$RUM

Trump Media (DJT) fell 5% to $9.02, extending its 32% YTD decline, and Rumble (RUM) dropped 3% to $8.76, with no clear news catalyst. Retail engagement is thinning, and both stocks are underperforming the broader social media sector and market. DJT's Q2 revenue grew 92.5% YoY to $1.7M, but it reported a net loss of $238.11M. RUM's Q1 revenue missed estimates at $25.46M, with a loss per share of $0.12.

U.S. stock futures rose after President Trump stated the U.S.-Iran war is 'very close to over.' The S&P 500 and Nasdaq Composite closed at record highs. HIMS surged 24% on FDA news, MSFT gained on AI sentiment, RUM hit a month high, NFLX rose ahead of earnings, and XNDU had its best day. Oil steadied near $91/barrel.

RUM Group (NASDAQ:RUM) secured a $13.7 billion AI infrastructure contract, 339 times its latest quarterly revenue. The deal includes warrants for up to 50.8 million shares at $0.01 each, pending financing and capacity development. RUM's Q2 revenue rose 61% to $40.4 million, with high GPU utilization. The company faces execution risks and potential dilution.

RUM Group Inc. (RUM) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On August 21, 2026, Paul Cappuccio resigned from the Board of Directors (the “Board”) of RUM Group Inc. (the “Company”). M

Rumble Inc (RUM) signed a $13.7B GPU services deal through its Quake AI cloud unit. The stock surged 64% on the news, hitting a 52-week high before pulling back. The company aims for a $3B+ annual revenue run rate, but faces challenges with negative gross margins and significant capital expenditure. Tether owns 50% of RUM Group, introducing governance questions. Management compares RUM's valuation to AI infrastructure peers, suggesting a potential 3x re-rating.

RUM, MRK, and NEM stocks reached 52-week highs. RUM surged 9% after a $13.7B GPU deal. MRK rose 4% on positive melanoma trial data. NEM gained 2.5% due to higher gold prices and Nevada Gold Mines venture. Analysts raised MRK price targets to $170 and $180.

RUM Group Inc (RUM) shares rose 9.3% to $10.23, up 79.2% in the past month. The stock is considered overvalued with a GF Value of $7.32, a 39.8% premium. Insiders bought $10.0M in shares over the past year. RUM has a GF Score of 75/100, indicating above-average performance but profitability concerns.

RUM Group Inc. (NASDAQ:RUM) secured a $13.7 billion contract for GPU services over six years, with a U.S. customer. The deal includes three initial tranches and potential expansion tranches. The customer may acquire up to 50.81 million Class A shares via a warrant. RUM shares rose 5.30% to $9.52 on Monday.

RUM Group Inc. (NASDAQ:RUM) shares rose 10% after announcing a $13.7B AI chip deal with an unnamed U.S. cloud customer. The 6-year contract involves GPU services from an under-construction facility. The company lacks financing but is confident in growth, with Q2 revenue up 61% YoY and Q3 guidance between $87M-$93M. Analysts have a Moderate Buy rating with an average $22 price target.

RUM Group (RUM) shares rose 11% to $10.44 after CEO Chris Pavlovski named CoreWeave (CRWV) and Nebius (NBIS) as competitors, highlighting its AI infrastructure ambitions. The company lacks financing for a $13.7B GPU services contract, raising execution risks. Trump Media (DJT) shares fell 0.7% to $9.23, down 30% YTD.