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Instant News and Commentaries
2026-01-22
17:00
Baidu to Report Fourth Quarter and Fiscal Year 2025 Financial Results on February 26, 2026

BEIJING, Jan. 22, 2026 /PRNewswire/ -- Baidu, Inc. (Nasdaq: BIDU; HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)) ("Baidu" or the "Company"), a leading AI company with strong Internet foundation, today announced that it will report its financial results for the Fourth Quarter and Fiscal Year 2025 ended December 31, 2025, before the U.S. market opens on February 26, 2026. Baidu's management will hold an earnings conference call at 7:30 AM on February 26, 2026, U.S. Eastern Time (8:30 PM on February 26, 2026, Beijing Time).

Please register in advance of the conference call using the link provided below. It will automatically direct you to the registration page of "Baidu Inc. Q4 2025 Earnings Conference Call". Please follow the steps to enter your registration details, then click "Register". Upon registering, you will then be provided with the dial-in number, the passcode, and your unique access PIN. This information will also be emailed to you as a calendar invite.

For pre-registration, please click:
https://s1.c-conf.com/diamondpass/10052617-fv4jhm.html

In the 10 minutes prior to the call start time, you may use the conference access information (including dial-in number(s), the passcode and unique access PIN) provided in the calendar invite that you have received following your pre-registration.

Additionally, a live and archived webcast of this conference call will be available at https://ir.baidu.com.

A replay of the conference call may be accessed by phone at the following number until March 05, 2026:
US: 1 855 883 1031
Reply PIN: 10052617

About Baidu

Founded in 2000, Baidu's mission is to make the complicated world simpler through technology. Baidu is a leading AI company with strong Internet foundation, trading on Nasdaq under "BIDU" and the HKEX under "9888." One Baidu ADS represents eight Class A ordinary shares.

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14:37
Red Hat Expands Co-op with Nvidia to Jointly Promote Firm Open Source Tech, Firm AI Rapid Development

Red Hat, the world's leading provider of open source solutions, announced today (22nd) a landmark expansion of its collaboration with Nvidia (NVDA.US) to align enterprise open source technologies to the rapidity of enterprise AI evolution and rack-scale AI advances.

As the industry moves beyond individual servers toward unified, high-density systems, Red Hat aims to deliver the starting point for this transformation with Red Hat Enterprise Linux (RHEL) for Nvidia, a specialized edition of the world's leading enterprise Linux platform that is optimized for the NVIDIA Vera Rubin and tuned to drive future production on Red Hat OpenShift and Red Hat AI.
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AASTOCKS Financial News
Website: www.aastocks.com

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14:33
Jefferies: Microsoft (MSFT.US) Rated at Buy as Valuation More Attractive Than Peers

Microsoft (MSFT.US)'s share price has fallen 18% since the first fiscal quarter, despite disclosing investment commitments of US$250 billion in OpenAI and US$30 billion in Anthropic, according to Jefferies' research report.

Its valuation multiple has still compressed by 23% as investors continued to shift towards semiconductor stocks. However, Microsoft is expected to significantly expand its output this year through its strong execution with massive order backlog, presenting upside potential.

Microsoft's FY2027 EPS valuation at 23x is attractive, lower than the 24x/ 25x of the hyperscale cloud service companies Amazon.com (AMZN.US)/ Alphabet (GOOGL.US), Jefferies added. Microsoft's operational visibility, remaining performance obligation (RPO) value and AI monetization path are clearer compared to the above two enterprises.

Therefore, the broker rated Microsoft at Buy, with a target price of US$675.
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AASTOCKS Financial News
Website: www.aastocks.com

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10:51
OpenAI CEO Reportedly Visits Middle East Recently to Seek Investors for Latest US$50B Financing Round

OpenAI CEO Sam Altman recently visited the Middle East to meet with major investors in the region, with an aim to discuss the Company's latest financing round of at least US$50 billion, at a valuation between US$750 billion and US$830 billion, higher than the US$500 billion valuation allowed for employee stock sales in the fall of 2025, Bloomberg quoted sources as saying.

Altman once met with major state-backed funds in Abu Dhabi, UAE, and that the final financing amount may vary, the sources added. The Company has also been in discussions with Amazon.com (AMZN.US) for at least US$10 billion.

The Information previously reported that the company has discussed raising tens of billions of dollars at a valuation of US$750 billion.
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AASTOCKS Financial News
Website: www.aastocks.com

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10:08
Citi Cuts Microsoft TP to USD660, Rating Buy

Citi, in its report, upheld a constructive view on Microsoft (MSFT.US), expecting Azure to accelerate growth in 2HFY26. However, in wake of slightly lower non-Azure 2026 estimates on weaker PC demand, and increased spending related to OpenAI, the company's target price was cut from USD690 to USD660. The rating was Buy.

Distributor surveys showed a slight dip in Microsoft's quarterly results performance, but partner and CIO surveys were more optimistic, highlighting Azure's sustained momentum and strong order pipeline, Citi noted.

Despite potentially mixed 2Q results, Citi remained constructive about Microsoft's 2H results, as strong orders and expanded capacity are expected to juice Azure's accelerated growth and lead to upward forecast revisions.

Microsoft remains a top pick among mega-cap tech stocks, with the multiple avenues of high-ROI AI monetization pathways expected to drive continued acceleration in revenue and profit growth.
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AASTOCKS Financial News
URL: www.aastocks.com

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10:05
CMSI Slashes Netflix (NFLX.US) TP to US$126 as Quarterly Results Beat, but Profit Margin Guidance Misses

Netflix (NFLX.US)'s 4Q25 results beat expectation, with quarterly revenue reaching US$12 billion, up 18% YoY, in line with forecast, CMSI released a research report saying. The growth was primarily driven by the launch of robust hit content, such as Stranger Things season finale.

Although the guidance for 1Q26 and full-year revenue were in line with market consensus, the profit margin guidance missed, leading to a pullback in its share price during after-hour trading session.

Therefore, the broker kept rating at Overweight on Netflix, and slashed its target price from US$142 to US$126 due to higher discount rates resulting from a downgrade in the sub-sector rating and M&A execution risks, corresponding to a 39x/ 33x PE ratio for FY2026/ FY2027, respectively.

Although the uncertainty of the Warner Bros. Discovery (WBD.US) merger has not been fully resolved, it is not expected to have a substantial impact on its 2026 results. With the significant valuation correction, the current stock price level is attractive.
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AASTOCKS Financial News
Website: www.aastocks.com

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09:20
Apple China Launches LNY Limited-Time Offer with Max. RMB1K Discount

Apple's China online store has launched a limited-time Lunar New Year (LNY) promotional campaign.

Users who purchase designated products such as iPhone, Mac, iPad, and Apple Watch with eligible payment methods from January 24-27, 2026, can enjoy a maximum discount of RMB1,000. The iPhone 17 series, however, will not be included in this campaign.
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AAStocks Financial News
Web Site: www.aastocks.com

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08:06
Apple Reportedly Developing AI Wearable Device Pin

Apple (AAPL.US) is developing an AI wearable device called Pin, which is expected to be slightly thicker than the AirTag, according to The Information.

The device will have a thin, flat, circular design, with an aluminum and glass exterior. It will be equipped with multiple cameras, a speaker, microphones, and wireless charging capabilities.

Apple may release Pin as early as 2027, and is confident in its market prospects, planning to produce approx. 20 million units at launch, the report added.
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AASTOCKS Financial News
Website: www.aastocks.com

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05:37
US House Seeks to Tighten Grip on AI Chip Exports

The US House Foreign Affairs Committee approved on Wednesday a bipartisan bill that requires Congress to regulate the export of advanced AI chips similarly to military sales.

With support from both Republican and Democratic members of the Committee, this bill will prohibit Nvidia (NVDA.US) from selling its Blackwell chips to China for two years and will turn existing export control measures into law.
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AAStocks Financial News
Web Site: www.aastocks.com

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05:18
Apple Reportedly Plans to Revamp Siri into AI Chatbot

Apple Inc. (AAPL.US) plans to revamp Siri later this year, transforming it into the company's first AI chatbot, thereby entering the generative AI race led by OpenAI and Google, foreign media reported.

The chatbot, codenamed Campos, will be deeply integrated into the iPhone, iPad, and Mac operating systems, replacing the existing Siri interface, sources divulged.

Users can activate the new service by saying "Siri" or holding down the side button on the iPhone or iPad, similar to how Siri is currently accessed.
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AASTOCKS Financial News
Website: www.aastocks.com

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