Sentiment: Positive '''Reuters says Baidu topped quarterly revenue estimates on strong cloud growth, while WSJ notes profit drops and continued revenue pressure from a slowing ad business. Insight: mixed fundamentals suggest the market will likely price BIDU more on AI/cloud momentum than on legacy search ads, but durability of the cloud offset is the key swing factor.'''
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$BIDU: Cloud cushions ad slowdown
Sentiment: Positive
'''Reuters says Baidu topped quarterly revenue estimates on strong cloud growth, while WSJ notes profit drops and continued revenue pressure from a slowing ad business. Insight: mixed fundamentals suggest the market will likely price BIDU more on AI/cloud momentum than on legacy search ads, but durability of the cloud offset is the key swing factor.'''