Updated from 7:07 a.m. ESTAs earnings reporting season picks up steam this week, the stock market is starting to see more upside surprises. Both before and after the bell Tuesday, the tone shifted from last week's, when a smattering of disappointments held the markets in check until Friday. Ahead of earnings after the close from (most notably) Motorola ( MOT), IBM ( IBM) and Yahoo! ( YHOO), the major indices moved higher Tuesday, notching the first back-to-back gains of 2005. The Dow rose 0.7% to 10,628.79, the S&P 500 gained 1% to 1195.98 and the Nasdaq Composite rose 0.9% to 2106.04. And the earnings after the close from three tech bellwethers ought to add to the renewed sense of confidence: Motorola said its new Razr phone was selling like crazy; IBM said profit from continuing operations rose 12% to $3.1 billion, or $1.81 a share -- 5 cents ahead of analysts' estimates; and Yahoo! said net income, excluding a big investment gain, more than doubled to $187 million, or 13 cents a share, slightly ahead of estimates. "Ought" is a loaded word on Wall Street, however, and index futures -- while strengthening from earlier levels -- were pointing to a mild easing in Wednesday's premarket. Other firms surprising on the upside included Seagate ( STX), Bank of America ( BAC), Ryland ( RYL) and Charles Schwab ( SCH). Still, it wasn't all happiness as Motorola's forecast was at the low end of a previous signal, and IBM posted the slowest sales growth in two years.