Q2 EARNINGS HAVE BEEN INCREDIBLE 🔥 FUNDSTRAT: - 83% of S&P 500 companies reported earnings above analyst expectations for Q2 2025. - On average, earnings beat expectations by 7.1%. - Technology had the highest beat rate at 94% with a strong 7.8% surprise and +7.2% relative return. - Consensus earnings per share rose from $62.49 to $65.67 — a 5.1% increase since June 30, 2025. When companies are beating earnings this well…macro concerns with rates/inflation/trade/etc exist but it’s hard to ignore how strong companies have been this quarter.