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Technology Stocks : Artificial Intelligence, Robotics, Chat bots - ChatGPT

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From: Frank Sully	11/29/2025 6:26:15 PM
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Baidu gets bullish views from JPM on cloud, AI growth J.P. Morgan upgraded Chinese internet giant Baidu (BIDU) to Overweight from Neutral and said cloud and AI are set to become the primary growth engines and value drivers for the company, rather than a rebound in its legacy advertising. The brokerage believes revenue growth from AI and cloud will be driven by Kunlun chip sales and GPU compute consumption. "We view Kunlun AI chip as one of the best positioned. We forecast chip sales to increase sixfold, reaching RMB 8B in 2026," according to JPM analyst Alex Yao. "We believe domestic demand for AI compute in China remains intense, and hyperscalers are increasingly sourcing from local solution providers."

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