Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Chinese Internet firm (Nasdaq: SOHU) jumped 10% today after the company released a positive earnings surprise.

So what: Revenue in the first quarter was $174.4 million, up 35% from last year and higher than the $168.8 million analysts had expected. Net income increased 41% to $1.01 per share, beating estimates of $0.96 per share.

Now what: Search and online gaming led the way with record revenue, and management expects outstanding results in future quarters. The company forecasts second-quarter revenue to be between $188 million and $193 million, easily outpacing the $183.4 million Wall Street expected. I expect the considerable operating momentum that has after this quarter should help push this Motley Fool Rule Breakers pick higher long-term.

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Fool contributor Travis Hoium does not have a position in any company mentioned. You can follow Travis on Twitter at @FlushDrawFool, check out his personal stock holdings or follow his CAPS picks at TMFFlushDraw. is a Motley Fool Rule Breakers selection. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.