Don't settle for ordinary quarterly reports.

I take a look at three companies that beat market expectations every week, since I believe that it's the biggest factor in a stock beating the market. Leaving Wall Street's pros with stunned expressions can be a good thing. It usually means that the companies have more in the tank than analysts figured. Capital appreciation typically follows.

Let's take a look at a few companies that humbled the prognosticators over the past few trading days.

We can start with JPMorgan Chase (NYSE: JPM). The banking giant posted a quarterly profit of $0.74 a share on Wednesday, ahead of both the $0.40 a share it delivered a year ago and the $0.64 a share that Mr. Market was targeting. JPMorgan relied heavily on fixed-income trading to bring home the bacon. Its earnings still set a positive tone for the industry, as Bank of America (NYSE: BAC) went on to crush guesstimates two days later. With many banking heavies set to report this week, the "too big to fail" titans' failure to fail is a welcome omen.

Advanced Micro Devices (NYSE: AMD) came through with a profitable quarter on both a reported and adjusted basis. Wall Street was braced for a loss. Pair AMD's results with larger rival Intel's (Nasdaq: INTC) better-than-expected showing a few days earlier, and it's safe to say that the computing chip market is back.

Finally, we have Google (Nasdaq: GOOG) making mincemeat of the pros. The world's leading search engine delivered an adjusted profit of $6.76 a share in the first quarter. Analysts figured that Big G would only earn $6.60 a share. Topping expectations is a familiar angle for Google, since it's whizzed past Wall Street targets in each of the past seven quarters.

It's important to keep watching the companies that surpass expectations. Over time, it will be a profitable experience for investors as the market rewards the overachievers. That's the kind of surprise that we look for in the Rule Breakers newsletter service. Want in? Check out a 30-day trial subscription.

Either way, come back next Monday to learn about more stocks that blew the market away.