Wall Street Breakfast Wall Street Breakfast

McDonald's gets a Red Bull boost

Aug 17, 2026 · 3m

Summary

Host Kim Collin covers McDonald's new Red Bull partnership and Morgan Stanley's positive outlook on its potential impact. The episode notes L3Harris CEO's departure, Wells Fargo's Okta upgrade, and $3 trillion in off-balance sheet AI commitments by big tech. Additional stories include Rebel Creamery's bankruptcy, a record $40 million Ferrari auction, and Goldman Sachs' report on the growing space economy.

Topics discussed

Welcome to Wall Street Lunch McDonald's adds energy drinks to menu L3Harris CEO steps down; Okta upgraded Big Tech's $3T off-balance sheet AI commitments Rebel Creamery bankruptcy and Ferrari record sale Goldman Sachs on the Second Space Age Closing remarks and resources
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