Michael Burry turns bearish on Nvidia and China
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Baidu earnings preview: Barclays lowers search advertising revenue forecasts
May 20, 2025 9:00 PM EDTBarclays cut its advertising revenue forecasts for Baidu (NASDAQ: BIDU) ahead of the companys first-quarter results, citing increasing pressure on its core search business from AI chatbots, including Baidus own Ernie.
Baidu is set to report on Wednesday, May 21.
We continue to believe that BIDU is faced with existential threats from the emerging AI chatbots, Barclays analysts wrote. AI-powered chatbots are like improved version of... More
Morgan Stanley Reiterates Overweight Rating on NVIDIA (NVDA)
May 19, 2025 9:44 AM EDTMorgan Stanley analyst Joseph Moore reiterated an Overweight rating and $160.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "What did we learn: Nvidia made a handful of announcements during the key note. The most interesting of which was NVlink Fusion, a new variant of Nvidia's interconnect technology that extends the capabilities for use with a broader ecosystem including custom ASICs and non-Nvidia CPUs (Qualcomm and Fujitsu highlighted). We frankly need to spend more time to understand this strategy and the impact to the ecosystem, as clearly it... More
