Youtubeยท2025-10-30 18:30Market Overview - The Dow is currently up by 200 points, with significant contributions from Goldman Sachs, Caterpillar, and Sherwin Williams, which together add 193 points to the index [1] Company Performance - Facebook has guided for a 25% year-over-year advertising growth and has exceeded expectations in all metrics except for a one-time tax bill [2] - Google has reported strong performance across all business units, indicating effective AI spending, with current spending levels at 60-70% relative to GDP compared to the internet buildout in the 1990s, suggesting further growth potential [3] - Microsoft is experiencing a decline of $11, but there is speculation about a potential recovery by the end of the day [3][4] Investment Sentiment - There is a prevailing market sentiment favoring buybacks and dividends over long-term investments, indicating a preference for immediate returns [2] - Despite recent selloffs, there is optimism about Meta's potential, especially given its substantial business growth over recent quarters [4][5]