Core Viewpoint - Baidu is positioning itself as a significant player in China's AI chip market, aiming to challenge Huawei and fill the gap left by Nvidia's absence in the country [1][7]. Company Strategy - Baidu has shifted its focus from being primarily a search engine to developing driverless cars and AI technologies, including its majority-owned subsidiary Kunlunxin, which specializes in chip design [2][4]. - The company has outlined a five-year roadmap for its Kunlun AI chips, starting with the M100 in 2026 and the M300 in 2027, and is already utilizing its self-developed chips in data centers for its ERNIE AI models [3][4]. Market Position - Baidu generates revenue by selling chips to third parties for data centers and renting out computing capacity through its cloud services, aiming to create a comprehensive AI infrastructure [4]. - Analysts have noted that Kunlunxin has become a leading domestic AI chip developer, focusing on high-performance chips for various applications, including large language model training [5]. Competitive Landscape - With Nvidia's advanced GPUs being restricted from sale in China, Baidu is expected to capitalize on the growing domestic demand for AI computing, especially as Huawei is currently out of the market [6][7]. - Analysts from JPMorgan predict that Baidu's chip sales could increase six-fold, reaching 8 billion Chinese yuan (approximately $1.1 billion) by 2026, indicating strong growth potential [7]. Valuation Insights - Analysts at Macquarie estimate that Baidu's Kunlun chip unit could be valued at around $28 billion, highlighting the significant market potential for the company in the semiconductor space [8].

BANGALORE, India, Nov. 27, 2025 /PRNewswire/ -- Lenovo today announced expansion of its Neptune liquid cooling technology across its data center portfolio, advancing sustainable infrastructure for the age of AI. Designed to address the rising compute and energy demands of modern data centers, Lenovo Neptune enables servers to operate with about 40% lower power than air-cooled systems, ensuring consistent performance while lowering environmental impact.Lenovo continues to strengthen its leadership in energy- ...

Glendale, CA, Nov. 28, 2025 (GLOBE NEWSWIRE) -- Canadian crypto casino players increasingly prioritize privacy and transparent bonus structures when selecting online gambling platforms. Jackbit, operated by Ryker B.V, has emerged as a leading option across Ontario, British Columbia, Quebec, Alberta, and Manitoba by combining two distinct features: a no-KYC policy allowing withdrawals up to $5,000 CAD without identity verification, and a welcome bonus featuring 100 spins with zero wagering requirements.  Acc ...

Atlanta, Georgia-based Southern Company (SO) engages in the generation, transmission, and distribution of electricity. With a market cap of $99.4 billion, Southern operates as one of the largest utility companies in the U.S. and serves millions of customers in Mississippi, Alabama, Georgia, Tennessee, Virginia, and other states. Companies worth $10 billion or more are generally referred to as “large-cap stocks.” Southern fits right into that category. Given the company’s extensive operations and influence ...

Civitas Resources, Inc. (NYSE:CIVI) ranks among the 9 hot energy stocks to buy. On November 19 UBS reiterated its Neutral rating and $27 price target on Civitas Resources, Inc. (NYSE:CIVI) following the company’s third-quarter 2025 earnings report. The company recorded a 6% increase in overall output during the quarter, averaging about 336,000 barrels of oil equivalent per day (mboepd). Additionally, oil volumes increased to 158 thousand barrels per day. The company achieved these production boosts while l ...

Atlas Energy Solutions Inc. (NYSE:AESI) ranks among the 9 hot energy stocks to buy. On November 17, Piper Sandler maintained its Neutral rating for Atlas Energy Solutions Inc. (NYSE:AESI) but reduced its price target from $12 to $10. The shift comes after Atlas Energy announced its entry into the megawatt market with a 240MW initial order. Photo by Jeff W on Unsplash By early 2027, Atlas Energy Solutions Inc. (NYSE:AESI) expects deploying around 400MW, including 190MW of Moser assets. The company has es ...

Ovintiv Inc. (NYSE:OVV) ranks among the 9 hot energy stocks to buy. On November 21, UBS boosted its price target for Ovintiv Inc. (NYSE:OVV) to $54 from $52, maintaining a Buy rating on the company’s shares. The upgrade follows Ovintiv’s acquisition of NVA and impending Anadarko disposal, which UBS says achieves three major business goals while offering a clear path for outperformance through 2026. The acquisition is expected to add roughly 140,000 net acres and 100,000 barrels of oil equivalent per day ...

ConocoPhillips (NYSE:COP) ranks among the 9 hot energy stocks to buy. On November 6, Wolfe Research reaffirmed its Outperform rating on ConocoPhillips (NYSE:COP) and increased its price target to $131 from $130. The change comes after ConocoPhillips announced an 8% dividend raise, which Wolfe Research characterizes as a possible trigger for the market to recognize the company’s potential. Wolfe Research highlighted the company’s free cash flow growth in its third-quarter results, estimating a $1 billion ...

The Williams Companies, Inc. (NYSE:WMB) ranks among the 9 hot energy stocks to buy. On November 7, The Williams Companies, Inc. (NYSE:WMB) announced that it had obtained important regulatory licenses from New Jersey and New York environmental authorities for its Northeast Supply Enhancement (NESE) project. The NESE project aims to boost energy stability in New York City by increasing natural gas supply and replacing high-emitting fuel oil. The Williams Companies, Inc. (NYSE:WMB) anticipates that the proj ...

Chevron Corporation (NYSE:CVX) ranks among the 9 hot energy stocks to buy. Following the company’s 2025 Investor Day, UBS reaffirmed its Buy rating on Chevron Corporation (NYSE:CVX) with a price target of $197 on November 13. Despite the lack of “a big splash” in Chevron’s investor presentation, the bank pointed out that the company’s portfolio revisions support both short-term and long-term projections. Pixabay/Public Domain Longer term, UBS believes that Chevron’s 2030 goals might be improved by incre ...