Tuesday, September 22, 2026

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including NVIDIA Corp. (NVDA), Berkshire Hathaway Inc. (BRK.B) and GE Aerospace (GE). These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.

You can see all of today’s research reports here >>>

Ahead of Wall Street

The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.

You can read today's AWS here >>> Still Waters Bring Mixed Pre-Market Levels

Today's Featured Research Reports

Shares of NVIDIA have gained +27.8% over the past year against the Zacks Semiconductor - General industry’s gain of +35.6%. The company continues to benefit from broad demand for accelerated computing as customers build AI factories across hyperscalers, AI clouds, enterprises and sovereign buyers.

Blackwell Ultra is supporting growth while Vera Rubin broadens the platform across GPUs, CPUs, networking and software. Customer diversification, rising system content and usage-linked opportunities extend the runway, while cash generation supports capital returns. China remains largely closed to data center compute, and NVIDIA is taking on larger supply commitments, customer credit support and long-dated guarantees. 

Customer concentration, rising operating investment and competition add uncertainty. Even so, platform leadership, product cadence and expanding AI infrastructure demand give the positive drivers greater weight in the current risk-reward profile.

(You can read the full research report on NVIDIA here >>>)

Berkshire Hathaway’s shares have gained +1.6% over the past year against the Zacks Insurance - Property and Casualty industry’s gain of +2.8%. The company benefits from diversified businesses, disciplined underwriting and a large liquidity base that support durable earnings capacity and flexible capital allocation. Insurance float remains a low-cost funding source, while manufacturing, services, BNSF and Berkshire Hathaway Energy broaden the earnings mix. 

Recent acquisitions and renewed share repurchases show multiple avenues for deploying capital. Still, insurance results remain exposed to catastrophe losses and rising claim frequency and severity. Lower short-term rates are reducing insurance investment income, while BNSF and BHE require substantial capital spending. 

Greg Abel is now leading the company, leaving execution under the new leadership structure as an important watchpoint. These offsets support an overall balanced risk-reward profile and a Neutral view.

(You can read the full research report on Berkshire Hathaway here >>>)

Shares of GE Aerospace have outperformed the Zacks Aerospace - Defense industry over the past year (+4.9% vs. -13.2%). The company has been witnessing strength in its businesses, driven by robust demand for commercial engines, propulsion and additive technologies. Rising U.S. & international defense budgets, geopolitical tensions, positive airline & airframer dynamics and robust demand for commercial air travel augur well for the company. 

GE Aerospace’s portfolio-reshaping actions are likely to unlock value for its shareholders. The company raised its dividend by 30.6% to 36 cents per share in February 2026. 

However, it has been dealing with high costs and expenses related to certain projects and restructuring activities, which are likely to affect its margins and profitability. Supply-chain disruptions may also result in delays and increased costs. Given GE Aerospace’s international presence, foreign exchange headwinds might be worrying for the company.

(You can read the full research report on GE Aerospace here >>>)

Other noteworthy reports we are featuring today include Intel Corp. (INTC), Morgan Stanley (MS) and Arm Holdings plc (ARM).

Mark Vickery
Senior Editor

Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>