Be in the know. 20 key reads for Monday…

  1. iPhone Survives 16,000-Foot Fall From Alaska Air Flight (bloomberg)
  2. BABA, TENCENT & Others Reportedly Shift Chip Order to Huawei, Instead of Buying Throttled Nvidia Chips (aastocks)
  3. CES 2024: Chinese tech giants Alibaba, ByteDance lead China’s return to premier consumer electronics show in Las Vegas (scmp)
  4. Midcap Stocks Are Often Ignored. They Shouldn’t Be. (wsj)
  5. Top Goldman Sachs analyst says the world is moving into a new super cycle (cnbc)
  6. Wall Street’s most celebrated bear is not a bull yet. Here’s Mike Wilson’s stock-market playbook for three economic scenarios. (marketwatch)
  7. Wall Street Doubles Down on Bonds (wsj)
  8. Newell Brands to Cut 7% of Office Roles, Reduce Footprint (wsj)
  9. 3M to freeze pensions for non-union employees (marketwatch)
  10. CES Is Back. AI Will Take Center Stage at Tech’s Big Showcase. (barrons)
  11. Beware the Depopulation Bomb (barrons)
  12. Need Manufacturing Stocks for 2024? Here Are 16 Wall Street Favorites. (barrons)
  13. 2 Ugly Stocks With Upside—and 6% Yields (barrons)
  14. Axonics Stock Soars. It’s Being Acquired by Boston Scientific in $3.7 Billion Deal. (barrons)
  15. Goldman Sachs sets FTSE 100 target as it says British underperformance will end (marketwatch)
  16. The Stock Rally Has Stalled. Now Comes Earnings Season (wsj)
  17. Nvidia’s New China Pickle: Customers Don’t Want Its Downgraded Chips (wsj)
  18. “Largest Selling Since Mid-October”: Hedge Funds, Long-Onlies Resume Dumping Tech Stocks At Furious Pace (zerohedge)
  19. China seeks to ease video game industry’s fears of another crackdown (ft)
  20. Unloved healthcare stocks draw investors despite US election risks (reuters)