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Baidu's expected shift from AI affordability to AI monetization in 2025 justifies upgrading Baidu to a Buy rating. Baidu's AI Cloud and Intelligent Driving businesses, along with the ERNIE bot ...

In this article, we are going to take a look at where Baidu, Inc. (NASDAQ:BIDU) stands against the other AI stocks. Chinese artificial intelligence company DeepSeek is threatening to bring to an ...

While DeepSeek doesn't make Baidu’s AI model Ernie irrelevant—its freely distributed format makes monetization of Baidu’s AI business harder in the personal cloud segment. Our fair value ...