Baidu (NASDAQ:BIDU) reported a return to revenue growth in its first quarter of 2026, with management emphasizing that artificial intelligence has become the company’s primary growth engine and now accounts for a majority of its general business revenue.
Co-founder and Chief Executive Robin Li said
It’s a quite week on the earnings front, but all eyes will be on Nvida who are due to report on Wednesday after the closing bell. Other big names reporting this week include Walmart, Home Depot, Target and Baidu.
A 6x EV/EBITDA multiple. A chip business worth $9 to $13 billion that's currently valued at zero. A revenue mix flip happening at next Q1 earnings. The math doesn't reconcile.
Shares of Baidu, Inc. (NASDAQ: BIDU) are trading higher Monday as risk appetite tilts back toward growth and tech, helping lift large-cap internet names.
Nvidia's China market share fell to 55% as domestic rivals captured 41% of AI chip sales. Here's what NVDA stock investors need to know about the growing risk.
As of March 30, 2026, iQIYI (NASDAQ: IQ) stands at a critical inflection point. Long dubbed the "Netflix of China," the streaming giant has transitioned from a high-growth, high-burn cash incinerator into a leaner, AI-augmented content powerhouse. Today’s announcement of a $100 million share buyback program, alongside a formal application for a Hong Kong listing, [...]
Backed by Alibaba and Baidu Ventures, the Chinese 3D AI startup is pushing into North America — and arguing the next battleground in generative AI isn't text or images, it's geometry.
