1. ARK Invest increases Baidu holdings to over $79 million. 2. Baidu shares gained 47% in 2025, outperforming S&P 500's 17%. 3. ARK's renewed interest follows previous major sell-offs of Chinese tech stocks. 4. Baidu considering a spinoff of its AI chip unit amid tech dependency concerns. 5. Baidu now represents about 1% of ARK's total holdings.