๐ Baidu $BIDU beats Q2 on EPS & revenue โ AI growth story not dead yet
Baidu delivered a Q2 2026 earnings beat on both EPS and revenue, with the stock entering the day around $103 โ down ~28% YTD. Options were pricing in a 5.8% swing ahead of results, and bulls pointed to the Q1 AI-powered business growing 49% YoY as a reason to stay patient. The bigger question: Baidu has a long pattern of beating estimates but rarely getting rewarded โ did today change that? Not financial advice.