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Technology Stocks : Baidu (BIDU)

BIDU 125.01

-2.6%

Dec 12 9:30 AM EST

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From: Ron	11/19/2025 8:09:31 AM
	of 2098

Baidu's third-quarter revenue falls 7% as ad slump offsets cloud growth reuters.com Michael Burry Targets Baidu Next — Claims China's Search Giant Juiced Earnings With Aggressive Server Accounting stocktwits.com Burry also recently put the depreciation schedules of top U.S. AI hyperscalers — Meta, Alphabet, Oracle, Microsoft, and Amazon — under the microscope, arguing that they might be understating depreciation by using higher-than-realistic server lifecycles to boost future profits. "Understating depreciation by extending useful life of assets artificially boosts earnings — one of the more common frauds of the modern era," he said in an X post last week. "Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful lives of compute equipment."

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