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RURUM

Rumble Inc.

$RUM·$2.5B·Internet Content & Information·Communication Services
$6.43+3.9%YTD+0.6%1Y-23.3%
Mentions · last 7 days
2026-07-29: 2 posts2026-07-30: 15 posts2026-07-31: 21 posts2026-08-01: 9 posts2026-08-02: 7 posts2026-08-03: 40 posts2026-08-04: 13 posts107+5%
Price updated 4h ago·X counts updated 4h ago
RURUM
$RUMRumble Inc.
$6.43+3.88%107 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $RUM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeEvent coming upAI verdict · as of 2026-08-04

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Quake AI pivot into GPU infrastructure, $270M Northern Data deal, 22K NVIDIA GPUs, JD Vance ~10% portfolio — Rumble reports in 10 days into a specific AI-cloud setup.

Rumble is the video-and-cloud-services company whose specific pivot into the AI-neocloud/GPU infrastructure category (via the Quake AI framework) has transformed the investment case from a video-platform bet into an AI-infrastructure setup.

Where the setup lands:

  • The Quake AI pivot into the AI-neocloud/GPU infrastructure category is the specific structural transformation: Rumble is now positioning specifically as an AI-compute-infrastructure provider comparable to NBIS and IREN — but at a much smaller market cap with specific optionality.
  • The $270M Northern Data deal is the specific commercial anchor: securing a multi-year infrastructure partnership at that scale gives Rumble specific committed revenue in the AI-compute vertical.
  • The 9 data centers, 22K NVIDIA GPUs, 300K CPUs represents specific operational scale — real physical infrastructure differentiating Rumble from narrative-only AI plays.
  • JD Vance holding ~10% of his portfolio in RUM attracts specific political-adjacent retail-attention flow. The $300K call bet suggests expectations of a US government cloud contract. ~20% short interest at smaller market cap than NBIS/IREN is setup fuel — any positive catalyst produces asymmetric upside. Q1 EPS -$0.11 was noisy for a company in strategic transition.

The forward setup: the August 14 Q2 print. Revenue growth from the Quake AI pivot plus any specific US government cloud contract announcement plus continued Northern Data revenue recognition is what extends the tape toward the specific NBIS/IREN valuation compressed range; a Q2 print with limited AI-cloud pivot progress combined with any specific contract-timing delay is what would confirm the setup was ahead of execution.

What to watch: The August 14 Q2 print — Quake AI pivot revenue growth, US government cloud contract announcement, and Northern Data revenue recognition. All positive extends the tape toward NBIS/IREN valuations; Q2 with limited pivot progress confirms the setup was ahead of execution.

On the calendar: 2026-08-14 — Q2 earnings

quake ai neocloud pivotvance ten percent holding

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment10 posts analyzed · as of 2026-08-04

Rumble chatter is patient-bull heading into August 10 Q2 earnings. Posters keep repositioning RUM into the AI-neocloud/GPU-infrastructure conversation alongside NBIS and IREN via the Quake AI/Northern Data deal — with 'significantly lower market cap.' Chartists flag a bottom setup, nearly 20% short interest, 16 days to cover, and a breakout watch above $6.30. Little bearish voice in this window.

Read the AI verdict + X sentiment for $RUM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Runs rumble.com, an alternative video platform for free-speech creators, plus locals.com subscription community.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $RUM.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

What this means for $RUM

Neutral — Runs rumble.com, an alternative video platform for free-speech creators, plus locals.com subscription community; limited read-through from internet content & information macro dynamics to this specific revenue mix.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+6.4%YTD
+6.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-17.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-27.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-69.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
31.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-38.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
14.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$-0.11$-0.09-22.2%
Q4 2025Mar 5, 2026$-0.15$-0.11-36.4%
Q3 2025Nov 10, 2025$-0.08$-0.07-14.3%
Q2 2025Aug 10, 2025$-0.14$-0.08-75.0%
Next earningsMon, Aug 10·consensus EPS $-0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$25.5M+7.4%-21.7%-119%$-0.12$-17.7M
Q4 FY25$27.1M-10.5%97.4%51.9%$-0.13$-31.7M
Q3 FY25$24.8M-1.2%-17.5%-114%$-0.06$-12.0M
Q2 FY25$25.1M+11.6%-5.8%-106%$-0.12$-16.8M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$192.4M$192.4M – $192.4M-$0.28-$0.28 – -$0.281
FY27$317.0M$317.0M – $317.0M-$0.14-$0.14 – -$0.141
FY28$505.1M$505.1M – $505.1M$0.23$0.23 – $0.231

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.27%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-4.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 299.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.135-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 17Tether Global Investments Fund, S.i.c.a.f., S.a.10% owner4.6M sh$460BuyFeb 6Tether Global Investments Fund, S.i.c.a.f., S.a.10% owner44.4K sh$243K
+ 27 other (12 inkinds · 12 awards · 2 others · 1 exempt) in window

See when $RUM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJun 22SC 13D/A
AI summary

Amendment No. 3 to Schedule 13D filed by Tether Global Investments Fund, S.I.C.A.F., S.A. reporting beneficial ownership of RUM Group Inc. representing a 7% stake (3 shares), with investment intent. This SC 13D/A filing dated 2026-06-22 updates the holder's position and disclosed intentions.

8-KMaterial agreementJun 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 5.03: Charter amendment
AI summary

Delaware 001-40079 80-0984597 entered into a material credit agreement on 2026-06-18. Narrative: 933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revi...

8-KMaterial agreementJun 178-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 3.02: Unregistered equity sale · Item 5.03: Charter amendment · Item 8.01: Other event
AI summary

Delaware 001-40079 80-0984597 entered into a material agreement on 2026-06-17. Narrative: f this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial a... Delaware 001-40079 80-0984597 disclosed: f this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Introductory Note On June 17, 2026, Rumble Inc. (the “ Company ” or “ Rumble ”) announced that it had completed the transa. Delaware 001-40079 80-0984597 completed an acquisition or disposition: f this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Introductory Note On J.

8-KShareholder voteJun 158-K — Item 5.07: Shareholder vote
AI summary

Delaware 001-40079 80-0984597 disclosed voting results from its annual or special meeting. hapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Item 5.07 Submission of Matter...

8-KPress release / Reg FDJun 48-K — Item 7.01: Press release / Reg FD
AI summary

Delaware 001-40079 80-0984597 furnished a Reg FD disclosure covering: The Nasdaq Global Market Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended tr.

8-KPress release / Reg FDMay 148-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Delaware 001-40079 80-0984597 reported financial results for the period March 31, 2026. Press release attached; detailed financials in the exhibit. Delaware 001-40079 80-0984597 furnished a Reg FD disclosure covering: apter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Item 2.02. Results of Operation.

3New insider — initial holdingsApr 83
8-KOfficer or director changeMar 278-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 26 other (14 425s · 3 proxys · 1 10-Q · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

RUM Group Inc. Announces Timing of Second Quarter 2026 Earnings Release and Conference Call as well as Upcoming Conference Participationglobenewswire.com·2d agoRUM Group Inc. Announces Timing of Second Quarter 2026 Earnings Release and Conference Call as well as Upcoming Conference Participationglobenewswire.com·2d agoRUM Group Inc. Announces the Filing of Updated Investor Materialsglobenewswire.com·36d agoTether Acquires 4.6 Million More Rumble Shares. Does that Make RUM a Buy?fool.com·40d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Rumble Inc. - RUMprnewswire.com·41d ago

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Voices on X · top 9 · last 7 days

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