Nvidia ($NVDA) is supporting a $1.5B investment in SB Energy for an OpenAI Ohio AI campus, while UBS expects FQ2 revenue of $94B–$95B and FQ3 guidance of $107B–$108B. Fabrinet ($FN) reported Q4'26 revenue of $1.32B with an adjusted EPS of $4.10, guiding Q1 revenue to $1.38B–$1.43B. Evercore ISI's Julian Emanuel sets a base-case target of 7,750 and a 12-month target of 9,000 for the S&P 500 ($SPY). Morgan Stanley sets a base-case price target of $335 and a bull-case path of $500/share by year-end 2027 for Amazon ($AMZN). Tesla ($TSLA) is preparing to launch its Cybercab in Austin this month following production in Texas. Additionally, Uber ($UBER) is investing in Zipline to expand drone delivery for Uber Eats.