1 Number Had Alphabet Investors Concerned; but for Baidu, It Was All Smiles

1 Number Had Alphabet Investors Concerned; but for Baidu, It Was All Smiles

In this segment of the Motley Fool Money radio show, host Chris Hill, Million Dollar Portfolio's Matt Argersinger, and Supernova and Rule Breakers' David Kretzmann consider the revenue situation of the two biggest search companies in the world: Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Baidu (NASDAQ: BIDU).

At the Google-y half of the U.S. online advertising duopoly, the number of clicks it's getting on ads continue to rise. But the price it's paying per click is rising too, which is a problem. Baidu has a different concern: Chinese government regulators cut a big piece out of its business when they cracked down on fraudulent medical claims in healthcare ads on the site. But the company is rebounding nicely in a broad range of spaces.

A full transcript follows the video.

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Source: Fool.com