Baidu: Search Keeps Shrinking, But AI-Cloud Is Taking Over (NASDAQ:BIDU)
· seekingalpha.com
Baidu's legacy online advertising/marketing business is deteriorating faster than I expected, but the stock is still a buy for me. Read the full analysis here.
After Baidu's ( BIDU ) Q2 earnings I think the Investment case has become much clearer - the search business is severely impaired, there's no way around that. I...