$RUM

IMAX (NYSE:IMAX) stock rose 67.2% to $41.11 after Q2 earnings. Getty Images (NYSE:GETY) reported a 2.5% revenue decline, missing estimates, and its stock fell 68.5% to $0.14. RUM Group (NASDAQ:RUM) saw a 60.9% revenue increase, beating expectations, and its stock rose 34.9% to $8.38. WEBTOON (NASDAQ:WBTN) reported a 2.8% revenue decline, missing estimates, and its stock rose 15.6% to $10.93.

Binance Futures will list five new USDT-margined perpetual contracts for ExxonMobil, Carvana, Oklo, Twist Bioscience, and Rumble on September 28, 2026, expanding its TradFi derivatives offerings. The contracts, with 20x leverage and 24/7 trading, will open in sequence starting at 09:00 UTC. Binance aims to provide crypto traders leveraged exposure to US equities.

Rumble (RUM) and WWE have partnered to stream WWE Main Event weekly on Rumble's platform starting Oct. 14. The deal aims to expand Rumble's sports programming, leveraging WWE's popular content. WWE cited Rumble's digital-first approach as a key factor. WWE Main Event features matches from Raw and SmackDown.

RUM Group confirmed a $13.7b GPU services deal with Anthropic for its Georgia data center, including warrants for up to 51m RUM shares. This shift toward AI-focused infrastructure may impact investor views, with risks including capital needs and execution. Analysts forecast $822.1m revenue and $10.8m earnings by 2029, with a potential 147% upside.

Rumble Inc. (RUM) shares rose 6.5% after CEO Chris Pavlovski announced plans to enter the AI compute-as-a-service market by mid-June. The move is supported by the pending acquisition of Northern Data AG, a European high-performance computing firm, which will provide Rumble with thousands of Nvidia GPUs. The acquisition is expected to close in mid-June, with Northern Data shareholders receiving 2.0281 shares of Rumble Class A common stock per share.

Elmet Group (ELMT) surged 35.55% after a $450M DoD investment. Baldwin Insurance (BWIN) rose 7.66% on a $7.7B take-private deal. Scholar Rock (SRRK) fell 4.07% despite FDA approval. RUM Group (RUM) gained 15.41% on a $13.7B GPU deal with Anthropic.

Nasdaq closed lower as tech and chip stocks fell, with AI-related shares declining due to calls for slower development. Treasury yields hit 5%, adding pressure. Key movers: CrowdStrike (+15.42%), Rumble (+27%), Nvidia, Micron, Broadcom, and Oracle (down 4%). Fed's rate decision looms.

Pinterest (PINS) and Rumble (RUM) are compared on their AI strategies. Pinterest uses AI for content monetization, showing strong revenue growth and profitability. Rumble pivoted to AI infrastructure, securing a $13.7B GPU deal but remains unprofitable. Pinterest leads in traditional value metrics, while Rumble is a high-risk, high-reward turnaround bet.

RUM Group (RUM) shares rose 15.5% after signing a $13.7B GPU services deal with Anthropic, including warrants for 50.8M shares. The agreement supports RUM's shift to AI data center infrastructure and aligns with its acquisition of Northern Data. RUM is up 30.5% YTD but remains 18.7% below its 52-week high.

Cybersecurity stocks surged midday, with SentinelOne (S) up 15.62%, CrowdStrike (CRWD) +15.00%, Zscaler (ZS) +14.89%, and SailPoint (SAIL) +14.82%. Meanwhile, tech hardware firms declined, including Silicon Motion (SIMO) -12.33%, MACOM (MTSI) -11.37%, Corning (GLW) -11.95%, and Nokia (NOK) -11.46%.