Rumble

RUM

Market cap $2.28B

Rumble is making a bold shift into the AI cloud sector by acquiring Northern Data AG, positioning itself for significant growth. 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.

In a market intensely focused on identifying the next leaders in artificial intelligence (AI), a single announcement can change everything. On Nov. 10, 2025, shares of Rumble NASDAQ: RUM provided a clear example, surging over 11% on trading volume that dwarfed its daily average.

Rumble (RUM) reported flat Q3 2025 revenue of $24.76 million but narrowed net losses to $16.3 million, sending the stock up 11.9% after results. Active users fell to 47 million from 67 million in 2024, reflecting a decline in politically driven traffic, though ARPU rose to $0.45. The company expanded into AI and cloud services through a $767 million acquisition and a $775 million investment from Tether, but these ventures are capital intensive and unproven.

Rumble struck a deal to acquire Germany-based data center operator Northern Data. Tether agreed to serve as an anchor customer for Rumble's computing services.

Rumble Inc (NASDAQ:RUM) stock is surging today, up 13.7% at $6.69 at last glance, after the video platform name announced its acquisition of German AI firm Northern Data for roughly $767 million.

Rumble Inc. (RUM) came out with a quarterly loss of $0.08 per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to a loss of $0.15 per share a year ago.

Rumble (NASDAQ: RUM) shares are surging in pre-market trading after the video-sharing platform reported third-quarter results showing sharp improvement in profitability despite a modest dip in revenue.

Stock index futures surge as Senate clears the first hurdle to end the government shutdown, boosting market sentiment across Dow, S&P, and Nasdaq futures. Taiwan Semiconductor Manufacturing (TSM) posts October revenue up 16.9% YoY, slowing from September's surge but maintaining strong growth amid robust AI chip demand.

The deal to acquire Northern Data will allow Rumble to obtain more than 40,000 Nvidia graphics processing units.

Video-sharing platform and cloud-services provider Rumble will gain access to Northern Data ‘s large portfolio of graphics-processing-unit products as well as a data center business through the deal.