Rumble's stock surged 10% after reports linked AI lab Anthropic to its $13.7 billion six-year compute contract, a deal not yet confirmed by either party. This contract could convert Rumble's cloud pivot into steady revenue and includes an option for Anthropic to buy up to 51 million shares at a very low price. Meanwhile, competitors CoreWeave and Nebius dropped 9% amid market pressure and cautious sentiment in the rented-compute sector. Investors will watch for official confirmation, construction progress at Rumble's new Georgia data center, and financing details to gauge if this rally is sustainable.
As of Sep 14, 2026 20:42 WIB, CoreWeave shares are trading at USD 82.75, down 7.01% on Pluang, while Nebius Group NV is priced at USD 209.72, down 6.60%. These declines contrast with Rumble's reported 10% surge on news of a potential $13.7 billion compute contract with Anthropic. The technology sector shows mixed reactions, highlighting investor caution despite Rumble's optimistic outlook.
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