Baidu shares have jumped more than 16 percent to hit two-year highs, driven by optimism over its homegrown AI chip venture and signs of growth in its AI Cloud business.

Join Dan Koh and Emaad Akhtar in this episode of Companies to Watch, as they break down what’s fueling the rally, how Baidu stacks up against Tencent, Alibaba, and global tech giants, and the risks investors need to weigh before buying into the hype.