Rumble: AI Cloud Inflection [Seeking Alpha]
Rumble Inc. - Class A (RUM)
Company Research
Source: Seeking Alpha
RUM's partnership with Tether brings $125 million in annual commitments, including major GPU rentals and advertising, but the company still needs outside AI cloud customers. Despite weak Q3 results and declining MAUs, the combined business could reach $450–$500 million in revenue, with the AI cloud segment driving future upside. The stock is rated ultra bullish, with current weakness seen as a buying opportunity ahead of the Northern Data deal closing and AI business ramp-up. Hiroshi Watanabe/DigitalVision via Getty Images The under the radar shift the market has generally ignored is Rumble Inc. ( RUM ) transitioning to an AI cloud provider. The video-sharing platform remains stuck in neutral, but big plans with Tether might change the equation. My investment More on my IG service If you'd like to learn more about how to best position yourself in undervalued stocks mispriced by the market during Q4, consider joining Out Fox The Street The service offers a model portfoli
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High impacting Rumble Inc. - Class A news events
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RUM
News
- The Fight Before Christmas: Netflix Star Chase DeMoor vs. Andrew Tate to be Streamed Exclusively on Rumble PremiumGlobeNewswire
- Rumble Cloud Partners with the Cleveland BrownsGlobeNewswire
- Rumble's $767M Acquisition Marks Bold Pivot Into AI Infrastructure [Yahoo! Finance]Yahoo! Finance
- Rumble Announces Participation in the 14th Annual ROTH Technology Conference [Yahoo! Finance]Yahoo! Finance
- Rumble Announces Participation in the 14th Annual ROTH Technology ConferenceGlobeNewswire
RUM
Earnings
- 11/9/25 - Beat
RUM
Sec Filings
- 12/1/25 - Form 4
- 11/21/25 - Form 4
- 11/18/25 - Form 4
- RUM's page on the SEC website