Baidu's leadership in AI, autonomous driving, and search engine transformation, combined with its compelling valuation, supports a bullish long-term investment thesis. Despite short-term challenges in ...

Baidu's legacy online advertising/marketing business is deteriorating faster than I expected, with online marketing down 19% and legacy business down 23% in Q2 2026. At the same time, Baidu's ...

Over the weekend, Chinese web search giant Baidu announced the launch of two new AI models, ERNIE 4.5 and ERNIE X1, a multimodal language model and reasoning model, respectively. It also claims to ...

Baidu Search announced on its official WeChat account that it will fully integrate DeepSeek and Large Model ERNIE’s deep search capabilities to enhance user experience. The new features will be ...

Baidu's Q2 2025 results highlight robust AI Cloud growth (+27% YoY to RMB 6.5B) and record non-online marketing revenue (+34% YoY), offsetting a 15% YoY decline in core online marketing revenue.

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Baidu now reports AI citations, impressions, and clicks in its webmaster tools. The data isn't live yet, but the metric definitions already reveal plenty.

Baidu’s BIDU generative AI overhaul marks one of the most ambitious attempts yet to reinvent the search experience. The company’s ERNIE-powered AI Search is shifting from static, hyperlink-driven ...

Baidu’s BIDU-0.85%decrease; down pointing triangle AI assistant has surpassed 200 million monthly active users, according to people familiar with the matter, as competition intensifies among Chinese ...

Baidu's ChatGPT-like Ernie Chatbot will be free for users from April 1. Shares in Chinese search giant Baidu surged as much as 11.7% in Hong Kong on Thursday after it announced it will make its AI ...