AppLovin Upgrade and Outlook

Mixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30) Apple debuts second-generation AirTag. (2:40)

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Episode transcripts: seekingalpha.com/wsb

Show links: 
The world's largest restaurant chain made its U.S. debut
AppLovin in focus as Needham upgrades on back of bullish data
USA Rare Earth jumps after confirming U.S. government takes equity stake
Morgan Stanley’s 10 predictions for investing in 2026

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