Baidu, China's underperforming AI player, might actually have an easier time surprising investors this earnings season. With most big tech stocks in China disappointing lately, expectations for Baidu are low—so even modest good news could give its stock a lift.

What This Mean: Investors are hungry for any positive AI story in China right now, and Baidu—often overshadowed by rivals—might finally catch a break. If it clears the low bar set by its peers, it could spark some short-term optimism, even if the long-term AI race is still uncertain.

Apple is about to let outside developers tap into its AI tech, hoping this move will spark a wave of fresh apps and make iPhones and other Apple gadgets even more appealing. It’s a big shift—kind of like opening up their toolbox so others can build cooler stuff with it.

What This Mean: This isn’t just about Apple playing nice with developers—it’s a strategic power move. By sharing its AI models, Apple could see a surge in innovative apps that lock users deeper into its ecosystem, while also keeping pace with rivals like Google and OpenAI. For users, it might mean smarter, more personalized apps down the line. For devs? A whole new playground to experiment in.

Asus CEO Samson Hu says the latest AI-powered PCs are still a year or two away from really making an impact. While these machines are generating buzz, he predicts it won't be until 2026 or later that they actually start moving the needle in the PC market.

What This Mean: If you're holding out for an AI PC that feels truly game-changing, you might need to temper expectations for now. This isn't a dismissal of the tech—just a reality check from an industry leader on how long it'll take for these devices to mature. For early adopters, it's a heads-up that the "revolution" might be more of a slow burn.