Zacks issues reports on NVIDIA, Berkshire, GE Aerospace

The Zacks Research Daily on September 22, 2026, features new reports on 16 major stocks, selected from about 70 published that day. The reports cover a range of sectors, with NVIDIA, Berkshire Hathaway and GE Aerospace among the highlights. NVIDIA's report notes that the company continues to benefit from broad demand for accelerated computing as customers build AI factories across hyperscalers, AI clouds, enterprises and sovereign buyers. It also points to platform products like Blackwell Ultra and Vera Rubin, while flagging risks such as customer concentration, rising operating investment and competition.

Berkshire Hathaway's report emphasizes diversified businesses, disciplined underwriting and a large liquidity base, but notes exposure to catastrophe losses and lower short-term rates. The recent leadership transition to Greg Abel is highlighted as an execution watchpoint. GE Aerospace's report cites strength in commercial engines, propulsion and additive technologies, helped by rising defense budgets and robust air travel demand. However, high costs, restructuring activities and supply-chain disruptions may pressure margins.

Overall, these analyst notes offer a balanced view of each company's strengths and challenges. The outcomes hinge on whether NVIDIA's AI infrastructure demand continues, how Berkshire performs under its new leadership, and whether GE Aerospace can manage cost and supply-chain pressures.