
Baidu Stock Drops Nearly 20% as a $16.2 Billion Charge Exposes Its AI Gamble
Shares of Baidu ( NASDAQ:BIDU ) are down 9.7% over the past week and 17% over the past month, trading at $119.48 as of March 4, 2026.
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Shares of Baidu ( NASDAQ:BIDU ) are down 9.7% over the past week and 17% over the past month, trading at $119.48 as of March 4, 2026.

China sets its lowest economic growth target in decades.

Cathie Wood's ARK Invest exchange-traded funds adjusted several holdings on March 3, adding to select technology and aviation names while trimming others.Among

DNB Asset Management AS purchased a new stake in shares of Baidu, Inc. (NASDAQ: BIDU) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 6,528 shares of the information services provider's stock, valued at approximately $860,000. Other institutional investors and hedge funds

Cathie Wood's ARK Invest increased exposure to several artificial intelligence and computing companies last week, expanding positions in Baidu, CoreWeave, and A

BIDU beats Q4 earnings estimates as AI Cloud and Apollo Go gain traction, even as revenues, profit and margins decline year over year.

Cathie Wood bought shares of Amazon, Baidu, and Nu Holdings on Thursday. Amazon, Baidu, and Nu moved 1%, 6%, and 10% lower on the day.

ARK Invest added to its position in Baidu (BIDU) while trimming exposure to several technology and industrial holdings following recent market moves.The investm

ARK Invest's Cathie Wood bought $12M in Baidu and $800K in Amazon on Thursday, Feb. 26, 2026.

Baidu, Inc. (BIDU) Q4 2025 Earnings Call Transcript

Pre-market indexes are swinging back into positive territory from lower early-morning levels, now erasing the big losses in the first part of this week on all but the small-cap Russell 2000, which is break-even over the past five trading days. This morning, the Dow is +110 points, +0.22%, the S&P 500 is +6, +0.09%, the Nasdaq +7, +0.03% and the Russell 2000 +4, +0.18%.

Initial Claims reached 212K for last week, below the 215K expected but generally within range.

Baidu (BIDU) shares dropped 5% on Thursday after the company reported a 66% yearâonâyear fall in fourth-quarter net profit, with revenue declining for the t

Weak advertising spending dragged down the Chinese search-engine provider's profit and revenue.

The Chinese search giant has been facing pressure on both its top and bottom lines as its main advertising business slows.

China's largest search engine operator Baidu topped market estimates for quarterly revenue on Thursday, as strong growth in its cloud business helped cushion the hit from persistent weakness in its mainstay advertising business.

BEIJING, Feb. 26, 2026 /PRNewswire/ -- Baidu, Inc. (NASDAQ: BIDU and HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)), ("Baidu" or the "Company"), a leading AI company with strong Internet foundation, today announced its unaudited financial results for the quarter and fiscal year ended December 31, 2025. "2025 marked a pivotal year as AI became the new core of Baidu.

Guru Stock PicksDavid Herro has made the following transactions:Reduce in CNH by 1.5%Sold out in XAMS:EXOAdd in TSE:6273 by 1.02%New position in LSE:ULVROakmark

BIDU gears up for Q4 earnings with AI cloud and marketing momentum. However, online ad headwinds and monetization challenges may temper near-term gains.

I reiterate a Buy rating on the iShares China Large-Cap ETF, citing compelling valuation and bullish technical momentum. FXI trades at a blended P/E of 13.27 versus SPY's 24.43 and yields 2.37%, reflecting both value and geopolitical risk. The recent Supreme Court tariff ruling triggered a bullish key reversal in FXI, highlighting resilience amid U.S.-China trade policy uncertainty.