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Alternative media stocks are diverging from their own peer group today.
RUM Group, Inc. has pivoted from video streaming to AI cloud services, securing a transformative $13.7 billion GPU services contract. The six-year deal projects to $2.3 billion in annual revenue and validates RUM's purchase of Northern Data, with $3+ billion ARR potential by 2027. The company targets ~$3.5 billion in 2028 revenue from 250 MW of new data center capacity plus an existing business with Q3 '26 revenue guidance of $87–93 million.
Rumble stock is taking a sharp hit Wednesday morning with no news, no filing, and no analyst action to explain it, while the name most traders assume moves with it is barely reacting at all.
RUM Group Inc. is upgraded to a speculative Buy following a transformative $13.7B, six-year GPU services agreement with a major US cloud customer. RUM must raise $6.4–$10.25B in capital to achieve a targeted 250MW+ AI infrastructure buildout, with financing structure (debt vs. equity) impacting dilution and leverage. Management targets $3B+ revenue by 2028, with modeled EV/revenue multiples of 4.2–5.9 and net leverage ratios ranging from 3.1 to 10.6 under various scenarios.
RUM Group (NASDAQ:RUM) stock is up 11% to $10.44 Tuesday midday after CEO Chris Pavlovski publicly named CoreWeave (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) as targets for the company's
When a company secures a contract nearly three times its total valuation, the market pays attention. Rumble Inc. NASDAQ: RUM recently locked in a $13.7 billion GPU infrastructure agreement, shattering its valuation model overnight.
RUM Group (NASDAQ:RUM) stock is up 7% to $9.68 midday Monday after the company said it signed a commercial agreement worth approximately $13.7 billion to supply GPUs and GPU services to an unnamed U.S.
RUM Group Inc. (formerly Rumble) (NASDAQ:RUM) entered into a binding warrant term sheet with an unaffiliated U.S.-based third-party cloud customer on Sunday, August 23, alongside a major commercial agreement.