Zacks Investment Ideas feature highlights Nvidia, Tesla, Alphabet's and Baidu

Chicago, IL – November 11, 2025 – Today, Zacks Investment Ideas diagnostic highlights Nvidia NVDA, Tesla TSLA, Alphabet’s GOOGL and Baidu BIDU.

Over the past fewer bull marketplace cycles, tech stocks person outperformed stocks. The reasoning is simple: arsenic a whole, tech stocks make the astir innovative and fastest-growing products connected Wall Street, and thus, garner the highest valuations.

Three of the hottest and astir up-and-coming industries connected Wall Street are AI ample connection models (LLMs) similar OpenAI’s “ChatGPT,” the AI compute ecosystem similar Nvidia offers, and the burgeoning robotaxi concern similar Tesla and others are rolling out. What if determination were a institution that was a person successful each of these verticals, positive has its country’s equivalent of Alphabet’s ad and hunt business?

The Zacks Rank #3 (Hold) banal I americium discussing is Baidu. Baidu, often dubbed the “Google of China,” owns astir three-quarters of the monolithic Chinese hunt motor market. However, similar its US counterpart, Baidu has diversified its concern into respective tech areas, including video, ads, cloud, AI, and more. Though Baidu remains reliant connected advertisement gross for the lion’s stock of its revenue, its enlargement into new, high-growth tech verticals similar AI should excite investors.

Nvidia CEO Jensen Huang is by acold the astir followed dependable regarding the aboriginal of artificial intelligence. This week, Huang had to clarify his comments suggesting that China volition triumph the AI race. Though China is presently barred from buying Nvidia’s astir almighty AI chip, “Blackwell,” immoderate mode 1 spins it, the state is simply a formidable competitor. China is presently lapping the United States successful vigor generation, a indispensable constituent for powering information centers that bid AI models. Additionally, estimates suggest that astir 50% of AI researchers reside successful China.

Below is simply a breakdown of Baidu’s AI businesses:

· ERNIE: Baidu’s mentation of ChatGPT is called ERNIE. ERNIE allows users to behaviour chat queries, code, and more. A cardinal vantage Baidu has implicit its competitors is that it is government-approved – a invaluable trait successful a large authorities state specified arsenic China.

· Baidu AI Cloud: Baidu has shifted its unreality concern from a accepted offering to an AI-centric one. AI-enabled unreality enables the institution to execute acold higher nett margins. Additionally, enterprises are much apt to take ERNIE arsenic their preferred AI strategy due to the fact that it integrates easy with Baidu’s unreality platform.