RUM Group Surges 11% as CEO Vows to Take On CoreWeave and Nebius, Trump Media Holds Flat

RUM Group Surges 11% as CEO Vows to Take On CoreWeave and Nebius, Trump Media Holds Flat David Moadel Tue, August 25, 2026 at 1:21 PM EDT 5 min read RUM CRWV NBIS NVDA SOCL Quick Read RUM jumped 10% after Pavlovski publicly challenged neocloud rivals, while DJT slid 0.6% and sits down 30% YTD despite retail conflating both tickers. Quake AI's $13.7B GPU contract puts RUM Group in direct competition with CoreWeave and Nebius, backed by 22,400 NVIDIA GPUs from the Northern Data acquisition. SEC filings admit RUM Group lacks financing to fulfill the Maysville contract, and a 50.81 million share customer warrant stacks additional dilution risk on any future raise. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rumble didn't make the cut. Grab the names FREE today . RUM Group ( NASDAQ:RUM ) stock is up 11% to $10.44 Tuesday midday after CEO Chris Pavlovski publicly named CoreWeave ( NASDAQ:CRWV ) and Nebius Group ( NASDAQ:NBIS ) as targets for the company's AI infrastructure push. RUM Group stock was up 48% year to date (YTD) through Monday's close, extending a run that has reshaped the story around the former Rumble. Shutterstock In contrast, Trump Media & Technology Group ( NASDAQ:DJT ) stock is down 0.7% to $9.23. Trump Media stock was down 30% YTD through Monday's close, a reminder that retail still associates the two tickers despite very different businesses. The sector backdrop is friendlier today than it was on Monday. Global X Data…