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The Zacks Analyst Blog Highlights NVIDIA, Berkshire Hathaway and GE Aerospace
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For Immediate Release
Chicago, IL – September 23, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. (NVDA - Free Report) , Berkshire Hathaway Inc. (BRK.B - Free Report) and GE Aerospace (GE - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Top Analyst Reports for NVIDIA, Berkshire Hathaway & GE Aerospace
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., Berkshire Hathaway Inc. and GE Aerospace. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
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.
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.
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.
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.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The Zacks Analyst Blog Highlights NVIDIA, Berkshire Hathaway and GE Aerospace
For Immediate Release
Chicago, IL – September 23, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. (NVDA - Free Report) , Berkshire Hathaway Inc. (BRK.B - Free Report) and GE Aerospace (GE - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Top Analyst Reports for NVIDIA, Berkshire Hathaway & GE Aerospace
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., Berkshire Hathaway Inc. and GE Aerospace. 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 >>>)
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.