Wall Street Breakfast The biggest restaurant chain hits the states
6 snips
Jan 26, 2026 A major global restaurant chain makes its U.S. debut with openings in Los Angeles and New York. Market moves spotlight AppLovin upgrades, a rare earth company teaming up with U.S. agencies, and CoreWeave scaling AI infrastructure. Apple unveils a second‑generation AirTag with improved range and sound. Morgan Stanley shares big AI and macro predictions for 2026.
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How Mixue Built A Massive Global Footprint
- Mixue grew from a small student ice cream stall into the world's largest restaurant footprint by locations through a low-price, franchise-first model.
- It now targets overseas expansion and supply-chain investments to support rapid global franchising.
Low Prices And Franchises Drive U.S. Entry
- Mixue emphasizes cheap menu items and franchising to attract students and budget-conscious customers.
- It opened its first U.S. store in Los Angeles in December and followed with two New York locations.
AppLovin Upgrade Tied To E-Commerce Trajectory
- Needham upgraded AppLovin to buy after stronger confidence in its 2026 e-commerce revenue trajectory.
- The upgrade came as APP shares pulled back from recent highs.