EXPLAINED: 4 | Vintage Vibes

Tech Brief (Dec. 1): Baidu Initiates Largest Layoffs in Years

Meituan swings to quarterly loss, Nexperia China says supplies resume for over 500 clients

Caixin Global · Dec 1, 2025

Weekend Round-Up: TSMC Trade Secrets Lawsuit, Google Deepmind Scientist's Market Slam, Baidu Layoffs, Amazon's Court Victory And More

There was a whirlwind of tech news this week, with stories ranging from allegations of trade secret leaks at Taiwan Semiconductor Manufacturing Co. to layoffs at Baidu Inc. Here’s a quick recap of the top stories that made headlines.

Benzinga · Nov 30, 2025

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 · Nov 28, 2025

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 · Nov 19, 2025

'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 · Nov 19, 2025

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 · Nov 18, 2025

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 · Nov 16, 2025

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 · Nov 14, 2025

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 · Nov 13, 2025

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 · Nov 12, 2025