NEW: Ring unveils new patrol drone and robot to surveil homes and businesses by flying room to room. The drone is able to fly back to its charging station on its own after patrolling around the home. Here are some more details on the drone and robot: - Patrol drone costs $250. - Patrol rover costs $1000. - The drone can fly for up to 8 minutes at a time. - The drone has 148-degree peripheral vision and can quickly rotate 360 degrees to identify threats. - Both require a subscription fee of $5 per month. "For years, customers told us they wanted eyes in the places a fixed camera couldn’t reach, and peace of mind in the spots they’d never want one," said Ring founder Jamie Siminoff. "The honest answer wasn’t more cameras; it meant reimagining what a security device could be. That kind of invention is hard, and it takes time." "But we kept at it until we got it right and that’s Ring Robotics. It’s not just a new category of security; it’s the beginning of a future where proactive, autonomous protection is something every home and every business can have."

CoreWeave $CRWV rose as much as 7% after hours after reporting a $132.5B revenue backlog, up from $104B last quarter. Net premium is a positive +$2.4M, but at only +0.3σ it's an ordinary reading for a Tuesday, so buying wasn't unusually aggressive going into the print.

CoreWeave - FY2026 Q3 Earnings $CRWV $51.34 [+6.50% AH] ✅ Revenue: $3.7B (Est: $3.5B) [+168% YoY] ✅ EPS: -$1.27 (Est: -$1.46), GAAP, year-ago -$0.22 Additional Metrics: Adjusted EBITDA: $2.3B [+169% YoY] Adjusted EBITDA Margin: 62% Operating Income: $207M [+298% YoY] Operating Margin: 6% Adjusted Operating Income: $379M [+75% YoY] Adjusted Operating Margin: 10% Net Loss: $709M (year-ago $110M) Adjusted Net Loss: $529M (year-ago $41M) Interest Expense, Net: $846M [+173% YoY] Revenue Backlog: $132.5B Active Power: over 1.7 GW Contracted Power: over 4.6 GW Cash and Cash Equivalents: $4.1B FY2026 Guidance: Revenue: $13.0B to $13.3B (Prior: $12.4B to $13.2B) Adjusted Operating Income: $1.275B to $1.375B (Prior: $960M to $1.15B) Capital Expenditures: $37B to $39B (Prior: $35B to $39B) Active Power at Year-End: more than 1.85 GW Annualized Run-Rate Revenue Exiting 2026: $20B to $21B, raised Q4 Interest Expense: $1.05B to $1.15B Customer Prepayments and Deposits: about $9B expected over the next three months

CoreWeave - FY2026 Q3 Earnings $CRWV $51.34 [+6.50% AH] ✅ Revenue: $3.7B (Est: $3.5B) [+168% YoY] ✅ EPS: -$1.27 (Est: -$1.46), GAAP, year-ago -$0.22 Additional Metrics: Adjusted EBITDA: $2.3B [+169% YoY] Adjusted EBITDA Margin: 62% Operating Income: $207M [+298% YoY] Operating Margin: 6% Adjusted Operating Income: $379M [+75% YoY] Adjusted Operating Margin: 10% Net Loss: $709M (year-ago $110M) Adjusted Net Loss: $529M (year-ago $41M) Interest Expense, Net: $846M [+173% YoY] Revenue Backlog: $132.5B Active Power: over 1.7 GW Contracted Power: over 4.6 GW Cash and Cash Equivalents: $4.1B FY2026 Guidance: Revenue: $13.0B to $13.3B (Prior: $12.4B to $13.2B) Adjusted Operating Income: $1.275B to $1.375B (Prior: $960M to $1.15B) Capital Expenditures: $37B to $39B (Prior: $35B to $39B) Active Power at Year-End: more than 1.85 GW Annualized Run-Rate Revenue Exiting 2026: $20B to $21B, raised Q4 Interest Expense: $1.05B to $1.15B Customer Prepayments and Deposits: about $9B expected over the next three months

Nebius $NBIS says it has a gigawatt worth of Nvidia's $NVDA Vera Rubin coming next year. Chief revenue officer Marc Boroditsky says there is already significant demand for them. He says it used to come mostly from model builders, but now the broader market is asking too.

Hims & Hers - FY2026 Q3 Earnings $HIMS $21.69 [-5.60% AH] ❌ Revenue: $890.4M (Est: $893.4M) [+49% YoY] ❌ EPS: $0.03 (Est: $0.07), adjusted, my calc, GAAP EPS -$0.14 Additional Metrics: ✅ Adjusted EBITDA: $82.4M (Est: $82.2M) [+5% YoY] Adjusted EBITDA Margin: 9.3%, year-ago 13.1% Gross Margin: 57%, year-ago 74% Adjusted Net Income: $6.5M [-68% YoY] GAAP Net Loss: $33.0M, year-ago income $15.8M Subscribers: 2.79M [+13% YoY] Monthly Revenue per Average Subscriber: $105 [+30% YoY] Operating Cash Flow: $65.4M [-56% YoY] Free Cash Flow: $26.0M [-67% YoY] Cash and Short-Term Investments: $712.2M Geographic Revenue: United States: $657.1M [+21% YoY] Rest of World: $233.3M [+321% YoY] Q4 2026 Guidance: ❌ Revenue: $875-895M (Est: $961.2M) ❌ Adjusted EBITDA: $70-90M (Est: $103.9M) FY2026 Guidance: ❌ Revenue: $3.13-3.15B (Est: $3.22B) (Prior: $3.1-3.3B) ✅ Adjusted EBITDA: $257-277M (Est: $264.5M) (Prior: $275-325M)