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THE TRUTH ABOUT: Baidu - The Untold Story

This AI ETF Is Missing the Biggest AI Winners

The Global X Robotics & Artificial Intelligence ETF (BOTZ) has fallen more than 8% over five years due to heavy industrial automation exposure, concentration risk, and weak holdings like Tesla and Baidu.

MarketBeat

China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risks

Chinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferies sees greater sustainability risks in US cloud spending, highlighting rising capex relative to revenue and the challenge of monetising AI infrastructure investments.

The Economic Times

Uber, Wayve begin robotaxi rollout in London's busy streets as Europe takes cautious approach

London is launching its first self-driving taxi service with Uber and Wayve. These electric vehicles will initially have human safety drivers present. The service operates under Britain's pilot framework for autonomous vehicles. Other companies are also preparing similar services in the city. This marks a significant step toward future autonomous…

The Economic Times

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Robotaxi service debuts on London's busy streets as Europe weighs more self-driving vehicles

Uber and Wayve are launching a robotaxi service in London on Thursday, marking the city's first self-driving taxi service

The Independent UK

Dear Baidu Stock Fans, Mark Your Calendars for September 1

Baidu is set to become dual-primary listed on Sept. 1, giving investors a fresh reason to watch BIDU stock.

Barchart

Unitree, famous for its dancing robots, surges by 460% on its trading debut, lifting valuation to $66 billion, far ahead of U.S. competitors

The Hangzhou-based startup, founded in 2016, has quickly become something akin to a national champion in China's robotics sector.

Fortune

Global Market: Chinese stocks slide as semiconductor and robotics shares tumble

Chinese stocks tumbled on Wednesday as semiconductor and robotics shares came under heavy selling pressure, with weak corporate earnings and concerns over the broader economy weighing on sentiment. The CSI300 fell 2.4%, while the Shanghai Composite dropped 2%. Hong Kong shares edged higher. Meanwhile, humanoid robot maker Unitree surged nearly…

The Economic Times

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Baidu CEO vows to return Ernie to AI frontier as revenue miss sinks shares

Its Ernie large language model has gone months without a major ⁠upgrade, while ‌competitors such as Alibaba and Moonshot have continued to roll out newer versions of their models.

The Economic Times

Baidu’s AI Pivot Hits the Gas, but Its Advertising Cash Cow Is Losing Steam

Baidu Inc. (NASDAQ:BIDU) stock fell Tuesday after the company reported second-quarter 2026 revenue and adjusted earnings that missed analyst estimates.

Benzinga

China's Baidu, betting on AI, posts fifth straight quarterly revenue drop

Revenue during the second quarter of the year came to 31.3 billion yuan ($4.6 billion), an unaudited financial report showed, a 4% year-on-year drop. With cash flows still largely generated by marketing on its search platform, Baidu has suffered in recent years from a pronounced slump in Chinese consumer spending.

The Economic Times

Global Market: Trump-backed World Liberty partners with platform offering Chinese AI models

Trump-backed World Liberty Financial is collaborating with Hong Kong-based WorldClaw, which offers access to Chinese and US AI models. The partnership has drawn scrutiny because several Chinese developers face US security restrictions, while the Trump family holds a significant World Liberty stake and benefits financially from its cryptocurrency activities.

The Economic Times

Dear Baidu Stock Fans, Mark Your Calendars for August 18

Chinese tech giant Baidu is set to report Q2 results on Aug. 18 as investors watch closely.

Barchart

Weekend Round-Up: Rivian's Q2 Triumph, Trump's AV Push, Boeing's Sudan Connection, Baidu's London Test and Ford's Q2 Results

This week was a whirlwind of news in the tech and auto sectors. From Rivian’s impressive Q2 results to Trump’s push for autonomous vehicle deployment, there was no shortage of headlines. Let’s dive into the top stories.

Benzinga

Tech Brief (Jul. 30): U.S. Takes Aim at Chinese Robot-Makers With Sweeping Import Ban

Baidu’s Apollo Go starts public road tests in London, Zuckerberg says U.S. should not ban Chinese models to stay ahead

Caixin Global

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Reason

Large Libel Models Decision in China

I just learned about this Large Libel Models case from China (to add to the nine U.S. cases I've seen,… The post Large Libel Models Decision in China appeared first on Reason.com.

Barchart

The AI Inflection Is Likely to Support a Re-Rating of Baidu Stock

Baidu shares are up on reports it will upgrade its Hong Kong listing.

The Economic Times

Apple Intelligence AI service registered with China's cyberspace regulator

Apple's new AI service, Apple Intelligence, has officially been registered with China's cyberspace regulator. This move is crucial for the tech giant to launch its advanced AI features within the Chinese market, navigating the country's strict internet regulations and ensuring compliance before wider rollout.

TechRadar

TeraBox AI review

TeraBox bundles AI writing, scanning, and presentation tools into its free cloud storage app, though the best parts sit behind Premium+.

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The Economic Times

Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO: Report

Investors have been asked to ‌buy chips ⁠with ⁠a value three to seven times the worth of their planned subscription in Kunlunxin's initial public offering shares, the report said.

The Economic Times

Chinese AI, chip firms are driving an onshore IPO rebound

China's tech IPOs are experiencing their strongest year since 2023, driven by Beijing's push for self-reliance in chip and AI sectors amid US rivalry. Over $3.1 billion has been raised by tech firms this year, with nearly 50 companies seeking listings. This surge offers crucial exit opportunities for investors and…

International Business Times

China Strikes Back at U.S. Sanctions With New Export Ban Targeting Defense Firms

China's Ministry of Commerce announced that 10 U.S. companies, including Lockheed Martin, General Dynamics, and rare Earth producers, would be prohibited from receiving Chinese dual-use goods.

Euronews

China announces sanctions on 10 US companies as trade tensions flare

The sanctions come a month after US President Donald Trump visited Beijing for talks with Chinese President Xi Jinping aimed at stabilising relations.

France 24

China sanctions US tech giants weeks after Pentagon blacklisted Chinese firms

China's commerce ministry on Monday imposed sanctions on 10 US tech companies, blocking them from exporting “dual-use” items, which have military and non-military applications, to the US. The companies barred from doing business with the US include drone makers and some involved in rare earths. Beijing's move comes weeks after…

The Economic Times

China hits back at US sanctions on tech giants, restricting its exports to 10 American defense firms

China has retaliated against US sanctions by imposing its own restrictions on 10 American military-linked companies. Beijing's Commerce Ministry announced a ban on exporting "dual-use" items to these firms, citing national security and US "wrongful expansion" of its own blacklist. Additionally, Chinese government entities are now prohibited from purchasing products…

AAP

China hits back at US sanctions on tech giants, restricting its exports to American defense firms

China has announced sanctions on 10 American defense companies

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