperformance, I remain long-term bullish on Baidu due to its undervaluation and growth potential in AI. Read my BIDU thesis.

HONG KONG -- Asia stocks were mixed Wednesday, as Chinese technology stocks faltered after a short-term rally.