The AI theme is undoubtedly one of the most important global trading trends in 2024. Driven by the AI boom and chip demand, NVIDIA briefly became the world's largest listed company.
Specifically, tech giants have accelerated AI capital expenditure, with hardware sector companies such as NVIDIA, Broadcom, TSMC, TSM, and VRT performing impressively as direct beneficiaries. Extended concept companies in energy and nuclear power like VST, CEG, and NRG have also...

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Fed Official Says Inflation Fight Will Take Time, Despite Signs of Progress
Bringing inflation down from 40-year highs is likely to take time and will require a slowdown in economic growth and reduced demand for workers by employers, a Federal Reserve official said Tuesday. Those efforts are showing tentative signs of progress, said Fed governor Philip Jefferson, in his first public re...

Warren Buffett can't seem to get enough of $Occidental Petroleum(OXY.US)$ stock.
He bought shares several times this week,according to a regulatory filing released late Wednesday.
The transactions bring Berkshire's total stake in Occidental to 18.7%. Berkshire is by far Occidental's largest shareholder.
Why Buffett takes more OXY shares?
The moves have been a boon to Berkshire.
Against the backdrop of soaring commodity prices, Occidental has benefited from th...