KFC has unveiled a new visual identity and menu strategy. The article from Ad Age, written by Jon Springer, details these changes, including a refreshed logo and revamped restaurant designs.

American Express (NYSE: AXP) has announced a proposed acquisition of TheFork, a prominent European online restaurant reservation and management platform, from Tripadvisor, Inc. (NASDAQ: TRIP) for $700 million in cash. This deal aims to significantly expand American Express's dining offerings in Europe, integrating TheFork's network of over 50,000 restaurants across 11 countries into its existing dining platforms like Resy and Tock, bringing the total to 75,000 bookable venues. The acquisition is expected to enhance American Express's Membership Model by providing Card Members with more restaurant discovery and booking options, while supporting the growth of its international business.

Wittenberg Investment Management Inc. recently invested $988,000 in Moderna, acquiring 33,500 shares in the fourth quarter. Despite other institutional investors increasing their stakes, analysts generally hold a "Reduce" rating with an average price target of $36.60. Moderna reported a larger-than-expected quarterly loss but exceeded revenue estimates with significant year-over-year growth.

KFC is launching a new global strategy focused on menu innovation, modern restaurant design, and refreshed branding. The revamp introduces new boneless chicken options, over 20 sauces for customization, and an expanded beverage platform called KWENCH, featuring items like Boba Refreshers. This initiative, starting in the UK and Ireland, aims to offer a more flavor-forward and dynamic experience to meet evolving consumer preferences worldwide.

Morgan Stanley suggests that the recent equity market correction signals a broadening of market leadership towards under-owned cyclical sectors. They highlight Consumer Discretionary Goods, Transports, and Regional Banks as key beneficiaries due to improving earnings revisions, liquidity, and a wallet share shift. Despite recent outperformance, sentiment in these groups remains muted, indicating potential for further growth.

MML Investors Services LLC increased its stake in RTX Corporation by 3.9% in the fourth quarter, purchasing an additional 15,510 shares to bring its total holdings to 415,911 shares valued at $76.3 million. The company has recently experienced positive analyst sentiment, including upgrades and increased EPS estimates, and reported strong quarterly results with EPS of $1.78 and revenue of $22.08 billion, both exceeding expectations. RTX also raised its quarterly dividend to $0.73 per share, contributing to an annualized dividend of $2.92 and a 1.6% yield.

Fieldview Capital Management LLC recently acquired 58,752 shares of Moderna, Inc. (NASDAQ:MRNA) common stock, valued at approximately $1.73 million, during the fourth quarter. Other institutional investors also adjusted their holdings in Moderna, with significant boosts from Vanguard Group Inc. and Invesco Ltd. The article also notes recent insider selling activity and updated analyst ratings, reflecting a consensus "Reduce" rating for Moderna.

Focus Partners Wealth significantly increased its holdings in Cummins Inc. ($CMI) during the fourth quarter, acquiring an additional 85,978 shares, bringing their total to 145,894 shares valued at $74.47 million. Other institutional investors also adjusted their positions, with insider sales also noted. Analysts have a "Moderate Buy" rating for Cummins, with an average price target of $726.14.

Johnson & Johnson Chairman and CEO Joaquin Duato was interviewed by WSJ Leadership Institute President Alan Murray at the 2026 WSJ CEO Council Summit in London. They discussed J&J's efforts in tackling complex healthcare challenges, advancements in cancer treatment, the future of longevity, and how artificial intelligence is accelerating medical innovation. This Leaders episode is part of a podcast series featuring conversations with top executives on leadership in turbulent times.

Mariner LLC recently increased its stake in Johnson & Johnson (JNJ) by 3.0%, purchasing an additional 55,073 shares and bringing its total holding to 1,899,142 shares valued at approximately $393 million. This move reflects continued institutional interest in J&J, with several other firms also boosting their positions, contributing to institutional ownership of 69.55%. Wall Street analysts generally hold a "Moderate Buy" consensus rating for JNJ, with a price target of $253.04, following the company's recent dividend increase and positive Q1 earnings results.