Be in the know. 17 key reads for Monday…

  1. Salesforce Gets a Second Activist Investor. It’s Part of a Wave of Activism in Tech Stocks. (barrons)
  2. Roads Less Traveled. The Energy Report 01/23/2023 (Phil Flynn)
  3. Spotify Stock Rises as It Plans to Cut 6% of Staff (barrons)
  4. How Climate and Energy Crises Are Giving New Life to Nuclear Power (barrons)
  5. Wayfair Stock Scores Double Upgrade After Layoffs (barrons)
  6. Fed Sets Course for Milder Interest-Rate Rise in February (wsj)
  7. Economists Say the Fed Is Making Another Inflation Mistake. Here’s Why. (wsj)
  8. China Needs Couples to Have More Babies: Can I.V.F. Help? (nytimes)
  9. Banks Plan Digital Wallet to Compete With PayPal, Apple Pay (wsj)
  10. Tech Layoffs Unwind Recent Head-Count Growth, Torpedo Long-Shot Projects (wsj)
  11. Nvidia to Win Big From ChatGPT Hype, Predicts Wall Street (bloomberg)
  12. Microsoft Adds $10 Billion to Investment in ChatGPT Maker OpenAI (bloomberg)
  13. Investors Aren’t Sure When to Dive Back Into US Stock Market (bloomberg)
  14. Stocks are primed to rally 25% this year as investors still aren’t pricing in falling inflation, Fundstrat’s Tom Lee says (businessinsider)
  15. Warren Buffett’s ‘most gruesome’ mistake was buying Dexter Shoe with Berkshire Hathaway stock. Here’s a look back at his $12 billion error. (businessinsider)
  16. Amazon Is a Value Stock in Topsy-Turvy New World of Investing (bloomberg)
  17. Wall Street Quants Shouldn’t Confuse Luck With Skill (bloomberg)