A new feature of Elon Musk’s X shows where most accounts are based. Turns out, some of the most patriotic voices on the platform aren’t even in the US, but broadcasting from far-flung bot farms.

That’s gone over as well as expected with those accounts’ target audience. But political implications aside, what does this mean for tech firms’ user numbers?

Bot crackdowns: 0. Dead internet theory: 1.

— Brooks & Cas

Banzai International, Inc. (NASDAQ: BNZI) is scaling faster than nearly any player in the AI marketing space. Revenue is up 205%. ARR surged 182%. Margins hit 83%.

BNZI now serves more than 140,000 customers, including Cisco and New York Life, thanks to a connected suite spanning AI newsletters, high-ROI webinars, and enterprise-grade video creation.

Its stock price has yet to reflect this growth. But that may not be the case forever. Act now and discover how BNZI is turning AI-powered marketing into a profit-generating machine — before it kicks into high gear.

US Foods $USFD ( ▲ 7.79% ) ended merger talks with Performance Food Group $PFGC ( ▼ 2.34% ) and authorized a $1B buyback.

Tesla $TSLA ( ▲ 6.83% ) is close to finalizing its A15 AI chip and has begun work on A16, per CEO Elon Musk.

Alphabet $GOOGL ( ▲ 6.31% ) climbed to another all-time high as investors continued to applaud its new Gemini 3 AI model.

Alibaba $BABA ( ▲ 5.1% ) said its new AI app Qwen hit 10 million downloads in its first week.

MP Materials $MP ( ▲ 6.82% ) gained after BMO upgraded the stock to Outperform.

To monitor hot stocks in real time, check out The Street Feed.

JPMorgan $JPM ( ▼ 0.01% ) has turned bullish on Baidu $BIDU ( ▲ 7.45% ), upgrading the Chinese internet services giant to Overweight. The bank lifted its US price target sharply from $110 to $188, implying an impressive 56% upside from today’s close.

Analyst Alex Yao believes Baidu is entering a new growth era driven by cloud and AI. He argues that the market is underestimating how quickly those businesses will become Baidu’s primary value engines.

The stock has rallied this year, but JPMorgan sees more room to run as AI adoption accelerates across China. The firm thinks now is the time for investors to position ahead of a potential valuation rerating.

Yao expects Baidu’s cloud business to inflect meaningfully. He forecasts revenue growth near 23% in 2025 and roughly 61% in 2026, thanks to rising demand for the company’s Kunlun AI chips. Domestic buyers continue shifting toward local compute suppliers, which strengthens Baidu’s position in China’s AI stack.

GPU compute revenue should also remain strong. JPMorgan sees triple-digit growth as enterprises pour money into model training, fine-tuning, and inference workloads. That spending surge could lift both Baidu’s cloud profitability and its relevance in China’s AI ecosystem.

The firm also sees momentum in AI-native marketing tools. Baidu’s AI-marketing revenue could grow more than 50% in 2026 as advertisers adopt smarter targeting and automated creative tools.

The shift to AI marketing comes with caveats. Growth could potentially cannibalize parts of Baidu’s legacy search advertising business, and it is unclear when traditional search revenue will stabilize.

But JPMorgan believes the long-term math still favors the transition. And most analysts agree. The majority rate the stock a Buy.

With cloud and demand ramping across the Asian nation, JPMorgan believes that the best remaining AI play might just be Made in China.

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Reuters: Amazon $AMZN ( ▲ 2.53% ) said it will invest up to $50B to expand AI and supercomputing capacity for US government customers starting in 2026.

Axios: Sinclair $SBGI ( ▲ 1.41% ) offered $7 per share to buy the rest of Scripps $SNI ( 0.0% ) even as Trump signaled opposition to lifting FCC ownership caps.

CNBC: OpenAI launched a shopping research tool in ChatGPT that generates detailed product guides and will integrate with Instant Checkout.

YF: Anthropic unveiled Claude Opus 4.5, calling it its most powerful model and the world’s top performer for coding and agent tasks.

TechCrunch: Jay Neo, a former MrBeast strategist, launched a new startup Palo to help creators generate AI-driven short video ideas.

Are you bullish or bearish on Doximity $DOCS ( ▼ 0.93% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

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