RUM Group (RUM) stock rose 1.96% overnight as retail investors looked ahead to its third-quarter earnings on Wednesday, before US markets open. The company expects revenue of $87 million to $93 million, against analysts' estimate of $88.7 million. Investors are betting on its AI infrastructure push and a six-year, $13.7 billion agreement with Anthropic. In June, the company completed an approximately $767 million all-stock purchase of German cloud provider Northern Data. In the second quarter, RUM reported record revenue of $40.4 million, up 61%. Short interest has reached a record 8.8%, and the stock is down 19% this year. Last month, Lake Street began coverage with a "Buy" rating and a $25 price target.

Transmit has partnered with Rumble to introduce in-content advertising technology for WWE Main Event, which relaunches exclusively on Rumble on 14 October at 8 p.m. ET. The partnership will deploy Transmit's MomentAI technology to identify advertising opportunities within content without adding traditional commercial breaks. The collaboration extends to Rumble Studio, where MomentAI will create programmatic in-content advertising opportunities for creators. The technology works alongside Rumble's existing advertising infrastructure, enabling creators to monetise content whilst providing advertisers access to new inventory. "WWE Main Event gives us a powerful place to start," said Seth Hittman, CEO of Transmit. The partnership aims to scale across Rumble's creator network, allowing brands to connect with audiences without disrupting the viewing experience.

RUM Group reported second quarter revenues of $40.37 million, up 60.9% year-on-year, exceeding analyst expectations by 31.7%. The video-sharing platform, which positions itself as a free speech alternative to mainstream platforms, completed its acquisition of Northern Data on 17 June and renamed itself RUM Group. The company now operates two business units: its original Rumble video platform and Quake AI, a cloud and AI infrastructure business. CEO Chris Pavlovski said Quake AI's GPU estate is running at 85% utilisation and highlighted a new multi-year agreement with Together AI. RUM Group aims to leverage 250 megawatts of targeted 2027 power capacity, which management believes represents a $3 billion-plus annual run-rate opportunity.