Morgan Stanley downgraded Baidu stock to underweight from equal-weight on August 19, 2026, following the company missing Q2 earnings expectations.

The entities involved

• Baidu →

  Chinese web services company

  • Alibaba Group and Baidu are facing scrutiny from the Pentagon's growing blacklist, while China's Commerce Ministry objects to the list expansion.Wed 09:13
  • Market views Alibaba as the clear winner in the AI race, driven by its Zhenwu V900 product targeting performance gaps left by rivals.Tue 15:08
• Morgan Stanley →

  U.S. investment bank

  • Financial firms including Morgan Stanley, Truist Financial, Jefferies Financial Group, and CIBC issued rating and price objective updates for Clearway Energy.Mon 17:33
  • Goldman Sachs, Morgan Stanley, JPMorgan Chase, and Bank of America are competing in the global investment banking sector.Mon 17:24

Related events

• Morgan Stanley downgraded Smith & Nephew's stock rating from overweight to equal weight on September 3, 2026.Sep 3
• Morgan Stanley lowered its rating for CAE Inc from equal weight to underweight on August 27, 2026.Aug 27
• Morgan Stanley downgraded Peloton to Underweight and lowered its price target, citing structural headwinds.Sep 8
• Morgan Stanley provided research notes and an Overweight rating on Gilead Sciences stock on September 20, 2026.Sep 22
• Morgan Stanley downgraded the stock rating for Qfin Holdings, Inc. on September 9, 2026.Sep 9