StreetInsider.com News Articles

Apple's 5% iOS fee cut in China: These companies are most affected

Fri, 13 Mar 2026 09:56:06 -0400

Investing.com -- Apple’s decision to cut iOS commissions in China by 5ppt will modestly boost earnings for several major internet platforms, according to Morgan Stanley analyst Gary Yu.

The iPhone maker lowered its standard App Store take rate in China to 25%, effective March 15, after discussions with regulators.

For “qualified transactions under App Store Small Business Program and Mini Apps Partner Program, and auto-renewals after the first year,” the commission will fall to 12% from 15%, Morgan Stanley said.

Yu wrote that the change “should reduce channel fees and lift net profit for internet companies,” estimating a 0.4%-1.9% earnings

Apple's 5% iOS fee cut in China: These companies are most affected

Fri, 13 Mar 2026 09:56:06 -0400

Investing.com -- Apple’s decision to cut iOS commissions in China by 5ppt will modestly boost earnings for several major internet platforms, according to Morgan Stanley analyst Gary Yu.

The iPhone maker lowered its standard App Store take rate in China to 25%, effective March 15, after discussions with regulators.

Yu wrote that the change “should reduce channel fees and lift net profit for internet companies,” estimating a 0.4%-1.9% earnings

Apple's 5% iOS fee cut in China: These companies are most affected

Fri, 13 Mar 2026 09:56:06 -0400

Investing.com -- Apple’s decision to cut iOS commissions in China by 5ppt will modestly boost earnings for several major internet platforms, according to Morgan Stanley analyst Gary Yu.

The iPhone maker lowered its standard App Store take rate in China to 25%, effective March 15, after discussions with regulators.

Yu wrote that the change “should reduce channel fees and lift net profit for internet companies,” estimating a 0.4%-1.9% earnings

2 China stocks added to UBS's model portfolio

Thu, 12 Mar 2026 17:00:00 -0400

UBS has added 2 Chinese companies to its model portfolio, arguing that equities in the country, particularly A-shares, continue to offer meaningful diversification benefits at a time of heightened global market volatility.

JD.com (NASDAQ: JD) and Baidu (NASDAQ: BIDU) are the stocks added.

Strategist James Wang told investors in a note that recent trading patterns show that “Chinese equities offer a viable diversification option for global investors,” noting that since the Iran conflict began, MSCI China has outperformed global indices by 1.4 percent, while the CSI 300 has been “broadly flat.”

UBS highlighted several reasons why China is less vulnerable to

2 China stocks added to UBS's model portfolio

Thu, 12 Mar 2026 17:00:00 -0400

JD.com (NASDAQ: JD) and Baidu (NASDAQ: BIDU) are the stocks added.

UBS highlighted several reasons why China is less vulnerable to

2 China stocks added to UBS's model portfolio

Thu, 12 Mar 2026 17:00:00 -0400

JD.com (NASDAQ: JD) and Baidu (NASDAQ: BIDU) are the stocks added.

UBS highlighted several reasons why China is less vulnerable to

2 China stocks added to UBS's model portfolio

Thu, 12 Mar 2026 17:00:00 -0400

JD.com (NASDAQ: JD) and Baidu (NASDAQ: BIDU) are the stocks added.

UBS highlighted several reasons why China is less vulnerable to

BofA Securities Reiterates Buy Rating on Baidu (BIDU) following investor meetings

Thu, 12 Mar 2026 15:02:31 -0400

BofA Securities analyst Miranda Zhuang reiterated a Buy rating and $180.00 price target on Baidu (NASDAQ: BIDU)

The analyst commented, "We hosted Baidu for investor meetings in US. Mgmt. is optimistic about the fast growth of AI-powered businesses, committed to continuously executing value-unlocking efforts, and disciplined in capital allocation. For 2026, mgmt. expects AI-powered businesses to grow fast with decent margins and will work to improve lagging businesses. Strategy by business: 1) AI Cloud Infra: sustain or hopefully accelerate growth driven by GPU cloud and chip; 2) AI Applications: expand product portfolio, grow AI features’ monetization, and go overseas; 3) Robotaxi:

Baidu launches DuClaw service for instant OpenClaw access

Wed, 11 Mar 2026 08:02:52 -0400

Baidu Inc. (NASDAQ: BIDU) announced the launch of DuClaw, a zero-deployment service that provides instant access to the OpenClaw agent platform through Baidu AI Cloud.

The service is available through a web interface and includes pre-built Baidu skills such as Baidu Search, Baidu Baike, and Baidu Scholar. DuClaw supports multiple foundation models and eliminates the need for users to configure servers or connect model API keys.

The company plans to integrate DuClaw with enterprise collaboration platforms including WeCom, DingTalk, and Feishu. The service runs on Baidu AI Cloud's infrastructure as a fully managed offering.

Baidu is offering a promotional price of RMB 17.8

Baidu Launches DuClaw, Enables Zero-Deployment Access to OpenClaw