Why Is RUM Group (Rumble) Stock Up Today?
RUM Group shares were up 15.20% at 12:20 ET Monday after The Information reported that Anthropic is the customer behind the $13.7 billion computing contract the company disclosed in August without a name.
- RUM Group +15.20% at 12:20 ET after a report named Anthropic as its $13.7 billion compute customer.
- The contract was disclosed in August without a customer name; the warrant covers up to 50.81 million shares at one cent each.
- Measured: the August disclosure moved the stock +0.204% in fifteen minutes on thin volume.
RUM Group stock is up today because The Information reported that Anthropic is the customer behind the $13.7 billion, six-year computing contract the company disclosed in August without naming it. The first headline on MoveSurge's tape, on the shares jumping in premarket trading, crossed at 04:18:06 ET on Monday, September 14, 2026, and at 12:20 ET the shares were up 15.20% at $8.26, from Friday's close of $7.17.
RUM Group is the holding company Rumble became in June, after its all-stock acquisition of German AI cloud provider Northern Data for roughly $767 million. It runs the Rumble video platform and Quake AI, its cloud and AI infrastructure division, and still trades under the ticker RUM.
What the reported Anthropic deal covers
The capacity is expected to come from a data center RUM Group is building in Maysville, Georgia. The contract carries a warrant for up to 50.81 million Class A shares at one cent each, which vests in tranches as the customer's purchases and later expansions are completed. Neither company has commented on the report. RUM Group's filings show it has not yet lined up the financing to complete the Maysville contract, and the warrant would add dilution on top of any future capital raise.
The contract was public in August; the customer's name moved the stock
| Date | What crossed | Price before | Measured move |
|---|---|---|---|
| Monday, August 10, 2026, 16:09 ET | Second-quarter results | $6.29 | -2.226% after 15 minutes, thin volume |
| Monday, August 24, 2026, 07:56 ET | Six-year GPU services contract disclosed, customer unnamed | $9.78 | +0.204% after 15 minutes, thin volume |
| Monday, September 14, 2026 | Report names Anthropic as the customer | $7.17 (Friday close) | +15.20% at 12:20 ET |
The August disclosure measured +0.204% fifteen minutes after it crossed, on thin volume. From that morning's $9.78 to Friday's close of $7.17, the stock fell 26.69%. Monday's gain leaves the shares 15.54% below where they traded before the contract was first disclosed.
Rival AI cloud stocks fell on the same report
24/7 Wall St. reported that CoreWeave and Nebius shares dropped on the report. At 12:20 ET, CoreWeave was down 5.41% and Nebius down 4.76%, on a day when Anthropic's call to slow AI development also pushed chip stocks lower.
Why is Rumble stock up today?
The Information reported that Anthropic is the customer behind the $13.7 billion, six-year computing contract that RUM Group, Rumble's parent company, disclosed in August without a name. RUM Group shares were up 15.20% at 12:20 ET on Monday, September 14, 2026.
What is the Anthropic and RUM Group deal?
The reported contract covers six years of computing capacity from a data center RUM Group is building in Maysville, Georgia. It gives the customer a warrant for up to 50.81 million RUM Group shares at one cent each, vesting as capacity is delivered and expanded.
Is Rumble the same company as RUM Group?
Rumble reorganized as RUM Group in June after acquiring Northern Data. RUM Group owns the Rumble video platform and the Quake AI cloud division, and its stock still trades under the ticker RUM.
How these numbers were measured
Session moves compare a live quote at 12:20 ET with Friday's close. Headline reactions are MoveSurge's own measurement, from the price just before each headline crossed our tape to one and ten minutes later. The pipeline is described on our editorial standards page.
Sources
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Rumble Soars 10% on Report Anthropic Is the $13.7B Compute Customer; CoreWeave and Nebius Drop 9%
— 24/7 Wall St.
Reports name Anthropic as the customer behind RUM Group's $13.7 billion six-year compute contract disclosed in August without a name; warrant for up to 50.81 million Class A shares at one cent vesting in purchase and expansion tranches; capacity from the Maysville, Georgia site under construction; both companies silent; CoreWeave and Nebius shares fell.
-
RUM Group stock jumps on $13.7 billion Anthropic deal: will the gains hold?
— Invezz
RUM Group stock jumped on Monday on the report naming Anthropic; company filings show it lacks financing to complete the Maysville contract, and the customer warrant adds dilution risk.
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