Out Fox The $treet

Update - Aug. 10, 2026 RUM Group with a huge start as an AI cloud company. The company has the assets for $3B+ of ARR next year. The stock is a gift here nearly flat in AHs after reporting the following numbers with Q2 results.  ~ Record Revenue of $40.4 Million up 61% YoY ~ ~   Closed Acquisition of Northern Data, Adding Approximately 250 MW of Unmonetized 2027 Targeted Capacity Representing a $3B+ ARR Opportunity ~ ~ Initiating Formal Guidance Beginning with Third Quarter 2026 Revenue Outlook of $87 Million to $93 Million ~ Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » Original article posted on May30 Rumble Inc. is pivoting from video streaming to AI cloud services with the imminent Northern Data acquisition, targeting major AI compute opportunities. Post-merger, RUM expects a sales baseline of ~$425 million, driven by Tether commitments and GPU rental expansion, posit...

Update - Feb. 20, 2026 CoreWeave is slumping due to a misleading report from BI. The AI cloud company has not run into problems financing a data center in PA despite the reporting. The company has already completed the data center financing as reported in the BI article and confirmed on air by Jim Cramer after exchanging messages with the CEO.  Update - Jan. 26, 2026 NVDA  wisely buying into  CRWV  at less than 4x '26 sales and close to 2x '27 sales. The market doubting this AI data center story was crazy. -Nvidia (NVDA) has invested $2B in CoreWeave (CRWV) and expanded their collaboration to help CoreWeave accelerate the buildout of over 5 gigawatts of AI factories by 2030. -Nvidia invested $2B in CoreWeave Class A common stock at $87.20 per share. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » Original article posted on Nov. 17  CoreWeave remains an ultra ...