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Baidu Unveils 5-Year AI Chip Roadmap To Replace Nvidia in China

Baidu Inc (NASDAQ:BIDU) is rapidly emerging as one of China's leading artificial intelligence chip players, directly challenging Huawei Corp as both companies work to replace Nvidia Corp (NASDAQ:NVDA), whose top processors are now blocked from the Chinese market.

Benzinga

3 Reasons Baidu Could Be the Dark Horse of Global AI

Investors focused on the biggest AI names in the United States may miss out on Baidu, the Chinese internet company that has been making major advances in AI.

MarketBeat

Baidu Gets A Turbocharge: New 2X ETF Lets Traders Bet Big On China's AI And Robotaxi Giant

Krane Funds Advisors has added fresh fuel to its single-stock lineup with a leveraged bet on one of China’s most recognisable tech names. On Nov. 21, the firm rolled out the KraneShares 2X Long BIDU Daily ETF (NASDAQ:KBDU), designed to deliver twice the daily percentage change of Baidu Inc (NASDAQ:BIDU)…

Benzinga

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Baidu To Rally More Than 69%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Forget Alphabet, This Chinese Google Rival Surges In Value Amid Aggressive AI Push Despite Michael Burry's Warning

Baidu Inc. (NASDAQ:BIDU) has surged into the upper echelon of potential bargain stocks, triggering a notable shift in its proprietary Benzinga ratings.

Benzinga

Tech Brief (Nov. 19): PDD’s Revenue Growth Rebounds After Five-Quarter Slowdown

Google launches its new Gemini 3 large language model, Xiaomi’s EV business posts its first quarterly profit

Caixin Global

'Big Short' Michael Burry Slams Baidu For $2.2 Billion Impairment In Q3 After 50% Of 2024 Net Income Gain Driven By 'Useful Life' Tweaks

Michael Burry, the investor famed for “The Big Short,” aimed at Baidu Inc. (NASDAQ:BIDU) following its third-quarter 2025 earnings release, highlighting a pattern of accounting maneuvers that raises doubts about the company’s financial health.

Benzinga

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Baidu's AI Cloud Takes Off, But Ad Slump Steals Spotlight

Baidu, Inc. (NASDAQ: BIDU) shares slipped after the company reported a decline in revenue and negative free cash flow, underscoring how its aggressive push into AI is reshaping the business, even as core advertising weakness persists.

Benzinga

NVDA Earnings, FOMC and Other Key Things to Watch this Week

Markets face a defining week dominated by Nvidia's Wednesday earnings, an event that could determine the trajectory of AI infrastructure investment narratives and broader technology sector leadership heading into year-end.

Barchart

Tech Brief (Nov. 14): Baidu Unveils Ambitious AI Chip Roadmap

Tencent said it is making ‘constructive’ progress in talks with Apple over how to share revenue from mini-games on its WeChat app, JD.com beat revenue expectations in the third quarter, but profits took a hit as the e-commerce giant upped investment in its fledgling food delivery unit.

Caixin Global

Ark Invest's Cathie Wood Bumps Stake in Mag 7 Stocks; Adds Pony AI, Alibaba to Portfolio in Q3

Cathie Wood's Ark Invest increased holdings in US Mag 7 stocks and Chinese AI firms in Q3, despite concerns over an AI bubble and market volatility.

International Business Times UK

China officials overseeing allocation of high-end AI chips, prioritizing homegrown options — government's AI chip pivot accelerates as US export restrictions bite

Restrictions on U.S. chip exports are beginning to force visible shifts in China’s AI compute strategy, as a shortage of Nvidia accelerators drives cloud providers toward domestic alternatives.

Tom’s Hardware

Cathie Wood Goes Big On Alibaba With $25 Million Share Purchase, Scales Back On This Social Media Stock

On Tuesday, Cathie Wood-led Ark Invest made significant moves in its portfolio, focusing on Alibaba Group Holding Ltd. (NASDAQ:BABA), Baidu Inc. (NASDAQ:BIDU), and Reddit Inc. (NYSE:RDDT). These trades come amid a backdrop of evolving market dynamics and regulatory challenges, particularly affecting Chinese firms.

Benzinga

The race begins to make the world’s best self-driving cars

Chinese search giant Baidu challenges Google’s Waymo’s driverless vehicles and Musk aims for a $1tn pay package

The Guardian - US

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Benzinga

Cathie Wood Dumps $2.4 Million Worth Of Tesla Shares, Doubles Down On These AI Stocks

On Monday, Cathie Wood-led Ark Invest executed significant trades involving Tesla Inc. (NASDAQ:TSLA), Pony AI Inc. (NASDAQ:PONY), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), and Baidu Inc. (NASDAQ:BIDU). These trades highlight Ark’s strategic positioning in the tech and AI sectors.

Fortune

WeRide’s CEO pitches robotaxis as a solution to aging populations and long commutes, as the firm raises more money for R&D with an HK IPO

CEO Tony Han talks about Chinese investors, self-driving cars as a social good, and why companies like Uber are turning to Chinese robotaxi partners.

Caixin Global

Tech Brief (Nov. 4): Baidu’s Robotaxi Service Expands to 22 Cities

Amazon and OpenAI sign $38 billion deal, PBOC to explore cross-border payment solutions with digital yuan

Tom’s Hardware

PewDiePie goes all-in on self-hosting AI using modded GPUs, with plans to build his own model soon — YouTuber pits multiple chatbots against each other to find the best answers

PewDiePie has built a custom web UI for self-hosting AI models called "ChatOS." Running open-source models from Baidu and OpenAI, PewDiePie made a "council" of bots that voted on the best responses, and then built "The Swarm" for data collection that will become the foundation of his own model coming…

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Caixin Global

Cover Story: U.S. and Chinese Chipmakers Tread Different Paths in AI Gold Rush

As U.S. tech giants pursue compute-heavy infrastructure, China bets on power in numbers with homegrown innovation and modular design

Benzinga

Intel, Scienture Holdings, Ford, Deckers, And Super Micro Computer: Why These 5 Stocks Are On Investors' Radars Today

Major U.S. indices closed higher on Thursday, with the Dow Jones Industrial Average up 0.3% at 46,734.61, the SP 500 advancing nearly 0.6% to 6,738.44, and the Nasdaq climbing about 0.9% to 22,941.79.These are the top stocks that gained the attention of retail traders and investors through the day: Intel…

Benzinga

Ark Invest Dumps AMD Stock, Doubles Down On Chinese Tech Giants Alibaba And Baidu

On Thursday, Cathie Wood‘s Ark Invest made significant trades involving Alibaba Group Holding Ltd (NYSE:BABA), Baidu Inc (NASDAQ:BIDU), Advanced Micro Devices Inc (NASDAQ:AMD), and Tempus AI Inc (NASDAQ:TEM). These trades reflect Ark’s strategic positioning in the tech sector, with purchases and sales across multiple funds.

Caixin Global

Tech Brief (Oct. 23): China Cracks Down on Smart Devices Over Data Violations

Huawei rolls out HarmonyOS 6 amid ecosystem expansion, Baidu strikes deal to launch robotaxi service in Switzerland

Euronews

China's Baidu to launch driverless taxi trials in Switzerland this December

Baidu is joining the fast-growing race to launch driverless taxis in Europe, going head-to-head with Uber, Waymo and other global tech rivals.

Benzinga

Baidu Pushes Driverless Ambitions With PostBus Deal In Switzerland

Baidu, Inc. (NASDAQ:BIDU) has advanced its global autonomous driving ambitions by announcing a strategic partnership between its ride-hailing subsidiary, Apollo Go, and PostBus, the principal public transport operator of Swiss Post.

Benzinga

US-China Trade Fight Hits Chinese Tech Stocks

U.S.-listed shares of major Chinese corporations, including Alibaba Group Holding Ltd. (NYSE:BABA), Baidu Inc. (NASDAQ:BIDU), PDD Holdings Inc. (NASDAQ:PDD), JD.com Inc. (NASDAQ:JD), NIO Inc. (NYSE:NIO), Li Auto Inc. (NASDAQ:LI), and XPeng Inc. (NYSE:XPEV), slid on Friday amid escalating geopolitical tensions between Beijing and Washington.

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