Name: How Chinese Tech Earnings Show AI Adoption
Uploaded: 2025-11-18T21:20:41.367-06:00
Duration: 5 min 58 s

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Olivier Blanchard and Stephanie Walter discuss recent Chinese tech earnings. Stephanie says “AI is taking the wheel” for Baidu (BIDU) over advertising, saying it is in the middle of a “deliberate transition.” PDD (PDD), parent of Temu, “shows resilience,” she notes, but it needs to mature its AI systems. Olivier notes consolidation within AI and cloud services but doesn’t see a clear winner in the sector. He lays out the qualities these companies will need in the future, including hyper-personalization for customers and efficiency.

How Chinese Tech Earnings Show AI Adoption

Expert commentary about top moving stocks, sectors, and commodities, along with CEO and analyst interviews.