Marsh & McLennan Companies (MMC) reported Q1 2025 results with a slight dip in net income to $1.38 billion, but increases in operating income (to $2 billion) and revenue (up 9% to $7.1 billion) [1]. Subsidiaries Marsh and Guy Carpenter experienced strong revenue growth of 15% and 5% respectively [1]. The company also repurchased $300 million in stock and repaid $500 million in debt [1]. Prior to earnings, some analysts held a slightly negative outlook [3], but the actual results demonstrated growth in key metrics like underlying revenue, adjusted operating income, and adjusted EPS [1]. MMC continues its strategy of acquisitions, recently acquiring Arthur Hall Insurance, which expands its presence in Delaware and Pennsylvania [9], [10]. A shareholder proposal raises corporate governance concerns regarding the chair of the Governance Committee [11], while an insider stock sale by an officer was also reported [13]. Marsh also launched a new cyber insurance facility in Bermuda [2].

Qualcomm (QCOM) is anticipated to report strong Q1 2025 earnings on April 30th, with analysts predicting an EPS of $2.90, exceeding estimates and suggesting a positive earnings surprise [1], [2]. The company's Zacks Rank #2 (Buy) reinforces this positive outlook [1], [2], [6], [8], [10]. Qualcomm's growth is driven by strong performance in automotive and IoT sectors [3], [4], [5], strategic acquisitions like MovianAI and Edge Impulse Inc. enhancing its AI capabilities [5], [9], and partnerships like the one with DeepRoute.ai to develop ADAS and automated driving systems [7]. While geopolitical risks related to China persist [5], [9], the company's strong financial performance, low valuation metrics [4], [6], [8], and leadership in key growth markets like AI and 5G position it for continued success [3], [9]. Pre-planned stock sales by company insiders have been reported, but these are not viewed as significantly negative [11], [12].

Domino's Pizza (DPZ) is partnering with DoorDash for delivery services starting in May 2025 in the US and later in Canada, following the end of its exclusive deal with Uber Eats [7], [8], [9]. This move is expected to expand reach, particularly in suburban and rural areas, and potentially add $1 billion in annual sales [8]. The company also extended its advertising contract with WorkInProgress through 2027, maintaining marketing stability [5]. While Domino's is highlighted as a strong buy with positive financial performance, including 5.1% revenue growth and consistent same-store sales growth [1], [6], [10], potential risks include anti-American sentiment in international markets impacting growth prospects [3]. Despite this, DPC Dash, the China and Hong Kong franchisee, opened 97 new stores in Q1 2025, demonstrating strong international performance [4]. Domino's also saw an improved Relative Strength Rating, suggesting positive stock market performance [2].