Google built a WeWork, but for entire cities

Treat yo' self... A pair of coffee stocks are enjoying record highs — Dunkin' is up 29% this year and Starbucks has risen 30%. An analyst who doesn't even drink coffee (more of a "tea and hot chocolate" guy) just upgraded where he thinks Dunkin's shares can go thanks to a 4-part java strategy.

"I'll have what she's having" — Starbucks... It looks like Dunkin's rival ordered the same 4-part coffee growth plan:

1. Streamlined menus: The faster customers can figure out what obscure Arabica bean combo they want, "the happier they'll be" (according to one of Starbucks' menu engineers).
2. More espresso-based drinks: For the 1st time ever, consumers under 35 drank more espresso drinks (like lattés) than hot drip coffee, in 2017.
3. Super loyalty programs: We're talking "MCommerce." Mobile commerce. The ability to see a full menu, order ahead, and gamify buying with rewards leads to orders that are bigger and more frequent.
4. Tech delivery partnerships: Both coffee brands signed delivery deals with Grubhub.

1 city + 1 tech company = Sidewalk Labs... Toronto solicited proposals from private companies to redevelop an empty waterfront neighborhood. Sidewalk Labs won. It's a sister company of Google, a subsidiary of Alphabet, and just unveiled a 1,500-page, multi-volume smart city plan. If Toronto approves, then one corner of the city gets elegantly coded.

DWI = Driving While Incognito mode... This neighborhood ("super-hood?") will be built from scratch with every detail optimized for internet-connectedness. Here are a few of them:

• Smarts: The sidewalks would expand into a lane of traffic before/after rush hour.
• Reimagined: Nobody likes loud trucks, so freight delivery would happen underground.
• Random: This "giant raincoat" is supposed to protect buildings from snow (it's basically just a big awning).
• Earth-loving: Everything would be built with "mass timber," which is apparently better for the world than steel and concrete (and more hygge).
• Money: Sidewalk Labs would invest $1B in housing (20% "affordable", 20% "middle class", and 60% probably very expensive), office space, retail stores, and community centers like parks.

"He Who Must Not Be Named"... was dropped a lot at BMW's NEXTGen event in Munich, showing off its electric car progress. The hugely profitable German carmaker's stock has been down on trade war worries and tough new emission regulations in Europe. So it's accelerating plans to cut emissions out altogether with Tesla-killing electric cars.

The lead engineer's name means "Happy" auf Deutsch... and Mr. Klaus Fröhlich was 110% himself when he made these updates:

1. The Vision M Next. It's basically an electric batmobile. The concept car isn't for sale (it might never be), but it shows how BMW wants e-cars to be sexy.
2. Vision DC Roadster. Also a concept vehicle, but a 2-wheeled electric motorcycle that looks like a Transformer.
3. The big corporate update. BMW will meet its goal of 25 electric models by 2023, two years ahead of schedule. Next year we get an all-electric X3 SUV.

• Roasted: Netflix will lose "The Office" starting in 2021 — It's moving to NBCUniversal's streaming service (aka its owner)
• Action: Wayfair falls 5% after employees protest the furniture maker's sales to border detention facilities
• Cribs: Airbnb jumps into ridiculously expensive home rentals with "Airbnb Luxe," starting with 2,000 handpicked homes globally
• Frozen: Allergan (the Botox-maker) is sold to AbbVie for the 2nd biggest pharmaceutical deal of 2019: $63B
• Fried: Tyson Foods is Earth's 2nd biggest meat-producer — Now there's a price-fixing investigation into its broiler chicken

• Earnings from General Mills, Blackberry, and Rite Aid

Disclosure: Authors of this Snacks own shares of Tesla