Group 1 - The earnings season for Q2 is set to begin this week and will continue until the second week of August, with approximately 75% of S&P 500 companies expected to report their earnings [1] - So far, 34% of S&P 500 companies have disclosed their performance, indicating a positive outlook for the earnings season [1] - Tesla reported disappointing results with a 14% year-over-year decline in vehicle deliveries for Q2, marking the second consecutive quarter of decline, leading to a 16% drop in revenue from its automotive business [1] - Google's performance was strong, with revenue and profit exceeding expectations, driven by robust earnings from YouTube ads and Google Cloud services [2] - Google's capital expenditure forecast for 2025 was raised to $85 billion, up from an earlier estimate of $75 billion, reflecting strong and sustained demand for cloud products and services [2] - The overall growth rate for Q2 earnings increased from 5.6% to 6.4%, with revenue growth rising from 4.4% to 5.1%, and 80% of S&P 500 companies exceeding revenue and profit expectations [2] Group 2 - This week, attention will shift to four other major tech giants: Meta and Microsoft will report on Wednesday, while Apple and Amazon will follow on Thursday [3] - Research indicates that companies announcing earnings dates later than historical norms typically signal negative news, while earlier announcements may indicate positive outcomes [5] - Eight companies in the S&P 500 have confirmed "abnormal" earnings release dates, with four reporting earlier than usual, indicating a positive "date deviation factor" [5] - The peak of the earnings season is expected between July 28 and August 15, with over 2,000 companies anticipated to report each week, and August 7 projected to be the busiest day with 1,291 companies disclosing their results [5]