News
NASA confirms the Sun’s new solar cycle; Moon and Mars missions will have to adapt
NASA just announced that our Sun began a new solar cycle this year – its 25th to be exact – after reaching a solar minimum in December 2019. Solar weather activity is now expected to increase for the next five years until reaching a maximum in July 2025. With several space missions planned during that time frame for both the Moon and Mars, the Artemis program, in particular, involving astronauts on board, extra preparation and consideration will have to be made to weigh the impact of the increasing radiation events.
“Space weather predictions are…critical for supporting Artemis program spacecraft and astronauts,” NASA’s announcement detailed. “Surveying this space environment is the first step to understanding and mitigating astronaut exposure to space radiation.”
Solar activity is tracked by agencies around the world by counting the number of sunspots (black spots) that appear on the Sun. Each one is an indicator of some type of high-energy activity such as solar flares or coronal mass ejections, and their appearance means a large amount of Sun material has been ejected into space. This material can cause disruptions on Earth, in orbit, or on anything in the deep space region nearby our star. Satellites in particular have to cope with solar interruptions frequently, although algorithms and engineering tend to mitigate much notice from a consumer standpoint.
While the Artemis mission will certainly have to take on the new challenge of a Sun that’s becoming more and more active as time goes on, solar cycles aren’t something new to NASA’s human spaceflight program.
“As we emerge from solar minimum and approach Cycle 25’s maximum, it is important to remember solar activity never stops; it changes form as the pendulum swings,” explained Lika Guhathakurta, solar scientist at the Heliophysics Division at NASA Headquarters in Washington, in the solar cycle announcement. “There is no bad weather, just bad preparation… Space weather is what it is – our job is to prepare,” added Jake Bleacher, chief scientist for NASA’s Human Exploration and Operations Mission Directorate at the agency’s Headquarters.
When astronauts are orbiting the Earth, our planet’s magnetic field protects them from being directly hit by the majority of solar ejections; however, once outside that protective bubble and on their way to another deep space or lunar destination, things can be very dangerous. Radiation issues are often discussed when it comes to human space exploration, but scientists don’t seem to be short of ideas on how to handle it.
☀️ Hearing a lot about our Sun today?
Scientists just announced it’s in a new cycle — meaning that we expect to see solar activity start to ramp up over the next several years.
Find out how these cycles are tracked and how they can affect life on Earth: https://t.co/zerIWT0IWJ pic.twitter.com/e4FD6HD1hF
-
-— NASA (@NASA) September 15, 2020
SpaceX CEO Elon Musk, for example, has proposed passengers en route to Mars using water as shielding. During a solar flare event, all on board would move to a part of the Starship where the liquid was being stored and essentially use it like a basement during bad weather. Given that SpaceX plans to deal with radiation in the longer term via Mars colonization, there may be plenty of other developments coming from the rocket launch (and landing) company in the near future.
Aside from the scientists watching and studying the Sun’s solar activity, the European Space Agency currently has a space probe in orbit around our star. The spacecraft has been sending back the closest pictures of the Sun we’ve ever seen, and a few new features have been observed such as ‘campfires.‘ The probe’s overall mission involves studying and understanding the Sun’s solar cycles and hopefully make space weather prediction akin to the kind of meteorology we have on Earth.
“Just because it’s a below-average solar cycle, doesn’t mean there is no risk of extreme space weather,” Doug Biesecker, panel co-chair and solar physicist at NOAA’s Space Weather Prediction Center (SWPC) in Boulder, Colorado, commented. “The Sun’s impact on our daily lives is real and is there. SWPC is staffed 24/7, 365 days a year because the Sun is always capable of giving us something to forecast.”
NASA held a live-streamed conference discussing the solar cycle announcement which you can watch below:
-
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
-
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
-
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
-
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
-
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
