Episode Details

Today on The Open Bell: Meta just reported its best revenue quarter in years, $64.6 billion, up 26%, and the Nasdaq still tumbled 2.6% on Friday because buried in the regulatory filings was an $825 billion commitment to AI infrastructure, up from $700 billion just three months ago, and the company that's supposed to be printing money ran out of free cash doing it. Houthi drone strikes on Saudi energy facilities pushed Brent crude, the global oil benchmark, to $113 a barrel in a single session, a four percent surge to a five-month high, and the straightforward truth is that every time infrastructure like this gets hit, it shows up at the pump and in your flight price before the week is out. Moody's is reviewing France's sovereign credit rating tonight, which is essentially the agency deciding whether France's government debt is still as safe as advertised, and with a political stalemate blocking any real budget fix and a presidential election looming in 2027, the case for the current rating is not getting easier to make. If today's episode helped you get a grip on the week, a five-star rating takes about ten seconds and helps a lot of people find the show. New episodes every weekday morning at theopenbell.co Not investment advice. For informational purposes only. --- Chapters: 00:00 Introduction 00:17 Meta's $825bn AI Spending Shock Sends Nasdaq Tumbling 2.6% 03:35 Brent Crude Hits $113 After Houthi Strikes on Saudi Energy S 05:23 Moody's Reviews France's Aa3 Sovereign Rating; Bond Yields R 07:20 Closing thoughts

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