Best Baidu Podcasts (2026)

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Tesla Rises Ahead of Deliveries Report; Baidu Soars; Furniture Companies Move Higher 4:11

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2d ago4:11

4:11

On this episode of Stock Movers: - Shares of Tesla (TSLA) are outperforming Magnificent Seven shares in premarket trading ahead of the electric-car maker’s fourth-quarter production and deliveries report. Earlier this week, the company took the unusual step of publishing a series of sales estimates indicating the outlook for its vehicle deliveries …

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RH Rises; BYD Shares Gain & Tesla Drops on EV Sales 3:43

1d ago3:43

3:43

On this episode of stock movers: RH (RH) shares ended the day higher as Trump announced a delay in furniture tariffs originally set to take effect Jan. 1. BYD (BYDDY) stocks rose after the Chinese EV increased battery-electric vehicle sales both for the quarter and the full year, delivering almost 2.26 million EVs in 2025 to Tesla’s 1.64 million. T…

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Furniture Companies Up, Tesla Outperforms, Under Armour Rises 3:46

1d ago3:46

3:46

On this episode of Stock Movers: - Shares in furniture stocks could be active on Friday after President Trump delayed tariff increases on upholstered furniture, kitchen cabinets and vanities, easing the pace of his levies as voter frustration over price levels continues to simmer. Shares of Wayfair (W) and RH (RH) both edged higher in the early ses…

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NIO, Vertiv Rise; RH Moves Higher on Tariffs 4:27

1d ago4:27

4:27

On this episode of stock movers: NIO (NIO) shares rise after the EV-maker reported deliveries for December that showed 33% growth month-over-month. RH (RH) shares rise after President Donald Trump delayed tariff increases on upholstered furniture, kitchen cabinets and vanities. Vertiv (VR) shares also gain as Barclays upgrades the power equipment c…

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Tesla Rises Ahead of Deliveries Report; BYD Sales Tops Tesla; Furniture Companies Move Higher 5:08

2d ago5:08

5:08

On this episode of Stock Movers: - Shares of Tesla (TSLA) outperformed Magnificent Seven shares in premarket trading ahead of the electric-car maker’s fourth-quarter production and deliveries report. Earlier this week, the company took the unusual step of publishing a series of sales estimates indicating the outlook for its vehicle deliveries may b…

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BE Semiconductor Up, Orsted Rises, BAT Down 5:10

2d ago5:10

5:10

On This episode of Stock Movers: - Orsted filed a legal complaint after the Trump administration suspended the lease of a wind project that’s near completion off Rhode Island. Orsted rose as much as 3.7% at the open on Friday. - BE Semiconductor Industries climbs as much as 8.2% on Friday, the most since October, boosted by a rally in Asian technol…

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Vestas Gains, Munters Rises, BAT Down 4:33

2d ago4:33

4:33

On This episode of Stock Movers: - Vestas gains as much as 4%, reaching the highest since June 2024, as JPMorgan says the firm is set to deliver orders above expectations in the fourth quarter, supporting view that fundamentals for the wind industry are improving. - Munters shares rise 8.1% after orders for data centre equipment - Shares of ITC Ltd…

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Nike, Trump Media End Day Higher; Corcept Plunges 6:55

4d ago6:55

6:55

On this episode of Stock Movers: - Nike (NKE) shares end the day higher after CEO Elliott Hill reported the purchase of about $1 million in shares. Last week, Apple CEO and Nike board member Tim Cook announced he was buying shares of the sportswear company. - Trump Media and Technology Group (DJT) ends the day up more than 5% after the company said…

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Nike, DJT Rise; Corcept Falls 4:39

4d ago4:39

4:39

On this episode of stock movers: Nike (NKE) shares rose on Wednesday after CEO Elliott Hill reported the purchase of about $1 million in shares. Corcept (CORT) shares fell after US regulators rejected the company’s drug to treat a form of high blood pressure. The Food and Drug Administration “could not arrive at a favorable benefit-risk assessment”…

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Vanda Pharmaceuticals Up, Nike Gains, Biggest Winners of 2025 4:25

4d ago4:25

4:25

On this episode of Stock Movers: - Vanda Pharmaceuticals (VNDA) shares soar as much as 24% in premarket trading on Wednesday after the biopharmaceutical company said the US FDA has approved Nereus (tradipitant) for the prevention of vomiting induced by motion. - Nike (NKE) shares rose 1.6% in postmarket trading after CEO Elliott Hill reported the p…

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7 Tech Predictions for 2026 (271) 33:06

2d ago33:06

33:06

This week’s podcast has my predictions for 2026. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the TechMoat Consulting. Here is the link to our Tech Tours. My predictions are: 1) It Will be Another Big Year For Google Gemini 2) GenAI Data Architect…

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Closing Bell: Meta to Buy Manus, Ultragenyx Soars, OceanFirst Declines 5:10

5d ago5:10

5:10

On this episode of Stock Movers: - Meta (META) closed 1.1% higher on a deal to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots, in its effort to build a business around its massive AI investment. The deal values Manus at more than $2 billion, according to people familiar with the matter. It marks a rare US acqu…

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WBD to Reject Paramount Offer, Molina, Ultragenyx Rise 3:39

5d ago3:39

3:39

Warner Bros. Discovery (WBD) plans to reject a takeover bid from Paramount Skydance Corp. after the company amended the terms of its offer. The Warner Bros. board is concerned that Paramount has yet to increase its offer, which was earlier rejected as inferior to one from Netflix Inc. Molina Healthcare (MOH) rises after money manager Michael Burry …

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Molina, Ultragenyx Rise, OceanFirst Falls on M&A announcement 3:41

5d ago3:41

3:41

On this episode of stock movers: Molina Healthcare (MOH) rises after money manager Michael Burry highlighted the health insurer’s record of strong expense ratios and underwriting results, while praising its acquisition strategy on Substack. Ultragenyx (RARE) climb the most intraday since August 2024, rebounding after the shares hit a record low Mon…

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FTAI, Energy Stocks, ON24 Rise 4:10

5d ago4:10

4:10

On this episode of stock movers: FTAI (FTAI) Aviation shares jumped on Tuesday after the company started a program to convert CFM56 engines to power new turbines built to provide energy for data centers. Production is expected to begin in 2026. Energy stocks including Devon Energy (DVN) rise as oil rises ON24 (ONTF) shares rise after the software c…

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Molina, Under Armour jump; OceanFirst Falls 5:02

5d ago5:02

5:02

On this episode of Stock Movers: OceanFirst (OCFC) falls on pact to buy Flushing in All-Stock deal. The deal includes an investment agreement with PE firm Warburg Pincus, which will be represented on the company’s board. Molina Healthcare (MOH) rises after Michael Burry praises the health insurer and could be a target for acquisition. Under Armour …

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Newmont Rises, Molina Healthcare Up, Shake Shack Down 4:49

5d ago4:49

4:49

On this episode of Stock Movers: - Newmont (NEM)rose 0.8%. The world's largest gold miner was gaining in connection with a rise in prices for the precious metal, following a selloff the previous day. That wasn't helping fellow miner Freeport-McMoRan, which was down 0.7%. - Molina Healthcare Inc. (MOH) shares rise 2.7% in premarket trading on Tuesda…

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Meta to Acquire Startup Manus; Tesla Rebounds; Natural Gas Rises 4:22

5d ago4:22

4:22

On this episode of Stock Movers: - Shares of Meta (META) fluctuated in early trading after the company agreed to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots, in its effort to build a business around its massive AI investment. The deal values Manus at more than $2 billion, according to people familiar with t…

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Meta to Acquire Startup Manus; Tesla Rebounds; Data Storage Providers 5:30

5d ago5:30

5:30

On this episode of Stock Movers: - Shares of Meta (META) fluctuated in early trading after the company agreed to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots, in its effort to build a business around its massive AI investment. The deal values Manus at more than $2 billion, according to people familiar with t…

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Tesla Rebounds, Silver & Gold Miners Rise, Meta to Acquire Startup Manus 4:16

5d ago4:16

4:16

On this episode of Stock Movers: - Shares of Tesla (TSLA) rebounded in premarket trading after the company published a compilation of analyst estimates for vehicle deliveries to its website, with averages for the current quarter more pessimistic than those gathered by Bloomberg. By Tesla’s count, analysts on average expect the company to deliver 42…

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Glencore Gains, Vistry Responds, Rheinmetall Powers DAX 4:38

5d ago4:38

4:38

On This episode of Stock Movers: - Glencore gains as copper heads for the longest winning run since 2017 in a December rally powered by the prospect of more stress in the supply chain. - Vistry Group falls as Lloyds Bank data showed house prices in the South East of England and London fell behind regions in the north. Low affordability, increases i…

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DigitalBridge Surges on Softbank Talks, Tech Stocks Slip, Lululemon Edges Higher 4:03

6d ago4:03

4:03

- SoftBank Group Corp. agreed to acquire DigitalBridge Group Inc. (DBRG) in a deal valuing the data center investor at $4 billion including debt. That caused shares of DigitalBridge to soar. The Japanese conglomerate will pay $16 per share in cash for New York-listed DigitalBridge as part of its push to invest in digital infrastructure. The transac…

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Episode #229 - Who’s Rising, Who’s Falling, and Why China Still Matters Most 40:23

3h ago40:23

40:23

In Episode 229, Tu and Lei unpack the November China EV sales inflection point and what it reveals about the next phase of the global auto industry. With subsidies set to expire in 2026, November marked the real start of China’s year-end “mad dash.” The numbers show a clear split: Xiaomi, XPeng, Leapmotor, Geely, and NIO accelerating, while BYD and…

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Episode #230 - Rivian’s AI Moment, China’s L4 Push, and the Race for Affordable EVs 40:43

3h ago40:43

40:43

In this episode, Tu and Lei dive into a week dominated by autonomy, AI, and a widening gap between China’s EV ecosystem and the rest of the world. The episode opens with a deep reaction to Rivian’s Autonomy AI Day—why it felt like déjà vu for anyone following China’s smart-EV space, and how Rivian’s announcements mirror what Chinese players like XP…

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Nvidia Slips, DigitalBridge Surges, Lululemon Up 4:18

6d ago4:18

4:18

On this episode of Stock Movers: - Nvidia (NVDA) shares were down 1.6% at $187.45 in early trading due to broader jitters about the technology sector and its agreement to license technology from Groq. The deal valued Groq at around $20 billion and will involve Nvidia hiring many of Groq's key employees, according to reports. - SoftBank Group Corp. …

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Episode #231 - 2025 In Review 1:17:27

4h ago1:17:27

1:17:27

Tu and Lei close out 2025 with a sweeping, on-the-ground review of the most consequential year yet for China’s EV, AV, and mobility ecosystem — and why its ripple effects are now impossible for the rest of the world to ignore. From CES to Shanghai, Munich, and New York, the hosts reflect on firsthand experiences that defined the year: China’s EV ex…

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Novo Nordisk Falls, Praxis Precision Rallies, Lululemon Rises 4:14

6d ago4:14

4:14

On this episode of Stock Movers: - Novo Nordisk (NVO) cut the price of its obesity drug Wegovy in China as the Danish drugmaker gears up for a potential flood of copycats. The reduction will “help alleviate the treatment burden for patients and improve their quality of life,” a spokesperson said by email. The list prices for the two highest dosages…

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DigitalBridge Rallies on SoftBank Talks; Lululemon Edges Higher; Airbus Ramps Up Deliveries 5:15

6d ago5:15

5:15

On this episode of Stock Movers: - Shares of private equity firm DigitalBridge Group (DBRG) soared in premarket trading as Japan's SoftBank Group is said to near a deal to acquire DigitalBridge. The Japanese conglomerate could announce an agreement as soon as Monday for New York-listed DigitalBridge, according to sources who asked not to be identif…

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DigitalBridge Soars on SoftBank Bid; US Silver Miners Dip; Nvidia & Tesla 4:24

6d ago4:24

4:24

On this episode of Stock Movers: - Shares of private equity firm DigitalBridge Group (DBRG) soared in premarket trading as Japan's SoftBank Group is said to near a deal to acquire DigitalBridge. The Japanese conglomerate could announce an agreement as soon as Monday for New York-listed DigitalBridge, according to sources who asked not to be identif…

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Fresnillo Jumps, Rheinmetall Down , BioGaia Gains 4:18

6d ago4:18

4:18

On this episode of Stock Movers: - Shares in miner Fresnillo Mining jump as much as 4.2% due to the continued metal rally - BioGaia gains as much as 4.1% as DNB Carnegie lifts its price target on the Swedish probiotics firm and says the stock may break out on the upside from its five-year trading range in 2026 as margins improve. - Rheinmetall and …

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Fresnillo Jumps, Rheinmetall Down , IPF Rises 4:16

6d ago4:16

4:16

On this episode of Stock Movers: - Shares in miner Fresnillo Mining jump as much as 4.2% due to the continued metal rally - International Personal Finance (IPF) rises as much as 6.8% in London trading after Basepoint agreed to buy the consumer finance company in a deal valuing IPF at about £543 million. - Rheinmetall and other defense stocks are do…

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Weekly Roundup: Warner Bros. Discovery Gains, Sable Soars, Nvidia Rallies 4:29

8d ago4:29

4:29

On this episode of Stock Movers, we look at some the week's biggest gainers and decliners: - Warner Bros. Discovery (WBD) saw a modest weekly gain as Paramount continues to try to counter Netflix's bid to buy it. Larry Ellison is throwing his personal fortune behind Paramount Skydance’s bid for Warner Bros. Discovery Inc., aiming to give his son’s …

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Warner Bros. Discovery Slips, Sable Offshore Falls, Target Jumps 3:59

9d ago3:59

3:59

On this episode of Stock Movers: - Warner Bros. Discovery (WBD) shares slid after a report from the New York Post that Paramount Skydance could walk away from its $30-per-share cash bid and instead litigate against the company’s board for how it handled the process. - Sable Offshore (SOC) shares fell as much as 17% after the Environmental Defense C…

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Nvidia Rallies on Deal For AI Startup, Mining Stocks Soar, Tesla Slides 5:12

9d ago5:12

5:12

On this episode of Stock Movers: - Nvidia (NVDA) agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected to the AI boom and gaining the right to add a new type of technology to its products. The world’s largest publicly traded company has paid for the right to use Groq’s technology and…

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Nvidia Agrees to Groq Licensing Deal; India's Coforge Buys Encora; Biohaven Tumbles 4:18

9d ago4:18

4:18

On this episode of Stock Movers: - Shares of Nvidia (NVDA) edge higher in the premarket session as the company agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected to the AI boom and gaining the right to add a new type of technology to its products. - Shares of Indian technology ser…

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Nvidia Edges Higher; Sidus Space Rallies; Biohaven Slips on Study 4:15

9d ago4:15

4:15

On this episode of Stock Movers: - Shares of Nvidia (NVDA) edge higher in the premarket session as the company takes agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected to the AI boom and gaining the right to add a new type of technology to its products. - Shares of Sidus Space (SI…

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Nike Jumps, Costco Upgraded, Dynavax Soars 3:38

11d ago3:38

3:38

- Nike (NKE) shares got a boost on Wednesday after a filing showed that Apple CEO Tim Cook purchased $2.95 million worth of shares on Dec. 22. Cook is Nike’s lead independent director and served as a director since 2005, according to the company’s website. The filing shows Cook purchased 50,000 Class B common stock at a weighted average price of $5…

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Intel Falls, Dynavax Climbs, Snowflake Slides 3:24

11d ago3:24

3:24

- Intel (INTC) shares fell Wednesday after a report said that Nvidia Corp. halted a test to use Intel’s production process to make advanced chips. Nvidia recently tested the so-called 18A process but stopped moving forward, Reuters reported, citing two unidentified people familiar with the matter. Spokespeople for Nvidia and Intel didn’t immediatel…

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Intel Declines; Dynavax Rallies; Nike Ticks Higher 4:40

11d ago4:40

4:40

On this episode of Stock Movers: - Shares of Intel (INTC) fell in the early session after Reuters reported that Nvidia halted a test that uses the chip manufacturer’s 18A technology to produce its chips. Nvidia recently tested whether it could manufacture its chips using Intel’s 18A production process but stopped moving forward, Reuters reported, c…

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Dynavax Soars After Sanofi Acquistion; Intel Falls on Report; AST SpaceMobile Rallies 3:55

11d ago3:55

3:55

On this episode of Stock Movers: - Shares of Dynavax Technologies (DVAX) soared in premarket trading after Sanofi agreed to buy Dynavax for about $2.2 billion, as it seeks to expand a vaccines business currently anchored by its flu shot franchise. The French drugmaker will pay $15.50 a share in cash for Dynavax, 39% above the Emeryville, California…

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BP Spin Off, Abivax's 1600% Gains, B&M's Woes 4:48

11d ago4:48

4:48

On This episode of Stock Movers: - BP agreed to sell a majority stake in its Castrol lubricants division to US investment firm Stonepeak Partners to raise about $6 billion. - French biotech company Abivax started the year with a market value of less than $500 million. After a meteoric rally, it’s now worth more than $8 billion — and some analysts s…

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BP Spin Off, Sanofi Down, Fresnillo Up 4:50

11d ago4:50

4:50

On This episode of Stock Movers: - BP Plc agreed to sell a majority stake in its Castrol lubricants division to US investment firm Stonepeak Partners to raise about $6 billion. - Sanofi agreed to buy Dynavax Technologies Corp. for about $2.2 billion, as the French drugmaker tries to expand a vaccines business currently anchored by its flu shot fran…

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Novo Nordisk Rallies, ServiceNow Dips, Sable Rises 6:27

12d ago6:27

6:27

On this episode of Stock Movers: - Novo Nordisk (NVO) shares rallied in trading today following the drugmaker getting US approval to sell a pill version of its blockbuster obesity shot Wegovy. Novo will start selling the pill in the US in early January, the company said in a statement Monday. It is approved to help people lose weight or maintain pr…

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Novo Nordisk Rallies, Johnson & Johnson Slides, ServiceNow Falls 4:53

12d ago4:53

4:53

On this episode of Stock Movers: - Novo Nordisk (NVO) won approval to sell a pill version of its blockbuster obesity shot Wegovy in the US, a crucial step in its effort to defend its market share from rival Eli Lilly. The shares soared by as much as 11% in Copenhagen, the biggest intraday gain since August. Novo has fallen by almost half this year …

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Novo Nordisk Soars, Johnson & Johnson Drops, ServiceNow Falls 2:39

12d ago2:39

2:39

On this episode of Stock Movers: - Novo Nordisk (NOVOB) won approval to sell a pill version of its obesity shot Wegovy in the US, to help people lose weight or maintain previous weight loss over the long term. The company will start selling the pill in the US in early January, and it is approved based on the results of the Oasis 4 trial, which foun…

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Novo Nordisk Soars, Albermarle Climbs , Huntington Ingall Rises 4:11

12d ago4:11

4:11

On this episode of Stock Movers: - Novo Nordisk (NOVOB) won approval to sell a pill version of its blockbuster obesity shot Wegovy in the US, a crucial step in its effort to defend its market share from rival Eli Lilly (LLY). The shares soared by as much as 11% in Copenhagen, the biggest intraday gain since August. Novo has fallen by almost half th…

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Novo Soars on Wegovy Pill Approval; Huntington Ingalls Rallies; Orsted Declines 4:29

12d ago4:29

4:29

On this episode of Stock Movers: - Shares of Novo Nordisk (NVO) soared in premarket trading after the company won approval to sell a pill version of its blockbuster obesity shot Wegovy in the US, a crucial step in its effort to defend its market share from rival Eli Lilly & Co. Novo will start selling the pill in the US in early January, the compan…

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Novo Soars on Obesity Pill Approval; Huntington Ingalls Rallies; Warner Bros 4:08

12d ago4:08

4:08

On this episode of Stock Movers: - Shares of Novo Nordisk (NVO) soared in premarket trading after the company won approval to sell a pill version of its blockbuster obesity shot Wegovy in the US, a crucial step in its effort to defend its market share from rival Eli Lilly & Co. Novo will start selling the pill in the US in early January, the compan…

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Novo Nordisk's Pill, Ryanair Fined, Akzonobel's Activist 4:46

12d ago4:46

4:46

On This episode of Stock Movers: - Novo Nordisk won approval to sell a pill version of its blockbuster obesity shot Wegovy in the US, a crucial step in its effort to defend its market share from rival Eli Lilly. - Ryanair was fined more than €255 million ($300 million) by Italy’s antitrust watchdog for allegedly using an “abusive strategy” to thwar…

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Novo Nordisk's Pill, Orsted Winded, Pets At Home Up 4:40

12d ago4:40

4:40

On This episode of Stock Movers: - Novo Nordisk won approval to sell a pill version of its blockbuster obesity shot Wegovy in the US, a crucial step in its effort to defend its market share from rival Eli Lilly. - Orsted said it’s considering “all options” including legal action as it weighs how to respond to a US decision to suspend leases for fiv…