Morgan Stanley Warns of Liquidity Risk; SpaceX Signs $6.3B AI Compute Deal with Reflection AI
By
BBW News Desk
Summary
The article discusses two separate topics: (1) Morgan Stanley's CIO Mike Wilson warning that a liquidity squeeze poses a greater near-term risk for stocks than interest rate hikes, and (2) SpaceX signing a compute agreement with Reflection AI for access to NVIDIA GB300 chips via Elon Musk's Colossus infrastructure, with a potential deal value of up to $6.3 billion. The article appears to be fragmented and incomplete, with the Morgan Stanley content cut off and the SpaceX/Reflection AI deal being the more detailed portion.
Source
bskyMorgan Stanley Warns of Liquidity Risk; SpaceX Signs $6.3B AI Compute Deal with Reflection AIbigbreakingwire.inKey quotes
· 3 pulledMorgan Stanley CIO and chief U.S. equity strategist Mike Wilson said liquidity is now a bigger near-term risk for stocks than interest rate hikes.
Reflection AI will pay $150 million per month from July 2026 through 2029, making the deal potentially worth up to $6.3 billion.
Either party can terminate the agreement after three months with 90 days' notice.
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