The Motley Fool·2025-05-31 08:40Apple - Apple reported a revenue increase of 5% to $95 billion in Q2 of fiscal 2025, driven by double-digit growth in services sales, while iPhone sales grew less than 2% [4] - GAAP earnings rose 8% to $1.65 per diluted share, supported by ongoing stock repurchases, but CEO Tim Cook indicated limited visibility beyond June due to tariff uncertainties [4][10] - The investment thesis for Apple focuses on its leadership in global smartphone sales and the need to monetize its installed base of over 2.35 billion devices through services [5] - Concerns exist regarding Apple's ability to monetize artificial intelligence, as its AI suite has not resonated with consumers, and the anticipated iPhone upgrade cycle did not occur [6][8] - Berkshire Hathaway holds 300 million shares of Apple, representing over 20% of its portfolio, despite the uncertainties surrounding tariffs [7] Domino's Pizza - Domino's reported a revenue increase of 2.5% to $1.1 billion in Q1, narrowly missing consensus estimates, while GAAP net income rose 21% to $4.33 per diluted share, exceeding expectations [12] - The investment thesis for Domino's is based on its scale and operational excellence, being the largest pizza company globally, with a history of technology and menu innovation [13] - Domino's employs AI and robotics to enhance efficiency, including centralized dough production and order inspection [14] - The company introduced its "Hungry for More" strategy in 2023, targeting 7% annual sales growth and 1,100 new store openings by 2028, but fell short in Q1 with less than 5% sales growth and a net closure of eight stores [15] - Wall Street estimates a 6% annual earnings growth through 2026, making the current valuation of 27 times earnings appear expensive [16]