Signals
Nebius (NBIS): The AI Cloud Business After the Yandex Split
Nebius stock (NBIS) after the Yandex split: what the 20-F and Q2 2026 filings show on AI cloud revenue, the Microsoft and Meta contracts, and the real risks.
Author
Ronald Decastro
Servers
Vertiv (VRT): Cooling and Power for AI Data Centers
What vrt stock actually owns: Vertiv's power and cooling hardware, Q2 2026 segment numbers straight from the 10-Q, and the gaps the filing leaves open.
Servers
GE Vernova (GEV): The Three Segments Explained
GEV stock explained: what GE Vernova's Power, Electrification and Wind segments each earn, per the Q2 2026 10-Q, and where the $176 billion backlog sits.
Silicon
Intel (INTC): What Actually Drives the Business Now
Intel stock in one read: Q2 2026 revenue by segment, the $2.1B Intel Foundry loss, the US government stake, and what the $20 billion August raise dilutes.
Tech
Cancel ChatGPT Plus: Billing Help When Support Goes Quiet
Cancel ChatGPT Plus subscription help: where to cancel on web, iPhone or Android, what happens to your billing, and how to claim a refund that sticks.