Stocks Rally on Strong Earnings; SpaceX's AI Spending Hits Shares | Bloomberg Brief 08/05/26

IT'S FIVE :00 A. M. IN NEW YORK CITY, 10:00 A.M. IN LONDON. I'M VONNIE QUINN WITH YOUR BLOOMBERG BRIEF.THE S&P HAS A RECORD FOR THE FIRST TIME SINCE JUNE 2 ON U.S. IRAN DEAL HOPES AND AI BETS. THAT OPTIMISM TEMPERED THIS MORNING AS HOUTHI MILITANTS ISSUE A FRESH THREAT AGAINST MIDDLE EAST SHIPPING. AN SKY HIGH AI PLANS PRESSURE SPACEX YEARS AFTER ITS EARNINGS REPORT.OPTIMISM AND OUTPERFORMANCE ACROSS ASIA. LET'S GET THE LATEST FROM ALICE FRENCH IN TOKYO. >> DEFINITELY A REVIVAL IN RISK APPETITE TODAY PAR ...