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Baidu Wants To Become China's Nvidia — But Can It Outrun Its Own Numbers?
Benzinga· 2025-12-05 14:56
Baidu Inc (NASDAQ:BIDU) isn't trying to evolve. It's trying to reinvent itself. Once defined by search and ad revenue, the company is now positioning as China's answer to Nvidia Corp (NASDAQ:NVDA) . Track BIDU stock here.The company is pushing deep into proprietary AI chips designed to power the next wave of compute-hungry models, cloud infrastructure, and autonomous driving systems. Its in-house semiconductor arm, Kunlunxin, is preparing for a potential $3 billion Hong Kong IPO — a move that could unlock t ...
Jim Cramer on Intel: “There’s an Amazing Comeback Story”
Yahoo Finance· 2025-10-04 21:01
Company Overview - Intel Corporation (NASDAQ: INTC) is recognized for its production of processors, chipsets, GPUs, FPGAs, memory, storage, networking, and software solutions, catering to workloads such as AI, security, and cloud computing [2] - The company also provides advanced manufacturing technologies, autonomous driving systems, and edge platforms that facilitate digital transformation [2] Leadership and Performance - Jim Cramer highlighted Intel's CEO, Lip-Bu Tan, as a "legendary semiconductor investor," noting his successful turnaround of Cadence Design Systems, which saw a stock appreciation of approximately 3,200% over 13 years [1] - Under Tan's leadership, Intel is experiencing a significant change in fortunes, indicating a potential recovery for the company [1] Investment Perspective - While Intel shows potential as an investment, there are opinions suggesting that certain AI stocks may offer greater upside potential and carry less downside risk [3]