For Travel Companies That Rely On Google, AI Search Results Are Starting To Hurt https://t.co/EdmeJprnsx https://t.co/EdmeJprnsx ...

Wedbush's Dan Ives said Apple should consider buying Perplexity and its AI search engine if it wants to catch up to its peers in the AI race. https://t.co/gpIKy4vq1E ...

Moroccan founder raises $4.2M for her YC-backed startup building the next layer of AI search | TechCrunch https://t.co/JV8dVe6GKm ...

For Travel Companies That Rely On Google, AI Search Results Are Starting To Hurt https://t.co/qXvw5XzABz https://t.co/qXvw5XzABz ...

近日，豆包"深入研究"功能已经在豆包App、网页版及电脑版正式开启测试，用户可免费体验。基于模 型的搜索、推理及Agent 能力，"深入研究"可以帮助用户更快速、全面和结构化地处理高难度的复杂任 务。 ...

Agreement Expands U.S. Business Listing Syndication by Approximately 10,000 End Users Locafy’s “AI Search Readiness” Solutions Positioned as Value-Added Upsell to Base Contract PERTH, Australia, June 27, 2025 (GLOBE NEWSWIRE) -- Locafy Limited (NASDAQ: LCFY, “Locafy” or the “Company”), a globally recognized leader in location-based digital marketing, today announced it has entered into a strategic partnership with one of the United States’ foremost online reputation and review management platforms. Under th ...

RT Robby Stein (@rmstein)AI Mode is coming to India – our first international expansion! Labs users in India can now start testing our most powerful AI search, designed to help with your toughest questions. Exciting times ahead for Search … stay tuned for more this summer. ...

近日，在今年的彭博科技峰会上，Perplexity联合创始人兼 Arvind Srinivas在与彭博的访谈中发表了对搜 索入口类大模型产品竞争能力的看法。 Perplexity为一家专注于AI搜索引擎应用的初创公司。据《金融时报》消息，Perplexity正在进行新一轮5 亿美元融资谈判，最新估值近140亿美元。今年2月，公司宣布计划推出融合AI智能体功能的浏览器 Comet，Comet的beta版本于5月正式上线。 4月，Perplexity与摩托罗拉正式签约，将在摩托罗拉手机上预装其AI助手Perplexity Assistant。另据 CNBC近日报道，Perplexity将与三星达成协议，计划将其AI助手集成到S26手机中，成为三星手机的默 认设置产品。苹果副总裁近期也开始与Perplexity进行商业接洽。与手机硬件商的合作，将大幅加快 Perplexity的模型训练、规模化部署和变现的速度。 此前，Arvind在CNBC采访中表示："在大模型搜索引擎中，Perplexity能提供目前最便宜的API，而且准 确度也最高，高于谷歌和OpenAI。不过，我认为AI问答服务最终将变成一种商品（commo ...

Yext (YEXT) Q1 2026 Earnings Call June 03, 2025 05:00 PM ET Company Participants Nils Erdmann - Senior Vice President, Investor RelationsMike Walrath - CEO and Chair of the BoardNaved Khan - Managing DirectorDarryl Bond - Chief Financial Officer Conference Call Participants Ryan Macdonald - Senior AnalystTom white - Managing Director, Senior Equity Research AnalystRohit Kulkarni - MD & Senior Research Analyst Operator Good afternoon, and welcome to the Yext Incorporated First Quarter Fiscal twenty twenty si ...

Investment Rating - The report assigns a "Buy" rating for Baidu.com Inc. (BIDU) with a 12-month price target of $96.00, indicating an upside potential of 14.4% from the current price of $83.92 [1]. Core Insights - The management aims to accelerate the AI search revamp, targeting a penetration rate of AIGC search results to reach 70-80% by the end of 2025, which is expected to lead to a near-term advertising revenue decline of over 10% year-on-year in Q2 and Q3 of 2025 [1][16]. - The cloud business is expected to maintain solid growth, with a 42% year-on-year increase in Q1 2025, driven by recurring subscription-based revenue despite fluctuations in project-based revenue [1][18]. - Margin pressure is anticipated in Q2 and Q3 of 2025 due to operating deleverage from advertising headwinds and investments in AI initiatives [1][20]. Advertising Outlook and AI Search Revamp - Management is focused on enhancing the AI search revamp, with expectations of a significant decline in advertising revenue in the near term due to the transition to AIGC search results [1][16]. - The advertising revenue for Baidu is projected to decrease from Rmb 72,849 million in 2024 to Rmb 67,261 million in 2025, reflecting a year-on-year decline of 8% [16]. Cloud Business Momentum - Baidu's cloud revenue is expected to grow significantly, with management highlighting the GPU cloud as a supply-constrained market where Baidu has a competitive edge [1][17]. - The cloud revenue is projected to reach Rmb 27,950 million in 2025, with a year-on-year growth rate of 28% [23]. Margin Dynamics - The report indicates that group-level margin pressure is expected due to a mix of slower advertising growth and faster growth in cloud and autonomous driving segments [1][20]. - Management anticipates that both the cloud and autonomous driving segments will see incremental margin improvements in FY25 [20][21]. Financial Projections - Total revenue is forecasted to grow from Rmb 133,125 million in 2024 to Rmb 135,929 million in 2025, reflecting a modest year-on-year growth of 2% [23]. - EBITDA is expected to decline from Rmb 34,907.5 million in 2024 to Rmb 31,420.6 million in 2025, indicating a year-on-year decrease of 10% [23]. Price Performance - The report notes that Baidu's stock has underperformed relative to the NASDAQ Composite, with a 12-month absolute return of -16.3% [12].