Baidu Option Alert: Dec 19 $90 Calls Sweep (57) near the Bid: 1159 vs 394 OI; Earnings 8/20 Before Open 

Baidu Option Alert: Dec 19 $90 Calls Sweep (57) near the Bid: 1159 @ $7.551 vs 394 OI; Earnings 8/20 Before Open Ref=$86.7

Baidu Option Alert: Sep 19 $90 Calls at the Bid: 2000 vs 5742 OI; Earnings 8/20 Before Open 

Baidu Option Alert: Sep 19 $90 Calls at the Bid: 2000 @ $4.02 vs 5742 OI; Earnings 8/20 Before Open Ref=$86.725

Baidu Option Alert: Sep 19 $80 Calls at the Bid: 4000 vs 4377 OI; Earnings 8/20 Before Open 

Baidu Option Alert: Sep 19 $80 Calls at the Bid: 4000 @ $9.32 vs 4377 OI; Earnings 8/20 Before Open Ref=$86.71

Baidu (NASDAQ:BIDU) Stock

BAIDU INC - SPON ADR

Baidu

Baidu is the largest internet search engine in China with over 50% share of the search engine market in 2024 per web analytics firm, Statcounter. The firm generated 72% of core revenue from online marketing services from its search engine in 2023. Outside its search engine, Baidu is a technology-driven company and its other major growth initiatives are artificial intelligence cloud, video streaming services, voice recognition technology, and autonomous driving.

Autonomous driving technology company WeRide (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WRD#NASDAQ">WRD</a>) and ride-hailing giant Uber Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) announced on Tuesday that <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/g46680774/weride-and-uber-expand-robotaxi-reach-in-abu-dhabi-ride-volumes-expected-to-double" rel="noreferrer noopener">they have launched</a> Robotaxi services on Al Reem and Al Maryah Islands in Abu Dhabi in partnership with the Integrated Transport Centre.
The expanded rollout is expected to double ride volumes and now covers roughly half of Abu Dhabi&#8217;s urban core, including Al Reem, Al Maryah, Yas, Saadiyat, and major highway routes to and from Zayed International Airport.
Since launching in Abu Dhabi in December 2024, WeRide and Uber have tripled the size of their Robotaxi fleet. Both companies plan to scale operations further, targeting hundreds of vehicles and expanded coverage into Khalifa City, Masdar City, and more downtown districts later this year.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46462955/werides-driverless-robobus-approved-in-singapore" rel="noreferrer noopener">WeRide&#8217;s Driverless Robobus Approved In Singapore</a>
WeRide and Uber operate the largest Robotaxi network in the Middle East. The fleet features WeRide&#8217;s GXR model, a mass-produced autonomous vehicle designed for commercial use that seats up to five passengers. Each vehicle is expected to complete dozens of trips daily during a 12-hour shift, with average ride distances exceeding six kilometers.
Al Reem and Al Maryah Islands, key finance, housing, and commerce districts, present challenging traffic and road conditions that underscore WeRide&#8217;s technical capabilities in scaling autonomous systems. These deployments align with Abu Dhabi&#8217;s vision to become a regional hub for smart mobility and innovation.
Meanwhile, WeRide has begun fully driverless testing in Abu Dhabi, with public access expected in the coming months.
In contrast to the operational strides made by WeRide and Uber, Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) continues to face <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46653881/tesla-investors-grow-skeptical-of-elon-musks-bold-futuristic-robotaxi-promises-say-analysts" rel="noreferrer noopener">investor skepticism</a> regarding its autonomous driving ambitions.
Despite CEO Elon Musk&#8217;s ambitious pronouncements, the company&#8217;s financial results have been underwhelming, and its Robotaxi timelines have experienced notable delays.
Following a weak earnings report, Musk reiterated a focus on driverless electric vehicles and Robotaxis, yet Tesla&#8217;s stock experienced a 5.5% decline over five days.
Analyst sentiment remains cautious; while Canaccord Genuity lauded the long-term Robotaxi vision, it underscored the immediate imperative for near-term growth.
Goldman Sachs, meanwhile, characterized Tesla&#8217;s Robotaxi initiative as &#8220;still small&#8221; with limited technical transparency. This backdrop highlights Tesla&#8217;s continued struggle to gain a competitive edge in autonomous mobility against established players such as Alphabet&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Waymo and Baidu&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) offerings.
From a market performance perspective, WeRide&#8217;s stock is down 18% year-to-date. However, it has seen a significant recovery, gaining over 53% in the last three months. This volatility can be partially attributed to broader global economic uncertainties and the evolving landscape of <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46641363/rivian-gains-on-teslas-robotaxi-hype-but-challenges-loom" rel="noreferrer noopener">U.S. trade and electric vehicle policies</a> under the current administration.
Price Actions: WRD shares are trading higher by 1.71% to $10.43 premarket at last check Tuesday. UBER is down 0.55%.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46661640/us-holds-back-tech-export-crackdown-to-support-trump-xi-talks" target="_blank" rel="noreferrer noopener">US Holds Back Tech Export Crackdown To Support Trump-Xi Talks</a></li>
</ul>
Photo by Tada Images via Shutterstock

News

Movers

Tech

BIDU

GOOGL

TSLA

UBER

WeRide And Uber Expand Robotaxi Reach In Abu Dhabi

Despite&nbsp;Elon Musk&#8217;s&nbsp;ambitious promises,&nbsp;Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) is facing skepticism from investors due to its recent financial performance and the CEO&#8217;s unmet deadlines for autonomous driving.
What Happened: Musk&#8217;s futuristic pledges have historically been enough to divert investor attention from the company&#8217;s financials. However, this trend seems to be changing, <a href="https://www.cnbc.com/2025/07/26/tesla-investors-grow-wary-of-elon-musk-robotaxi-promises.html">reported</a> CNBC.
Check out the current price of <a href="https://benzinga.com/quote/TSLA" target="_blank" rel="noreferrer noopener">TSLA stock here</a>.
Following a disappointing earnings report, Musk&#8217;s announcement of Tesla&#8217;s imminent transition to driverless electric vehicles and the expansion of its robotaxi service did not appease investors. 
The stock slumped 5.49% over the past 5 days, centered on the company's pressing challenges, such as increasing competition from lower-cost EV makers, especially in China, and growing political backlash against Musk that has impacted Tesla's brand image in both the U.S. and Europe.
Analysts at Canaccord Genuity expressed their love for robotaxis and robots, but emphasized the need for growth in the present. "&#8230;we love robotaxis. And robots&#8230;But we love growth too, in the here and now. We need the P&amp;L dynamics to turn."
Meanwhile, Goldman Sachs described Tesla&#8217;s robotaxi effort as &#8220;still small&#8221; with limited technical data points.
Despite Musk's bold promises of self-driving cars, humanoid robots, and cheaper EVs, Wall Street is keeping a close eye on Tesla's performance—particularly as it lags behind Alphabet's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Waymo in the U.S. and Baidu's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) Apollo Go in China.
SEE ALSO: <a href="https://benzinga.com/markets/tech/25/07/46651922/samsung-inks-decade-long-16-5-billion-chip-manufacturing-pact-with-mystery-tech-giant-as-it-fights-t" target="_blank" rel="noreferrer noopener">Elon Musk Confirms Tesla As the Mystery Big-Tech That Signed $16.5 Billion Chip Contract With Samsung: &#8216;I Will Walk The Line Personally&#8217; To Boost Progress (UPDATED)</a>
Why It Matters: Tesla&#8217;s second-quarter earnings were <a href="https://www.benzinga.com/markets/tech/25/07/46624776/gary-black-slams-tesla-over-disaster-second-quarter-earnings-says-he-would-pass-on-tsla-stock-calls-robotaxi-launch-kabuki-theater">described </a>as a &#8220;disaster&#8221; by Gary Black, managing director of Future Fund LLC. Black also questioned the hype surrounding Tesla&#8217;s robotaxi, expressing skepticism about its scalability due to the not fully autonomous nature of Tesla&#8217;s Full Self-Driving (FSD) technology.
Furthermore, Tesla&#8217;s engineering chief, Lars Moravy, signaled a <a href="https://www.benzinga.com/markets/tech/25/07/46652547/tesla-engineering-chief-says-company-is-in-a-big-swing-moment-signals-smaller-pickup-truck-could-be-on-the-way">potential shift</a> in the company&#8217;s strategy, describing Tesla as being in a &#8220;big swing moment&#8221;. This could indicate a shift in focus towards more immediate, tangible projects such as the development of a smaller pickup truck, as opposed to the more futuristic ambitions of Musk. 
This skepticism and potential shift in strategy highlight the challenges Tesla faces in convincing investors of the viability of its ambitious plans, amid slumping sales and rising competition.
Benzinga&#8217;s Edge Rankings place Tesla in the 58th percentile for quality and the 91.37th percentile for growth, reflecting mixed performance in both areas. Check the detailed report <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener">here</a>. 
READ MORE:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46626447/elon-musk-says-20-trillion-valuation-possible-for-tesla-even-as-second-quarter-earnings-show-sales-revenue-decline-extreme-execution-is-needed">Elon Musk Says $20 Trillion Valuation Possible For Tesla Even As Second Quarter Earnings Show Sales, Revenue Decline: &#8216;Extreme Execution Is Needed&#8217; </a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

GOOG

Tesla Investors Grow Skeptical Of Elon Musk's Futuristic Robotaxi Promises, Say Analysts: 'We Love Robotaxis…But We Love Growth Too'

Baidu's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NYSE">BIDU</a>) short percent of float has risen 19.27% since its last report. The company recently reported that it has 7.16 million shares sold short, which is 2.6% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.6 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Baidu Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753383630_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Baidu has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Baidu's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Baidu's peer group average for short interest as a percentage of float is 9.93%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

Is Baidu Gaining or Losing Market Support?

Investors with a lot of money to spend have taken a bearish stance on Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with BIDU, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 30 uncommon options trades for Baidu.
This isn't normal.
The overall sentiment of these big-money traders is split between 26% bullish and 56%, bearish.
Out of all of the special options we uncovered, 9 are puts, for a total amount of $514,438, and 21 are calls, for a total amount of $1,605,850.
<h3>What's The Price Target?</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $45.0 to $120.0 for Baidu during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Baidu's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Baidu's substantial trades, within a strike price spectrum from $45.0 to $120.0 over the preceding 30 days.
<h3>Baidu Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753290049_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$3.65</td>
<td>$3.55</td>
<td>$3.65</td>
<td>$100.00</td>
<td>$346.7K</td>
<td>9.7K</td>
<td>3.1K</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$3.55</td>
<td>$3.4</td>
<td>$3.5</td>
<td>$100.00</td>
<td>$227.5K</td>
<td>9.7K</td>
<td>1.0K</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$4.9</td>
<td>$4.75</td>
<td>$4.9</td>
<td>$110.00</td>
<td>$209.2K</td>
<td>1.6K</td>
<td>430</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$3.3</td>
<td>$3.1</td>
<td>$3.1</td>
<td>$90.00</td>
<td>$155.0K</td>
<td>4.0K</td>
<td>1.0K</td>
</tr>
<tr>
<td>BIDU</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/19/25</td>
<td>$9.8</td>
<td>$9.65</td>
<td>$9.73</td>
<td>$95.00</td>
<td>$97.3K</td>
<td>185</td>
<td>100</td>
</tr>
</tbody>
</table>

<h3>About Baidu</h3>
Baidu is the largest internet search engine in China with over 50% share of the search engine market in 2024 per web analytics firm, Statcounter. The firm generated 72% of core revenue from online marketing services from its search engine in 2023. Outside its search engine, Baidu is a technology-driven company and its other major growth initiatives are artificial intelligence cloud, video streaming services, voice recognition technology, and autonomous driving.
After a thorough review of the options trading surrounding Baidu, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Where Is Baidu Standing Right Now?</h3>
<ul>
<li>With a volume of 3,491,778, the price of BIDU is up 0.03% at $92.48. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 28 days.</li>
</ul>
<h3>What Analysts Are Saying About Baidu</h3>
Over the past month, 3 industry analysts have shared their insights on this stock, proposing an average target price of $110.33.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Jefferies persists with their Buy rating on Baidu, maintaining a target price of $110. 
&#x2A; Consistent in their evaluation, an analyst from Citigroup keeps a Buy rating on Baidu with a target price of $140. 
&#x2A; An analyst from Barclays has decided to maintain their Equal-Weight rating on Baidu, which currently sits at a price target of $81. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Baidu with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

Markets

Decoding Baidu's Options Activity: What's the Big Picture?

Across the recent three months, 8 analysts have shared their insights on Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), expressing a variety of opinions spanning from bullish to bearish.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $107.88, with a high estimate of $140.00 and a low estimate of $81.00. This current average represents a 4.11% decrease from the previous average price target of $112.50. 
<img src="https://www.benzinga.com/files/images/story/2025/1752868884_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The standing of Baidu among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Jiong Shao</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$81.00</td>
<td>$84.00</td>
</tr>
<tr>
<td>Alicia Yap</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$140.00</td>
<td>$138.00</td>
</tr>
<tr>
<td>Thomas Chong</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Buy</td>
<td>$110.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Eddie Leung</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$100.00</td>
<td>$104.00</td>
</tr>
<tr>
<td>Alicia Yap</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$138.00</td>
<td>$139.00</td>
</tr>
<tr>
<td>Jiong Shao</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$84.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Fawne Jiang</td>
<td>Benchmark</td>
<td>Lowers</td>
<td>Buy</td>
<td>$120.00</td>
<td>$130.00</td>
</tr>
<tr>
<td>Jiong Shao</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$90.00</td>
<td>$95.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Baidu. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Baidu compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for Baidu's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
For valuable insights into Baidu's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/BIDU/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Baidu analyst ratings.</a>
<h2>Discovering Baidu: A Closer Look</h2>
Baidu is the largest internet search engine in China with over 50% share of the search engine market in 2024 per web analytics firm, Statcounter. The firm generated 72% of core revenue from online marketing services from its search engine in 2023. Outside its search engine, Baidu is a technology-driven company and its other major growth initiatives are artificial intelligence cloud, video streaming services, voice recognition technology, and autonomous driving.
<h3>Breaking Down Baidu's Financial Performance</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Revenue Growth: Baidu's remarkable performance in 3M is evident. As of 31 March, 2025, the company achieved an impressive revenue growth rate of 2.98%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Communication Services sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Baidu's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 23.78%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Baidu's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 2.89%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Baidu's ROA stands out, surpassing industry averages. With an impressive ROA of 1.75%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Baidu's debt-to-equity ratio is below the industry average at 0.38, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Analyst Ratings: What Are They?</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Where Baidu Stands With Analysts

Uber Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) Thursday announced a multi-year strategic partnership with Lucid Group Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>) and self-driving software maker Nuro to add more than 20,000 autonomous vehicles (AVs) to the Uber platform over the next six years.
<ul class="wp-block-list">
<li>BofA Securities <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58d94a96b85e930001fd9dd6/justin-post">analyst Justin Post</a> maintained a Buy rating and price target of $115.</li>
<li>JPMorgan <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/591479b8290fa7000138e4b4/doug-anmuth">analyst Doug Anmuth</a> reiterated an Overweight rating on the stock.</li>
</ul>
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
BofA Securities: The launch of the partnership is expected "later next year in a major US city," before it expands to "dozens" of markets around the world, Post said in a note. Lucid is an EV equipment manufacturer and Nuro will develop the self-driving software, he added.
"As a part of the deal, Uber will also make multi-hundred-million-dollar investments in Lucid and Nuro," the analyst wrote. Driven by AI, the AV ecosystem could grow over the next few years, which would benefit Uber as the demand aggregator, he further stated.
JPMorgan: The partnership announcement indicates that Uber is aiming to build out "the AV use case," Anmuth said. The company will invest $300 million in Lucid and "hundreds of millions of dollars in Nuro," he added.
The announcement follows the partnership between Uber and Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) announced earlier this week. The companies plan to deploy thousands of Apollo Go robotaxis on Uber's network in several non-US markets. 
There could be several players across the market in the longer term, the analyst wrote.
UBER Price Action: Shares of Uber Technologies had declined by 0.39% to $90.19 at the time of publication on Friday.
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/entertainment/25/07/46371957/netflixs-squid-game-reality-show-gets-season-2-date-4-56-million-prize-without-the-killing">Uber-Lucid Robotaxi Deal &#8216;A Forced Marriage&#8217; By The Saudis, Says Ross Gerber — Slams It As A &#8216;Weak Response&#8217; To Waymo, Tesla</a>  </li>
</ul>
Image: Shutterstock

Analyst Color

Reiteration

LCID

Uber Partners With Lucid, Nuro For $300M Push Into Self-Driving Future

Barclays analyst Jiong Shao maintains Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) with a Equal-Weight and lowers the price target from $84 to $81.

Price Target

Barclays Maintains Equal-Weight on Baidu, Lowers Price Target to $81

Citigroup analyst Alicia Yap maintains Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) with a Buy and raises the price target from $138 to $140.

Citigroup Maintains Buy on Baidu, Raises Price Target to $140

U.S. stock futures were slightly lower this morning, with the S&amp;P 500 futures falling around 0.1% on Wednesday.
Shares of ASML Holding N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) fell sharply in pre-market trading after the company released <a href="https://www.benzinga.com/markets/equities/25/07/46436723/trumps-tariff-threat-casts-shadow-over-asmls-2026-growth-plans-despite-strong-q2-ai-momentum">second-quarter results.</a>
During its second quarter results, ASML posted $8.9 billion in sales, ahead of consensus estimates at $8.7 billion, with a profit of $2.66 billion, against estimates at $2.37 billion.
The company warned investors that its growth outlook for 2026 is now under a cloud, citing rising macroeconomic uncertainties and escalating trade tensions.
During the company's second quarter results on Wednesday, ASML's CEO, Christophe Fouquet, said in a statement, "while we still prepare for growth in 2026, we cannot confirm it at this stage," citing growing uncertainties driven by macroeconomic and geopolitical developments.
ASML shares dipped 8.3% to $754.34 in the pre-market trading session.
Here are some other stocks moving lower in pre-market trading.
<ul class="wp-block-list">
<li>Destiny Tech100 Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DXYZ#NASDAQ">DXYZ</a>) tumbled 23.3% to $29.55 in pre-market trading.</li>
<li>Kingsoft Cloud Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KC#NASDAQ">KC</a>) shares dipped 5.8% to $14.22 in pre-market trading after jumping over 18% on Tuesday.</li>
<li>Smart Digital Group Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SDM#NASDAQ">SDM</a>) fell 5.1% to $13.00 in pre-market trading after dipping over 8% on Tuesday.</li>
<li>Pitanium Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTNM#NASDAQ">PTNM</a>) shares fell 4.8% to $13.30 in pre-market trading after jumping 47% on Tuesday.</li>
<li>A2Z Cust2Mate Solutions Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZ#NASDAQ">AZ</a>) slipped 4.1% to $10.76 in pre-market trading.</li>
<li>Baidu, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) fell 3.9% to $89.62 in pre-market trading after gaining over 8% on Tuesday.</li>
<li>Candel Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CADL#NASDAQ">CADL</a>) declined 3.7% to $6.02 in pre-market trading.</li>
<li>J B Hunt Transport Services Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBHT#NASDAQ">JBHT</a>) fell 1.2% to $147.20 in pre-market trading as the company posted downbeat earnings for the second quarter after the closing bell on Tuesday.</li>
</ul>
Now Read This: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/07/46415122/top-2-tech-telecom-stocks-that-may-keep-you-up-at-night-this-month">Top 2 Tech &amp; Telecom Stocks That May Keep You Up At Night This Month</a></li>
</ul>
Photo via Shutterstock

Pre-Market Outlook

ASML

CADL

DXYZ

JBHT

PTNM

Morgan Stanley Capital-Protected Notes Based on Value of S&P 500 Index

ASML, J B Hunt Transport And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session

<h3>Gainers</h3>
<ul>
<li>LZ Technology Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LZMH#NASDAQ">LZMH</a>) stock moved upwards by 23.3% to $6.72 during Wednesday's pre-market session. The market value of their outstanding shares is at $828.7 million. </li>
<li>MoneyHero (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNY#NASDAQ">MNY</a>) stock rose 17.88% to $1.45. The company's market cap stands at $48.4 million. </li>
<li>HUYA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUYA#NYSE">HUYA</a>) stock moved upwards by 8.93% to $3.17. The company's market cap stands at $650.4 million. </li>
<li>iOThree (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IOTR#NASDAQ">IOTR</a>) stock moved upwards by 8.17% to $0.54. The market value of their outstanding shares is at $12.7 million. </li>
<li>K Wave Media (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KWM#NASDAQ">KWM</a>) shares rose 6.27% to $4.57. The market value of their outstanding shares is at $271.9 million. </li>
<li>Gambling.com Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GAMB#NASDAQ">GAMB</a>) shares moved upwards by 5.11% to $12.13. The market value of their outstanding shares is at $404.8 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>BloomZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLMZ#NASDAQ">BLMZ</a>) stock declined by 14.6% to $0.18 during Wednesday's pre-market session. The company's market cap stands at $3.0 million. </li>
<li>Haoxi Health Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAO#NASDAQ">HAO</a>) stock decreased by 5.56% to $1.36. The market value of their outstanding shares is at $4.1 million. </li>
<li>Smart Digital Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SDM#NASDAQ">SDM</a>) shares fell 4.83% to $13.03. The market value of their outstanding shares is at $365.8 million. </li>
<li>LiveOne (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LVO#NASDAQ">LVO</a>) shares declined by 4.02% to $0.72. The market value of their outstanding shares is at $72.0 million. </li>
<li>Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) shares fell 3.72% to $89.83. The market value of their outstanding shares is at $32.7 billion. </li>
<li>MediaCo Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDIA#NASDAQ">MDIA</a>) shares decreased by 3.53% to $1.23. The company's market cap stands at $68.4 million. 
See Also: <a href="http://www.benzinga.com/money/best-communication-services-stocks/" title="www.benzinga.com/money/best-communication-services-stocks/">www.benzinga.com/money/best-communication-services-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

BLMZ

GAMB

HUYA

IOTR

LZMH

MDIA

12 Communication Services Stocks Moving In Wednesday's Pre-Market Session

Jefferies analyst Thomas Chong maintains Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) with a Buy and lowers the price target from $120 to $110.

Jefferies Maintains Buy on Baidu, Lowers Price Target to $110

Chinese technology stocks surged on the Hong Kong Stock Exchange on Wednesday following the U.S. government&#8217;s decision to lift certain semiconductor export restrictions to China.
What Happened: The rally followed Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a href="https://www.benzinga.com/markets/tech/25/07/46407517/nvidia-resumes-h20-shipments-to-china-as-jensen-huang-meets-trump-beijing-officials-fully-compliant-rtx-pro-aims-to-bridge-ai-cold-war">announcement on Monday</a> that it would resume H20 GPU sales in China and launch a new RTX PRO graphics chip specifically designed for Chinese customers. 
CEO Jensen Huang stated the company is submitting applications to restart H20 shipments, with U.S. government assurances that license approvals will be granted.
<figure class="wp-block-table"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Stock on the Hong Kong stock exchange</th>
<th>Price (HKD)</th>
<th>US$ Price</th>
<th>Daily Change</th>
</tr>
</thead>
<tbody>
<tr>
<td>Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)</td>
<td>115.40</td>
<td>$15.00</td>
<td>+1.67%</td>
</tr>
<tr>
<td>Tencent Holdings Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>)</td>
<td>519.00</td>
<td>$67.47</td>
<td>+0.29%</td>
</tr>
<tr>
<td>Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>)</td>
<td>89.15</td>
<td>$11.59</td>
<td>+1.65%</td>
</tr>
<tr>
<td>JD.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>)</td>
<td>125.90</td>
<td>$16.37</td>
<td>+0.72%</td>
</tr>
<tr>
<td>Xiaomi Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>)</td>
<td>57.70</td>
<td>$7.50</td>
<td>+0.087%</td>
</tr>
</tbody>
</table>
</figure>
The U.S. had previously imposed broad <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46413630/chinese-stocks-see-broad-rally-as-us-eases-chip-curbs">semiconductor restrictions on China</a>, limiting access to advanced chips from key companies including Nvidia, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), ASML Holding NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>), and Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>). 
These measures, enacted citing national security concerns, aimed to curb China&#8217;s technological advancement in critical areas.
Alibaba co-founder Joe Tsai previously stated that China lagged behind the U.S. by <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46413630/chinese-stocks-see-broad-rally-as-us-eases-chip-curbs">approximately two years in AI development</a>, attributing this gap largely to technology restrictions.
The export curbs had limited Chinese firms&#8217; access to advanced chips, hampering Alibaba&#8217;s cloud business and computing services capabilities.
See Also: <a href="https://www.benzinga.com/trading-ideas/previews/25/07/46430101/bank-of-america-q2-earnings-preview-can-top-warren-buffett-holding-keep-beating-analyst-estimates">Bank Of America Q2 Earnings Preview: Can Top Warren Buffett Holding Keep Beating Analyst Estimates?</a>
Why It Matters: The semiconductor restrictions had a significant financial impact on U.S. companies. N<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46413630/chinese-stocks-see-broad-rally-as-us-eases-chip-curbs">vidia booked a $4.5 billion charge</a> in its first quarter as a direct result of the H20 export ban to China, which took effect April 9.
China&#8217;s economy <a href="https://www.benzinga.com/etfs/emerging-market-etfs/25/07/46430471/chinas-gdp-growth-beats-expectations-but-which-etfs-will-actually-benefit">expanded 5.2% in the second quarter of 2025</a>, slightly exceeding the 5.1% economists&#8217; forecast but representing a deceleration from the first quarter&#8217;s 5.4% rate. The performance keeps Beijing on track to achieve its 5% full-year growth target.
Huang is scheduled to attend China&#8217;s International Supply Chain Expo opening <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46413630/chinese-stocks-see-broad-rally-as-us-eases-chip-curbs">ceremony in Beijing on Wednesday</a>, where he may meet with top Chinese officials, including Premier Li Qiang and Vice Premier He Lifeng. 
According to the Financial Times, Nvidia plans to debut a China-specific AI chip as early as September, a modified version of the Blackwell RTX Pro 6000 designed to <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46413630/chinese-stocks-see-broad-rally-as-us-eases-chip-curbs">comply with U.S. export regulations</a>.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46434347/nvidia-says-washington-gets-it-after-trumps-ai-czar-david-sacks-says-us-has-to-outcompete-global-rivals">Nvidia Says &#8216;Washington Gets It&#8217; After Trump&#8217;s AI Czar David Sacks Says US Has To &#8216;Outcompete&#8217; Global Rivals</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Robert Way / Shutterstock.com

BABA

NVDA

TCEHY

XIACY

Nvidia's China Comeback Sparks Rally In Alibaba, Baidu, Tencent Shares

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>WBD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$13.00</td>
<td>$295.0K</td>
<td>5.9K</td>
<td>5.2K</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$185.00</td>
<td>$34.7K</td>
<td>8.8K</td>
<td>5.2K</td>
</tr>
<tr>
<td>DJT</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$11.00</td>
<td>$25.0K</td>
<td>10</td>
<td>5.0K</td>
</tr>
<tr>
<td>PINS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/21/25</td>
<td>$40.00</td>
<td>$573.0K</td>
<td>40</td>
<td>1.0K</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$93.00</td>
<td>$28.6K</td>
<td>221</td>
<td>947</td>
</tr>
<tr>
<td>RBLX</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$150.00</td>
<td>$68.3K</td>
<td>726</td>
<td>370</td>
</tr>
<tr>
<td>GOOG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$200.00</td>
<td>$51.9K</td>
<td>5.3K</td>
<td>195</td>
</tr>
<tr>
<td>NFLX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$1255.00</td>
<td>$45.5K</td>
<td>431</td>
<td>176</td>
</tr>
<tr>
<td>ASTS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$60.00</td>
<td>$238.9K</td>
<td>42</td>
<td>123</td>
</tr>
<tr>
<td>SE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$135.00</td>
<td>$30.4K</td>
<td>2.8K</td>
<td>112</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For WBD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>), we notice a call option trade that happens to be bearish, expiring in 66 day(s) on September 19, 2025. This event was a transfer of 5000 contract(s) at a $13.00 strike. The total cost received by the writing party (or parties) was $295.0K, with a price of $59.0 per contract. There were 5901 open contracts at this strike prior to today, and today 5241 contract(s) were bought and sold. 
• For GOOGL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), we notice a call option sweep that happens to be bearish, expiring in 10 day(s) on July 25, 2025. This event was a transfer of 67 contract(s) at a $185.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $34.7K, with a price of $518.0 per contract. There were 8836 open contracts at this strike prior to today, and today 5225 contract(s) were bought and sold. 
• Regarding DJT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DJT#NASDAQ">DJT</a>), we observe a put option trade with bearish sentiment. It expires in 31 day(s) on August 15, 2025. Parties traded 5000 contract(s) at a $11.00 strike. The total cost received by the writing party (or parties) was $25.0K, with a price of $5.0 per contract. There were 10 open contracts at this strike prior to today, and today 5003 contract(s) were bought and sold. 
• For PINS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>), we notice a put option trade that happens to be bullish, expiring in 129 day(s) on November 21, 2025. This event was a transfer of 1000 contract(s) at a $40.00 strike. The total cost received by the writing party (or parties) was $573.0K, with a price of $573.0 per contract. There were 40 open contracts at this strike prior to today, and today 1000 contract(s) were bought and sold. 
• For BIDU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), we notice a call option sweep that happens to be bearish, expiring in 10 day(s) on July 25, 2025. This event was a transfer of 100 contract(s) at a $93.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $28.6K, with a price of $288.0 per contract. There were 221 open contracts at this strike prior to today, and today 947 contract(s) were bought and sold. 
• Regarding RBLX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>), we observe a call option sweep with bearish sentiment. It expires in 549 day(s) on January 15, 2027. Parties traded 37 contract(s) at a $150.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $68.3K, with a price of $1870.0 per contract. There were 726 open contracts at this strike prior to today, and today 370 contract(s) were bought and sold. 
• For GOOG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), we notice a call option trade that happens to be bearish, expiring in 549 day(s) on January 15, 2027. This event was a transfer of 20 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $51.9K, with a price of $2595.0 per contract. There were 5305 open contracts at this strike prior to today, and today 195 contract(s) were bought and sold. 
• Regarding NFLX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), we observe a call option trade with bearish sentiment. It expires in 3 day(s) on July 18, 2025. Parties traded 10 contract(s) at a $1255.00 strike. The total cost received by the writing party (or parties) was $45.5K, with a price of $4555.0 per contract. There were 431 open contracts at this strike prior to today, and today 176 contract(s) were bought and sold. 
• For ASTS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>), we notice a put option trade that happens to be bullish, expiring in 248 day(s) on March 20, 2026. This event was a transfer of 116 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $238.9K, with a price of $2060.0 per contract. There were 42 open contracts at this strike prior to today, and today 123 contract(s) were bought and sold. 
• For SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SE#NYSE">SE</a>), we notice a call option trade that happens to be bullish, expiring in 157 day(s) on December 19, 2025. This event was a transfer of 9 contract(s) at a $135.00 strike. The total cost received by the writing party (or parties) was $30.4K, with a price of $3380.0 per contract. There were 2810 open contracts at this strike prior to today, and today 112 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

ASTS

NFLX

PINS

RBLX

10 Communication Services Stocks With Whale Alerts In Today's Session

WIIM

Citigourp Global Markets 2% Protected Notes Linked To The Djia

XPEV

Shares of US-listed Chinese stocks are trading higher in possible reaction to the US easing chip export curbs. This could help alleviate trade tensions.

U.S. stocks were mixed, with the Dow Jones index falling around 100 points on Tuesday.
Shares of MP Materials Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>) rose sharply during Tuesday's session after the company signed a long-term <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46414833/mp-materials-stock-surges-on-500-million-partnership-with-apple">agreement to supply Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</a>.
MP Materials entered into a long-term partnership under which it will provide Apple with rare earth magnets made from 100% recycled materials, manufactured in the U.S.
MP Materials shares jumped 19.4% to $57.95 on Tuesday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Solid Power, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SLDP#NASDAQ">SLDP</a>) gained 15.7% to $3.0892.</li>
<li>Kingsoft Cloud Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KC#NASDAQ">KC</a>) gained 14.5% to $14.56.</li>
<li>Zepp Health Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZEPP#NYSE">ZEPP</a>) jumped 13.8% to $10.90. Zepp Health will report its second quarter unaudited financial results on Sunday, Aug. 3.</li>
<li>USA Rare Earth, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/USAR#NASDAQ">USAR</a>) gained 12% to $13.34.</li>
<li>Opendoor Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OPEN#NASDAQ">OPEN</a>) shares rose 11.6% to $1.0050.</li>
<li>QuantaSing Group Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QSG#NASDAQ">QSG</a>) jumped 11.5% to $9.78.</li>
<li>Amprius Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMPX#NYSE">AMPX</a>) gained 11.5% to $7.52.</li>
<li>The Trade Desk, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) shares rose 11.3% to $83.94 following the announcement of its inclusion in the S&amp;P 500 index.</li>
<li>Custom Truck One Source, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTOS#NYSE">CTOS</a>) gained 10.7% to $5.70. Custom Truck One Source will release financial results for the second quarter after the market close on Wednesday, July 30.</li>
<li>Valneva SE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VALN#NASDAQ">VALN</a>) jumped 10.7% to $6.73.</li>
<li>VNET Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VNET#NASDAQ">VNET</a>) gained 8.2% to $8.57.</li>
<li>CoreWeave, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) rose 7.8% to $142.82 after the company announced its commitment to invest $6 billion in building out AI data centers in Pennsylvania.</li>
<li>Baidu, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) gained 7% to $91.86.</li>
<li>Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) gained 6.5% to $155.74.</li>
<li>GitLab Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GTLB#NASDAQ">GTLB</a>) rose 3.5% to $44.04. Rosenblatt analyst Blair Abernethy initiated coverage on GitLab with a Buy rating and announced a price target of $58.</li>
</ul>
Now Read This: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/07/46415122/top-2-tech-telecom-stocks-that-may-keep-you-up-at-night-this-month">Top 2 Tech &amp; Telecom Stocks That May Keep You Up At Night This Month</a></li>
</ul>
Photo via Shutterstock

Intraday Update

AAPL

AMPX

CRWV

CTOS

GTLB

OPEN

SLDP

USAR

VALN

VNET

ZEPP

MP Materials, CoreWeave, Trade Desk And Other Big Stocks Moving Higher On Tuesday

U.S.-listed Chinese stocks, including tech giants Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), PDD Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), JD.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), and Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), experienced significant gains on Tuesday. 
This surge followed the <a href="https://www.benzinga.com/markets/tech/25/07/46407517/nvidia-resumes-h20-shipments-to-china-as-jensen-huang-meets-trump-beijing-officials-fully-compliant-rtx-pro-aims-to-bridge-ai-cold-war">U.S. government&#8217;s recent decision</a> to lift certain chip export restrictions to China. The positive sentiment also extended to Chinese electric vehicle companies like NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), Li Auto (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>), and XPeng (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), which saw strong upward momentum.
For some time, Washington had slapped multiple semiconductor restrictions on China, severely limiting its access to advanced semiconductor technology. These measures were enacted citing national security concerns, aiming to curb China&#8217;s technological advancement in critical areas.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46362198/alibaba-huawei-dominate-chinas-growing-cloud-market" rel="noreferrer noopener">Alibaba, Huawei Dominate China&#8217;s Growing Cloud Market</a>
Amidst these developments, graphics processing unit (GPU) giant Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) made a pivotal announcement on Monday. The company confirmed it would restart sales of its H20 GPU in China and also launch a new RTX PRO graphics chip specifically designed for Chinese customers. 
Nvidia CEO Jensen Huang stated that the company is actively submitting applications to resume H20 shipments, and the U.S. government has provided assurances that these license approvals will be granted, with deliveries expected to commence soon. 
Furthermore, Huang introduced the RTX PRO GPU, which is fully compliant with U.S. export rules and is tailored for AI-powered digital twins in smart factories and logistics applications. This move underscores Nvidia&#8217;s strategic efforts to maintain its competitive edge in the crucial Chinese market despite stricter trade policies.
Previously, the U.S. had broadly prohibited China from accessing technology from key semiconductor companies such as Nvidia, Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>), and Micron Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>). 
These semiconductor chips are fundamental components for virtually every modern electronic device, ranging from smartphones to advanced electric vehicles.
In 2024, Joe Tsai, co-founder and chairman of Alibaba, publicly stated that China lagged behind the U.S. by approximately <a href="https://www.benzinga.com/government/24/04/38140039/us-embargo-on-nvidia-stings-hard-chinas-ai-development-lags-peers-alibabas-joe-tsai-reveals">two years</a> in AI development. 
He attributed this significant gap largely to the U.S. technology restrictions. In a podcast interview, Tsai explained that Washington&#8217;s export curbs had limited Chinese firms&#8217; access to advanced chips like Nvidia&#8217;s GPUs, which in turn severely hampered Alibaba&#8217;s cloud business and its ability to provide top-tier computing services to its clients.
The U.S. chip companies, recognizing the substantial portion of their revenue generated from the Chinese market, had been actively lobbying the U.S. government to ease these restrictions. 
Their arguments highlighted the detrimental impact of the bans on their financial performance. As a direct consequence of the export ban on H20 products to China, which came into effect on April 9, Nvidia notably booked a <a href="https://www.benzinga.com/markets/tech/25/07/46295574/nvidia-outpaces-market-with-ai-powered-growth">$4.5 billion charge</a> in its first quarter, reflecting the significant financial hit.
Looking ahead, Nvidia CEO Jensen Huang is reportedly slated to attend the <a href="https://www.benzinga.com/markets/tech/25/07/46407075/nvidia-ceo-jensen-huang-to-attend-china-supply-chain-expo-in-beijing-on-wednesday-says-state-tv">opening ceremony</a> of China&#8217;s International Supply Chain Expo in Beijing on Wednesday. 
<a href="https://www.benzinga.com/markets/tech/25/07/46336670/nvidia-prepares-china-specific-ai-chip-amid-us-export-curbs-as-ceo-jensen-huang-plans-beijing-visit-next-week-to-reassure-market-report">Prior reports</a> had indicated that Huang was preparing for an important diplomatic trip to China, where the company intended to introduce a new, scaled-down AI chip that adheres to U.S. export regulations. 
According to the Financial Times, this new chip is a modified version of the Blackwell RTX Pro 6000, designed with certain advanced features, such as high-bandwidth memory and NVLink, excluded to comply with the restrictions. 
Nvidia reportedly plans to debut this China-specific AI chip as early as September. Sources familiar with the matter also noted that Huang aims to meet with top Chinese officials, including Premier Li Qiang and Vice Premier He Lifeng, during his visit to the International Supply Chain Expo next week in Beijing.
Price Action: BABA stock is trading up 5.66% to $114.35 premarket at last check Tuesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46412125/trumps-latest-move-on-ai-and-china-propels-chip-stocks" target="_blank" rel="noreferrer noopener">Trump&#8217;s Latest Move On AI And China Propels Chip Stocks</a></li>
</ul>
Image via Shutterstock

Chinese Stocks See Broad Rally As US Eases Chip Curbs

Baidu And Uber Announce Partnership To Deploy Thousands Of Baidu's Apollo Go On Uber Platform Across Markets Outside US And Mainland China

U.S. stocks were lower, with the Dow Jones index falling over 100 points on Monday.
Shares of KalVista Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KALV#NASDAQ">KALV</a>) rose sharply during Monday's session after the company announced it won<a href="https://www.benzinga.com/news/fda/25/07/46271482/fda-approves-kalvistas-ekterly-as-first-oral-on-demand-treatment-for-rare-swelling-disease"> FDA approval for EKTERLY</a>.
The U.S. Food and Drug Administration (FDA) on Monday approved KalVista Pharmaceuticals' Ekterly (sebetralstat) for acute attacks of hereditary angioedema (HAE) in adult and pediatric patients aged 12 years and older.
KalVista Pharmaceuticals shares jumped 17% to $14.02 on Monday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Cogent Biosciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COGT#NASDAQ">COGT</a>) surged 26.6% to $9.60 after the company announced topline results from Part 2 of the SUMMIT trial of bezuclastinib for non-advanced systemic mastocytosis, showing clinically meaningful and statistically significant improvements across the primary and all key secondary endpoints.</li>
<li>Prime Medicine, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PRME#NASDAQ">PRME</a>) rose 26.2% to $3.9046.</li>
<li>So-Young International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SY#NASDAQ">SY</a>) shares jumped 26.2% to $4.10.</li>
<li>Northern Dynasty Minerals Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NAK#NYSE">NAK</a>) gained 24% to $1.7352.</li>
<li>Bit Digital, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BTBT#NASDAQ">BTBT</a>) rose 22.9% to $3.6150. Bit Digital raised $172 million in public offering, converted treasury by selling 280 Bitcoin to acquire 100,603 ETH.</li>
<li>WNS (Holdings) Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WNS#NYSE">WNS</a>) rose 14.2% to $74.63 after announcing that Capgemini will acquire the company for $3.3 billion.</li>
<li>SharpLink Gaming, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBET#NASDAQ">SBET</a>) gained 12.8% to $14.28.</li>
<li>Amber International Holding Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBR#NASDAQ">AMBR</a>) gained 12.5% to $9.68. Amber International filed for mixed shelf offering of up to $500 million.</li>
<li>Next Technology Holding Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXTT#NASDAQ">NXTT</a>) gained 7.5% to $2.7097.</li>
<li>Bilibili Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BILI#NASDAQ">BILI</a>) rose 6% to $22.12.</li>
<li>Frontline plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FRO#NYSE">FRO</a>) gained 5.7% to $18.47.</li>
<li>CoreCivic, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CXW#NYSE">CXW</a>) rose 5.2% to $22.79 in reaction to ICE funding in President Trump&#8217;s spending bill.</li>
<li>Yum China Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUMC#NYSE">YUMC</a>) gained 5.1% to $48.10.</li>
<li>Baidu, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) rose 4.5% to $90.13.</li>
</ul>
Now Read This: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-stock-ratings/price-target/25/07/46270970/jpmorgan-gears-up-for-q2-print-here-are-the-recent-forecast-changes-from-wall-streets-most-accurate-analysts">JPMorgan Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street&#8217;s Most Accurate Analysts</a></li>
</ul>
Photo via Shutterstock

AMBR

BILI

BTBT

COGT

KALV

Next Technology Holding Inc. - Ordinary Shares

NXTT

PRME

SBET

YUMC

KalVista Pharmaceuticals, Cogent Biosciences, WNS And Other Big Stocks Moving Higher On Monday

Baidu's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NYSE">BIDU</a>) short percent of float has fallen 9.92% since its last report. The company recently reported that it has 6.00 million shares sold short, which is 2.18% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.48 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Baidu Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751896924_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Baidu has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Baidu's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Baidu's peer group average for short interest as a percentage of float is 8.93%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Looking Into Baidu's Recent Short Interest

Autonomous vehicles, or AVs, are no longer a distant dream or science fiction—they're hitting roads, farms and factories worldwide as breakthroughs in artificial intelligence spark a commercial revolution across <a href="https://www.benzinga.com/topic/autonomous-vehicles">a $1.2 trillion industry.</a>
In a report shared with clients on Tuesday, Bank of America indicated that AVs have reached a pivotal inflection point thanks to dramatic advances in AI, simulation, and computing power.
To date, autonomous robotaxis have completed 186 million commercial miles as of April 2025. These vehicles are now operating in seven global cities, with plans to expand into 20 additional markets in the near future.
&#8220;Autonomous vehicles are having their ‘ChatGPT moment' and are no longer a moonshot," said the bank&#8217;s analyst Martyn Briggs. 
See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46204187/palantir-stumbles-solar-stocks-rally-as-senate-approves-tax-bill-whats-moving-markets-tuesday">Palantir Stumbles, Solar Stocks Rally As Senate Approves Tax Bill: What&#8217;s Moving Markets Tuesday?</a>
<h2 class="wp-block-heading">AI, Not Just Automation, Is Driving The AV Revolution</h2>
Unlike earlier generations of self-driving systems, which relied on hard-coded software and maps, the latest wave of AVs is driven by "physical AI," according to the report.
This includes neural networks that continuously learn from real-world data and simulation environments known as "digital twins," which drastically reduce the need for on-road testing.
New capabilities like language models are adding "reasoning and interpretability to driving decisions," Briggs said, while supercomputers integrated into vehicles are enabling autonomous driving in new geographies and use cases.
The cost to deploy AVs is also falling. Hardware, such as LiDAR sensors, is getting cheaper.
<h2 class="wp-block-heading">Market Potential: Not Just Cars—Everything That Moves</h2>
The AV market is broader than just robotaxis. While cars represent a $700 billion opportunity by 2040, Bank of America estimates the total addressable market doubles to $1.2 trillion when including autonomous trucks, public transit, agricultural and mining vehicles. 
Some off-road AVs are already commercially available, with reported gains of 30% in productivity and 50% labor cost savings in industries like agriculture and mining.
Robotrucks are set to disrupt the $4 trillion global freight market. Autonomous trucking is accelerating fast, with 90 active pilot programs worldwide—two-thirds of which target long-haul freight. 
Seven of these pilots are nearing commercialization, with the goal of large-scale rollouts by 2027. Briggs said the freight industry is poised for transformation as AVs address "structural challenges like driver shortages" while reducing costs.
The story is no longer just about cars: &#8220;Anything that moves could become autonomous," Briggs said.
<h3 class="wp-block-heading">How to Invest In Autonomous Vehicle Market: 28 Stocks To Watch</h3>
The Bank of America report identifies 28 publicly traded companies across six sub-sectors—vehicle manufacturers, mobility platforms, software, sensors, semiconductors and insurance—with a combined market cap of approximately $9 trillion.
Original Equipment Manufacturers (OEMs):
<ul class="wp-block-list">
<li>Caterpillar Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>): Dominates autonomous mining trucks</li>
<li>Deere &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>): Precision farming with autonomous tractors</li>
<li>Toyota Motor Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TOYOF#OTC">TOYOF</a>) and Hyundai Motor Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HYMLF#OTC">HYMLF</a>): Partnered with Waymo and Aurora</li>
<li>XPeng Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>): Advanced driver-assistance systems (ADAS) and autopilot EVs</li>
<li>Daimler Truck Holding AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/DTGHF#OTC">DTGHF</a>): Global leader in heavy-duty autonomous trucks</li>
<li>Xiaomi Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>): Integrating LiDAR and autopilot tech into smart vehicles</li>
</ul>
Mobility Platforms:
<ul class="wp-block-list">
<li>Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>): Expanding AV ride-hailing with Waymo, Aurora and WeRide partnerships</li>
</ul>
Software Providers:
<ul class="wp-block-list">
<li>Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): Building purpose-built AVs through Zoox</li>
<li>Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>): Operating Waymo robotaxis across U.S. cities</li>
<li>Dassault Systemes SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/DASTF#OTC">DASTF</a>): Offers digital twin simulations and AV design platforms</li>
<li>Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) and Pony.ai (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>): Operating robotaxis and robotrucks in China</li>
</ul>
Sensor Companies:
<ul class="wp-block-list">
<li>Aptiv PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APTV#NYSE">APTV</a>), Denso Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/DNZOF#OTC">DNZOF</a>), Allegro MicroSystems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALGM#NASDAQ">ALGM</a>): Supplying ADAS sensors, radar, and steering systems</li>
<li>Hesai Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HSAI#NASDAQ">HSAI</a>) and RoboSense (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XEDSF#OTC">XEDSF</a>): Global leaders in LiDAR tech</li>
</ul>
Semiconductor Leaders:
<ul class="wp-block-list">
<li>Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>): AV chips, AI training, simulation, and supercomputing platforms</li>
<li>Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Mobileye Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>), NXP Semiconductors NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>): Enabling computer vision and ADAS systems</li>
<li>Infineon Technologies AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/IFNNF#OTC">IFNNF</a>), STMicroelectronics NV (OTC:<a class="ticker" href="https://www.benzinga.com/stock/STMEF#OTC">STMEF</a>), Horizon Robotics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HRZRF#OTC">HRZRF</a>): Leading providers of AV-specific silicon and AI hardware</li>
</ul>
Insurance:
<ul class="wp-block-list">
<li>Progressive Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PGR#NYSE">PGR</a>): Developing AV insurance products tailored for new risk profiles. </li>
</ul>
Surprisingly, one name was notably absent from the Bank of America&#8217;s list of autonomous vehicle investment picks: Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). 
Now Read
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46180484/nvidia-palantir-tech-stocks-to-buy-q3-2025-sectors">Nvidia, Palantir Fuel Historic Tech Rally — And It&#8217;s Far From Done</a><span class="author" style="box-sizing: border-box; border: 0px solid rgb(229, 231, 235); --tw-scale-x: 1; --tw-scale-y: 1; --tw-pan-x: ; --tw-pan-y: ; --tw-pinch-zoom: ; --tw-scroll-snap-strictness: proximity; --tw-gradient-from-position: ; --tw-gradient-via-position: ; --tw-gradient-to-position: ; --tw-ordinal: ; --tw-slashed-zero: ; --tw-numeric-figure: ; --tw-numeric-spacing: ; --tw-numeric-fraction: ; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246/0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; --tw-blur: ; --tw-brightness: ; --tw-contrast: ; --tw-grayscale: ; --tw-hue-rotate: ; --tw-invert: ; --tw-saturate: ; --tw-sepia: ; --tw-drop-shadow: ; --tw-backdrop-blur: ; --tw-backdrop-brightness: ; --tw-backdrop-contrast: ; --tw-backdrop-grayscale: ; --tw-backdrop-hue-rotate: ; --tw-backdrop-invert: ; --tw-backdrop-opacity: ; --tw-backdrop-saturate: ; --tw-backdrop-sepia: ; --tw-contain-size: ; --tw-contain-layout: ; --tw-contain-paint: ; --tw-contain-style: ;"></li>
</ul>
Image: Midjourney

Equities

Large Cap

Global

Econ #s

ALGM

AMZN

APTV

DASTF

DNZOF

DTGHF

HRZRF

HSAI

HYMLF

IFNNF

MBLY

NXPI

PONY

QCOM

STMEF

TOYOF

XEDSF

XIACF

XPNGF

Autonomous Vehicles Hit Their 'ChatGPT Moment' — Best Stocks To Watch Now

Press Releases

Baidu, Inc. Files Its Annual Report on Form 20-F

Baidu's Apollo Go Enters Strategic Partnership with Dubai RTA to Deploy Robotaxis in Dubai

Contracts

Baidu's Apollo Go Partners with Autogo in Plan to Build Abu Dhabi's Largest Robotaxi Fleet

Baidu to Report First Quarter 2025 Financial Results on May 21, 2025

Baidu Launches ERNIE 4.5 Turbo, ERNIE X1 Turbo and New Suite of AI Tools to Empower Developers and Supercharge AI Innovation

Baidu to Hold Annual General Meeting on June 27, 2025

Earnings

Baidu Announces First Quarter 2025 Results

Baidu Announces Management Changes

Baidu and Uber Join Forces to Accelerate Autonomous Vehicle Deployment

Baidu to Report Second Quarter 2025 Financial Results on Aug 20, 2025

Autohome Inc. American Depositary Shares, each representing four class A ordinary shares.

Comments

Baidu

Unusual Options Activity for

Notizie

PARTENAIRE / CONTRIBUTEUR

BENZINGA MONDIAL

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
03:30 PMJul 29, 2025	CALL	$90.00	Dec 19, 2025	140	53	1159	13	394	SWEEP	BEARISH
03:30 PMJul 29, 2025	CALL	$90.00	Sep 19, 2025	49	3037	2000	53	5742	TRADE	BULLISH
03:24 PMJul 29, 2025	CALL	$80.00	Sep 19, 2025	49	179	4000	4	4377	TRADE	BULLISH