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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons sharp rally is drawing attention after Morgan Stanley named it a top pick, citing AWS growth and AI opportunities. Traders are broadly bullish, though some question whether the move can hold and point to earnings and technical resistance as potential tests.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Goldman Sachs upgraded CoreWeave to Buy while lowering its price target, drawing attention after a sharp selloff in AI infrastructure stocks. Traders debated whether the upgrade and AI demand could support a rebound or whether heavy debt and financing concerns would keep pressure on the shares.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBios expanded FDA approval of ANKTIVA for papillary-only BCG-unresponsive bladder cancer, alongside long-term Phase 3 data showing durable responses and cystectomy avoidance, is driving attention. Traders are frustrated by the share-price drop despite the positive developments, debating a sell-the-news reaction and broader biotech weakness versus unverified claims of short-selling pressure.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Better-than-expected third-quarter results and a substantially more upbeat 2027 earnings outlook are driving CLF attention and a sharp rally. Traders are debating whether the forecast and steel-price tailwinds can overcome debt and execution concerns, while some view the move as vulnerable to profit-taking or short-covering volatility.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea shares are drawing attention after a sharp slide and technical breakdown, with traders repeatedly pointing to insider share sales as added selling pressure. Some view the sales as planned and the decline as disconnected from the companys growth, while others worry about management confidence and cite broader Southeast Asian market and oil-related risks.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine is surging after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial for erythropoietic protoporphyria, strengthening the companys path toward an FDA resubmission. Traders are broadly bullish and debating a possible short squeeze, while some cite dizziness concerns and potential profit-taking.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

CBRS is drawing attention amid a steep post-IPO selloff, with traders pointing to successive insider-share unlocks and a broader AI and semiconductor pullback. Bears cite the companys high valuation, scaling concerns and OpenAI dependence, while bulls argue the decline is overdone and are buying dips.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

Almontys investor-day webcast is driving concern, with traders criticizing CEO Lewis Blacks presentation and questioning whether it signaled an undisclosed problem. Others say the content sounded positive and see no clear negative update, leaving the selloffs cause uncertain.

X-Energy, Inc. engages in the development of advanced small modular nuclear reactors and fuel technology for clean energy generation. Its solutions include Xe-100 and TRISO-X. The company was founded by Kam Ghaffarian and Eben Mulder in 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-Energy Inc

Traders are focused on AEP and X-energy evaluating a potential 960-MW small modular reactor project in Indiana, with Amazon funding development and potentially buying power long termfueling optimism about nuclear power for data centers. The project remains at the evaluation stage, and enthusiasm over the opportunity is tempered by concern about XEs sharp selloff and the long path to commercial deployment.

Dynex Capital, Inc. is an internally managed mortgage real estate investment trust. It engages in the business of investing in mortgage-backed securities. The company was founded on December 18, 1987 and is headquartered in Glen Allen, VA.

Dynex Capital, Inc.

Dynexs Q3 results have focused attention on a sharp book-value decline as wider agency mortgage spreads drove losses, alongside earnings below the dividend payout. Traders are split between buying the dip on managements confidence in liquidity and future spread recovery, and worrying about dividend coverage and further share-price downside.

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Rumbles sharp selloff is driving attention, with traders debating whether the reported Anthropic cloud-computing deal can be financed and delivered, and whether future funding could dilute shareholders. Bears cite uncertainty around the deal, managements silence, and weakness across AI infrastructure stocks; bulls point to heavy short interest and the upcoming earnings report as potential counterweights.

RUM Stock Jumps Premarket: Analyst Sees Over 200% Upside, Says AI Shift Not Yet Priced In 

Equity

Lake Street has started covering RUM with a $25 price target, citing the company’s AI infrastructure pivot. 


RUM Stock Ticks Higher Overnight: Analyst Sees 94% Upside As $13B Anthropic Deal Sets Off AI Pivot

Texas Capital cited Quake AI’s expansion and Anthropic agreement as factors supporting stronger long-term revenue prospects. 


RUM Group Stock Slides Wednesday: What's Going On?

RUM Group shares are trading lower Wednesday as rising Treasury yields pressure capital-intensive, high-growth interactive media stocks.read more...

Zacks Investment Ideas feature highlights: Palo Alto Networks, Fortinet, Okta, CrowdStrike and RUM Group

RUM Group lands a $13.7B Anthropic compute deal, highlighting continued AI infrastructure demand despite growing safety concerns.

RUM's $13.7B Compute Win Contradicts AI Safety Concerns

Although AI safety warnings continue to spark fierce public debate and market volatility, AI companies' underlying actions paint a vastly different picture. 

11 Communication Services Stocks Moving In Monday's Intraday Session

Gainers

VS Media Holdings (NASDAQ:VSME) stock moved upwards by 25.2% to $1.34 during Monday's regular session. The market value of their outstanding shares is at $2.9 million.
RUM Group (NASDAQ:RUM) stock movedread more...

Elmet Group, Rum Group, Tyra Biosciences And Other Big Stocks Moving Higher On Monday

Nasdaq fell 1%, while Elmet surged 50.6% on $450M DoD funding plans; Rum, SailPoint, Tyra and cybersecurity stocks also rallied.read more...

Futures Slide As Tech Tumbles On Fears Of AI Slowdown, Oil Jumps

Futures Slide As Tech Tumbles On Fears Of AI Slowdown, Oil Jumps

 US futures are sliding, dragged by fears of a possible AI development slowdown as well as higher oil prices (Brent > 108), though bond yields are not reacting yet (10Y yield still under 5%). As of 8:00am ET, S&P futures...

Anthropic Is Reportedly RUM's $13.7 Billion Mystery Customer

RUM Group (NASDAQ: RUM) jumped 11% premarket after reports revealed Anthropic as the customer behind its $13.7B GPU services contract.read more...

Why Are Nasdaq Futures Tumbling Premarket? MU, AMD, NVDA, ORCL, RUM, TSLA, SPCX Stocks In Focus

Retail sentiment on SPY and QQQ has dipped to ‘extremely bearish’ territory amid the debate over AI ‘pacing’.




RUM Group Inc. provides video sharing and cloud services platform in the United States, Canada, and internationally. The company offers Rumble Video, a free and subscription-based video sharing platform; Rumble Studio, a multi-platform livestreaming and monetization service for creators; Rumble Advertising Center, an in-house advertising marketplace; and Rumble Wallet, a non-custodial crypto wallet integrated directly into the Rumble platform enabling audiences to tip creators natively in crypto. It also provides Rumble Cloud, an infrastructure as a service that offers a portfolio of compute, storage, security, and networking offerings. In addition, the company offers banner/display advertising, video pre-roll/mid-roll advertising, and creator sponsorships, as well as subscriptions, pay-per-view, tipping services, and develops and operates high-performance computing (HPC) and artificial intelligence (AI) solutions. RUM Group Inc. was formerly known as Rumble Inc. and changed its name to RUM Group Inc. in June 2026. RUM Group Inc. was founded in 2013 and is headquartered in Longboat Key, Florida.

RUM Group Inc. - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>Lake Street’s $25 price target for RUM implies a 226% upside.&nbsp;</li><li>The analyst believes RUM’s AI expansion and growing infrastructure could boost its valuation.&nbsp;</li><li>RUM's 250 MW power deal and $13.7 billion Anthropic contract strengthen its AI business prospects.&nbsp;</li></ul><p>RUM Group (RUM) stock ticked higher in Wednesday’s premarket as Lake Street initiated coverage, implying more than 200% upside. The analyst sees RUM’s pivot into AI data centers and neocloud infrastructure as a major value driver, adding that investors have yet to fully price in the transformation.&nbsp;</p><p><a href="https://stocktwits.com/symbol/RUM">RUM Group stock</a> edged up&nbsp;nearly 4% in Wednesday’s premarket, after a 3% gain on Tuesday.&nbsp;&nbsp;</p><h2 class="st-heading-2">Lake Street Sees 200% Upside For RUM&nbsp;</h2><p>On Tuesday, Lake Street started coverage of RUM Group with a ‘Buy’ rating and a $25 price target, according to a summary of the note on The Fly, implying a 226% upside to Tuesday’s closing price.&nbsp;</p><p>Lake Street believes the market has not fully adjusted its view of Rum Group following its strategic shift from a traditional video-platform roots toward AI-related infrastructure and services. The analyst said the combination of contracted AI demand, new power capacity and the company’s move into the neocloud market could change how investors value the business.</p><h2 class="st-heading-2">RUM’s AI Pivot And Contracts&nbsp;</h2><p>RUM entered the AI infrastructure business in June by buying German cloud company Northern Data in an all-stock deal worth about $767 million. After the deal, the company changed its name to Rumble Group. It now operates two businesses: the Rumble media platform and Quake AI, its AI infrastructure unit.&nbsp;&nbsp;</p><p>Lake Street pointed to the company’s purchase of 250 megawatts of power from Northern Data as an important step in building its data center business. The deal gives Rum Group additional infrastructure capacity as demand for AI-related computing resources continues to grow.</p><p>RUM has also secured a six-year&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-rum-stock-soaring-nearly-20-higher-overnight/cZtlpwgRBRE">agreement</a> with Anthropic, valued at $13.7 billion. The contract provides a major source of long-term revenue visibility and strengthens the case that Rum Group is becoming a contracted AI infrastructure provider rather than remaining primarily a video-focused business.</p><h2 class="st-heading-2">RUM Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained ‘bearish’.&nbsp;&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/jason1990001/message/665913998">said</a>, “Anthropic deal worth $13.7 billion is big. But would anyone be surprised an even bigger GOVERNMENT cloud contract comes next?”</p><p>Another user&nbsp;<a href="https://stocktwits.com/chuchoopox/message/665867551">said</a>, “Funny how all the analysts are saying $15 and up and we are still sitting at $7.”&nbsp;</p><p>RUM stock has gained 21% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-backed-cloud-computing-firm-lambda-looks-to-raise-4-b-in-final-round-ahead-of-ipo-report/cZDtgW7RBli">Nvidia-Backed Cloud Computing Firm Lambda Looks To Raise $4B In Final Round Ahead Of IPO: Report</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the logo of US holding company RUM Group Inc. (Rumble) is displayed on a smartphone.

RUM Group (RUM) stock ticked higher in Wednesday’s premarket as Lake Street initiated coverage, implying more than 200% upside. The analyst sees RUM’s pivot into AI data centers and neocloud infrastructure as a major value driver, adding that investors ha

RUM Stock Jumps Premarket: Analyst Sees Over 200% Upside, Says AI Shift Not Yet Priced In

RUM Group Inc.

$BRK.B

$MNDY

$RUM

$TTD

Which of these trending stocks are you most bullish on for the next 12 months - $BRK.B, $MNDY, $RUM, or $TTD? 
 
Explain why in the comments.

Stocktwits

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Monday.com Ltd

Trade Desk Inc

Which of these trending stocks are you most bullish on for the next 12 months - 

Stocktwits Polls

Shareholders are voicing extreme frustration over management's lack of communication and perceived personal time off during critical growth phases.

Investors are betting that a major strategic partner will continue accumulating shares or potentially acquire the remaining float at discounted prices.

The community argues that existing AI infrastructure deals and data center potential are being ignored by the market, creating a massive buying opportunity.

Current Price	$5.98
Prev Close	$5.69
Open	$5.82
Dividend Yield	0.00%
50-Day Moving Average	$7.96
Beta	2.21
Avg. Volume	5.78M
PE Ratio	-9.77

52-Week High	$10.60
52-Week Low	$4.62
Market Capitalization	$2.82B
EPS (Annual)	-$0.3212
Price to Book	1.70
Revenue Per Employee	$645,014.87

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