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Baidu (BIDU) Stock Looks Cheap At First Glance After 30% Drop
Simply Wall St.9h agobearish
Baidu (BIDU) Stock Looks Cheap At First Glance After 30% Drop

Baidu's share price has dropped sharply year to date, yet the stock still screens as undervalued on market multiples while scoring poorly on broader valuation checks. This leaves investors weighing a potential discount against the possibility that the weak return is signaling deeper concerns. Year to date the stock is down about 30%, which suggests sentiment toward Baidu has cooled even though its 1 year return remains positive. Progress in areas like autonomous driving, highlighted by...

Bloomberg2d agoneutral
Tencent’s WorkBuddy Sparks AI Turnaround Hopes After Stock Rout

(Bloomberg) -- Tencent Holdings Ltd.’s early success with WorkBuddy may give the Chinese Internet giant a chance to catch up after lagging peers in the artificial intelligence race for the past few years.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’GameStop’s Ryan Cohen Weighs Pulling $56 Billion EBay OfferA $20 Million Weddi

Alibaba’s Qwen3.8-Max Launch: What BABA vs. BIDU Means for Investors
Insider Monkey6d agoneutral
Alibaba’s Qwen3.8-Max Launch: What BABA vs. BIDU Means for Investors

Alibaba (NYSE:BABA) unveiled its largest and most capable AI model to date on August 3, and the market noticed immediately, sending its Hong Kong-listed shares up about 7% the same day. The new model, Qwen3.8-Max, arrives as Chinese AI developers race each other on a near-weekly cadence, and it is another data point in the […]

Bloomberg7d agoneutral
DeepSeek Plans ‘Significant’ Price Increase for Its AI Services

(Bloomberg) -- DeepSeek plans to implement a significant price increase across its AI services, an unusual shift from the Chinese tech sector that has put pressure on US competitors with its aggressive pricing.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Billion Unlock H

Bloomberg7d agoneutral
Uber, Wayve Win Licenses for Supervised Robotaxis in London

(Bloomberg) -- Uber Technologies Inc. and UK startup Wayve Technologies Ltd. received permits to launch their robotaxi service in London with a safety driver, getting out ahead of Waymo and Baidu Inc.’s planned rollouts.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealSpaceX’s AI Splurge Puts Damper on Debut Earnings After IPOChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty

Bloomberg7d agoneutral
Uber Gives In-Line Outlook, Says Brazil Rivals Hurt Trips Growth

(Bloomberg) -- Uber Technologies Inc. issued a bookings outlook that just met analyst estimates and said fierce competition in the key Brazil market weighed on trips volume, compounding concerns from investors about the company’s ability to evolve in the robotaxi era.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPOBeer Dynasty Families

‘I’d Be Petrified’: Steve Eisman Says Cheap Chinese AI Models Could Wreck OpenAI and Anthropic’s Valuations
24/7 Wall St.8d agoneutral
‘I’d Be Petrified’: Steve Eisman Says Cheap Chinese AI Models Could Wreck OpenAI and Anthropic’s Valuations

“Big Short” investor Steve Eisman said on his own show, Real Eisman Playbook, that “If I was the head of Anthropic or OpenAI, I’d be petrified. That spells to me price war.” The comment lands at an inconvenient moment: both labs have filed confidentially with the SEC and are aiming at public listings near $1 ... ‘I’d Be Petrified’: Steve Eisman Says Cheap Chinese AI Models Could Wreck OpenAI and Anthropic’s Valuations

Baidu (NasdaqGS:BIDU) Starts London Robotaxi Tests And Wins Hong Kong Driverless Permit
Simply Wall St.15d agobullish
Baidu (NasdaqGS:BIDU) Starts London Robotaxi Tests And Wins Hong Kong Driverless Permit

Baidu's Apollo Go unit and Freenow by Lyft have started autonomous vehicle testing on public roads in London. The partners have also secured a fully driverless trial permit in Hong Kong for right hand drive robotaxis. These trials mark the first right hand drive fully driverless program globally and extend Baidu's autonomous ridehailing reach beyond mainland China. Baidu, listed as NasdaqGS:BIDU, is pushing deeper into autonomous ridehailing as its stock trades around $105.29. The company...

Baidu (BIDU) In Focus Following Governance Changes As Fair Value Views Split
Simply Wall St.16d agoneutral
Baidu (BIDU) In Focus Following Governance Changes As Fair Value Views Split

Why Baidu stock is back in focus after governance changes Baidu (BIDU) has drawn fresh attention after proposing new Articles of Association to align with Hong Kong Listing Rules, with shareholders set to vote at an extraordinary general meeting in Beijing on August 26, 2026. See our latest analysis for Baidu. With Baidu shares last closing at US$105.29 and the year to date share price return down 29.95%, recent weakness contrasts with a 17.77% total shareholder return over the past year...

Bloomberg17d agoneutral
China Memory Champion CXMT Set to Debut After $9.8 Billion IPO

(Bloomberg) -- CXMT Corp. is set to begin trading in Shanghai on Monday after raising 66.6 billion yuan ($9.8 billion) in the second-largest initial public offering in China’s history, with potential for a first-day gain that would make it the largest company in the country.Most Read from BloombergDeepSeek Said to Tell Backers of Funding Pause After Viral PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as

Bloomberg18d agoneutral
Memory Frenzy Primes China Champion CXMT for Historic Debut

(Bloomberg) -- Investor excitement over the memory chip trade is setting outsize expectations for the Shanghai debut of CXMT Corp., which is on the brink of making history after a near-record initial public offering.Most Read from BloombergSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysRetina Chip Designed to Restore Sight to Go on Sale in EuropeTrump Seethes as Iran War Spirals Anew With No End in SightHouthis Claim Saudi Attack as US Ends Run of Iran StrikesDeepSeek Said to Tell

Bloomberg21d agoneutral
China Resumes Issuing Robotaxi Licenses After Long Freeze

(Bloomberg) -- China has started issuing robotaxi permits again after a high-profile incident involving self-driving vehicles led authorities to suspend new licenses in April, according to people familiar with the matter.Most Read from BloombergHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple to L

Investing.com26d agoneutral
Is AI now the main driver of China’s growth?

Investing.com -- China’s artificial intelligence sector has become a key driver of economic growth, accounting for more than half of the country’s quarter-on-quarter expansion in the second quarter, according to an analysis by Capital Economics.

Will Baidu’s Hong Kong Dual-Primary Listing and Apple AI Deal Change Baidu's (BIDU) Narrative
Simply Wall St.26d agoneutral
Will Baidu’s Hong Kong Dual-Primary Listing and Apple AI Deal Change Baidu's (BIDU) Narrative

Baidu’s board previously approved pursuing a voluntary conversion to a dual-primary listing on the Hong Kong Stock Exchange, while the company also joined Apple’s effort to deploy artificial intelligence tools in China through a new partnership. Together, the Hong Kong dual-primary listing plan and Apple AI collaboration could reshape how global investors view Baidu’s access to capital and its role in China’s AI ecosystem. We’ll now examine how Baidu’s planned Hong Kong dual-primary listing...