GRMN Garmin Ltd

The Cessna Citation Ascend has officially entered service, with the first retail customer taking delivery on December 30, 2025. This midsize business jet, announced in 2023 and FAA certified in November 2025, features an entirely new Garmin G5000 avionics suite, enhanced performance with Pratt & Whitney Canada PW545D engines, and a luxurious flat-floor cabin designed for up to 12 passengers. The aircraft offers significant advancements in pilot experience, passenger comfort, connectivity, and is supported by Textron Aviation's extensive global service network.

Garmin Ltd. has transformed from a traditional GPS navigation company into a dominant force in multisport wearables and aviation technology, effectively competing with major tech brands like Apple, Samsung, and Polar. The company's strategy focuses on specialized, durable devices with long battery life and deep analytics for athletes, pilots, and outdoor professionals, distinguishing itself from general consumer electronics. This pivot validates its position as a diversified technology company with defensible niches, offering investors a more stable profile than many consumer hardware counterparts.

Garmin Ltd. has transformed from a traditional GPS navigation company into a dominant force in multisport wearables and aviation technology, effectively competing with major players like Apple, Samsung, and Polar. The company's strategy focuses on specialized, durable, and ecosystem-integrated devices for athletes, pilots, and outdoor enthusiasts, prioritizing reliability and advanced metrics over generic consumer tech. This strategic shift has diversified its revenue streams and created defensible market niches, appealing to long-term investors seeking stable technology and industrial hybrid growth.

Apple has teased a significant 2026 update for Fitness+, hinted at through an Instagram video featuring trainers with cryptic headlines. This upcoming update is expected to introduce AI-driven personalization, VR workouts, and advanced hardware integrations, aligning with New Year's resolutions to potentially redefine digital fitness. The company aims to build on recent expansions and programming enhancements, leveraging its ecosystem to offer a more immersive and personalized wellness experience.

Analysts are maintaining a positive outlook on Advanced Micro Devices, Inc. (NASDAQ: AMD), citing potential revenue and EPS upside from the resumption of GPU sales to China. Raymond James reiterated an "Outperform" rating, estimating AMD could see $500-800M in revenue and $0.10-0.20 in non-GAAP EPS upside by 2026 if US export approvals continue. Wall Street analysts currently have a consensus "Buy" rating for AMD, with an average price target of $289.00.

Jet.AI Inc. (NASDAQ:JTAI) plans to invest $10 million over two years in a new 50-megawatt AI data center campus in Moapa, Clark County, Nevada, through a joint venture with Choo Choo Express LLC. This development aims to support hyperscale inference workloads at the network edge, leveraging existing infrastructure in Moapa. Choo Choo Express will contribute the land, while Jet.AI's investment is contingent on reaching specific development milestones.