Rumble: The Market Is Still Missing The Quake AI Story
Rumble transforms post-Northern Data acquisition, launching Quake AI with 22,000 NVIDIA GPUs and robust enterprise contracts. Quake AI's $270 million Together AI deal and Tether's $250 million partnership provide strong revenue visibility, supporting a "Buy" rating and $9.41 price target. Video platform MAUs grew 8% sequentially; Shorts monetization and Rumble Wallet offer future optionality beyond AI infrastructure.
Rumble Bets on AI Compute Demand With New AI Platform
Video platform Rumble is jumping on the AI bandwagon with its newest AI platform. Launching as Quake AI, the new sector combines cloud, compute, and AI infrastructure, and is slated to dominate the company's business segment.
Rumble gets 22,000 Nvidia chips, but the video company's CEO insists this isn't a fad-like pivot
Is Rumble's AI expansion just Allbirds 2.0 — or a move modeled after Elon Musk?
Rumble: Pivotal AI Cloud Shift
Rumble Inc. is pivoting from video streaming to AI cloud services with the imminent Northern Data acquisition, targeting major AI compute opportunities. Post-merger, RUM expects a sales baseline of ~$425 million, driven by Tether commitments and GPU rental expansion, positioning the company for significant revenue growth. The stock will trade at about 10x sales initially, but substantial upside hinges on securing large AI cloud deals and effective GPU capacity utilization.
Rumble Q1 Earnings Call Highlights
Rumble NASDAQ: RUM executives said the company is nearing a major expansion into cloud infrastructure and AI services as its pending acquisition of Northern Data moves toward an expected June closing.
Rumble Inc. (RUM) Reports Q1 Loss, Beats Revenue Estimates
Rumble Inc. (RUM) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.09. This compares to a loss of $0.12 per share a year ago.
RUMBLE INC (RUM) Surges 11.4%: Is This an Indication of Further Gains?
RUMBLE INC (RUM) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Rumble: Ignored AI Cloud Play
Rumble is pivoting to become an AI Cloud provider, leveraging the Northern Data acquisition for significant growth potential. RUM's total business is projected to reach a $450–$500 million revenue run rate post-acquisition, with immediate scale-up opportunities in existing data centers. The stock trades at about 5x forward sales, supported by a $238 million cash balance and strong shareholder backing from Tether.
Morning Bid: A Rumble Down Under
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Rumble shares slide on fourth quarter earnings miss
Rumble Inc (NASDAQ:RUM) saw its shares fall almost 15% following the release of its fourth quarter earnings, as revenue declined year-over-year and miss Wall Street expectations. The video-sharing platform reported Q4 revenue of $27.1 million, down 10.5% from the same period in 2024 and missing estimates of $29 million.
Rumble Inc. (RUM) Q4 2025 Earnings Call Transcript
Rumble Inc. (RUM) Q4 2025 Earnings Call Transcript
Rumble Inc. (RUM) Q4 2025 Earnings Call Transcript
Rumble Inc. (RUM) Q4 2025 Earnings Call Transcript
