As major tech firms, including Google and Amazon, turn to advanced nuclear technologies known as small modular reactors (SMRs) in hopes of powering their AI ambitions, skeptics are raising questions about their viability, largely because no commercial SMR has been built in the US yet...

Mark Mahaney, Evercore ISI senior managing director and head of internet research, joins Catalysts to break down what investors can expect from Alphabet's (GOOG, GOOGL) earnings. Mahaney believes that the top factor in Alphabet's results "starts with search and it probably ends with search." He will be closely watching whether the company can maintain double-digit search revenue growth and stresses the importance of guidance. After search, he says that the second area to watch in Alphabet earnings is YouTube, as it experienced some softness during the second quarter. The third area is Google Cloud, which Mahaney explains is because there is a "broad expectation in the market that the cloud companies will be able to print accelerating revenue growth in the back half of this year because industry cloud demand is accelerating." As Google seeks to "infuse" AI into all of its offerings, Mahaney believes that the company's investments will lead to a higher return on ad spend as the technology helps advertisers run better campaigns. He tells Yahoo Finance, "I actually think Google's done a decent job with AI... I think they got caught a little bit flat-footed by OpenAI, but my guess is that they have the ability to easily catch up to where OpenAI is." To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Melanie Riehl...

We recently compiled a list of the 15 AI News Investors Should Not Miss. In this article, we are going to take a look at where Alphabet Inc. (NASDAQ:GOOG) stands against the other AI stocks you should not miss. In a recent Tech Check program, CNBC’s Deirdre Bosa reports on how OpenAI’s head of Global Affairs […]...

Despite a monstrous earnings report, Wall Street is once again reevaluating the stock's inclusion in the Magnificent 7...