Domino's guidance cut signals genuine consumer spending stress

DPZ fell 8.85% after Q1 earnings and revenue both missed estimates, with same-store sales declining in both the U.S. and internationally. The earnings miss is bad; the lowered full-year forecast is worse, because it tells you management sees no quick recovery. When even the value end of the restaurant market is stumbling across multiple geographies, it raises a broader question about how stretched the everyday consumer actually is right now.

Apple and Verizon deliver real wins ahead of Amazon's pivotal report

Verizon beat Q1 EPS estimates at $1.28 versus the $1.22 consensus, posted record adjusted EBITDA, raised its annual profit forecast, and added more wireless subscribers than expected under its new CEO. Apple claimed the top global smartphone market share position for a March quarter for the first time, with the iPhone 17e driving 13-16% sales growth guidance and 48-49% gross margin targets for fiscal Q2 2026. All eyes now turn to Amazon, which reports this week with investors laser-focused on AWS cloud growth, AI services revenue, and whether its $200 billion fiscal 2026 capex commitment is starting to pay off.

Healthcare names face cyberattack, clinical paradox, and major deals

Medtronic disclosed a cyberattack on its IT network that it says did not affect operations or patient care, but the reputational scrutiny is real. Intellia Therapeutics delivered positive Phase 3 data for its CRISPR therapy in hereditary angioedema and filed for FDA review, yet shares fell 4.48%, a disconnect that signals investor skepticism about commercialization timelines or a broader pullback in biotech risk appetite. Meanwhile, Eli Lilly agreed to acquire Ajax Therapeutics for up to $2.3 billion to build out its blood-cancer pipeline, and Thermo Fisher announced the sale of its microbiology business for roughly $1.075 billion, reflecting a strategic narrowing of focus across the sector.