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SpaceX launches 52nd Falcon 9 rocket in 52 weeks
SpaceX has completed its 52nd successful Falcon 9 launch in 52 weeks, sustaining an average cadence of one launch per week for a full 12 months.
Simultaneously, the Starlink 4-2 rideshare mission set a new record for Falcon 9 booster reuse, marked SpaceX’s 150th consecutively successful launch, and was one of the most complex commercial launches it has ever performed.
In addition to 34 new Starlink V1.5 satellites that joined almost 3000 other working SpaceX spacecraft in orbit, Starlink 4-2 deployed the company’s largest rideshare payload yet – AST SpaceMobile’s 1.5-ton (~3300 lb) BlueWalker 3 communications satellite.
Falcon 9 lifted off on schedule with the combined 12-ton (~26,500 lb) payload safely secured inside its composite payload fairing at 9:20 pm EDT (01:20 UTC) on Saturday, September 10th. Tasked with lifting the rocket’s expendable upper stage, recoverable fairing, and payload most of the way out of Earth’s atmosphere was Falcon 9 booster B1058, a nine-engine first stage that debuted by launching two NASA astronauts in May 2020.
28 months later, B1058 lifted off with Starlink 4-2 and BlueWalker 3 on its 14th spaceflight and orbital-class launch, breaking Falcon 9’s booster reuse record. The rocket performed no differently than it had every time previously, burning for a bit less than three minutes before deploying the upper stage and returning to Earth. About nine minutes after liftoff, B1058 safely touched down on drone ship A Shortfall Of Gravitas (ASOG), likely setting the booster up to break its own record before the end of 2022. With 13 launches already under their belts, boosters B1051 and B1060 will likely follow B1058 past the same 14-flight milestone in the near future.
Once free from the booster, Falcon 9’s expendable upper stage kicked off SpaceX’s most complex commercial launch ever. Measuring about six minutes long, the first and longest burn brought the second stage and payload into an elliptical orbit a few hundred kilometers above Earth’s surface. A second burn followed about 45 minutes after liftoff, raising the low end of that ellipse to deploy BlueWalker 3 into a circular orbit around 500 kilometers (~310 mi). Using a massive antenna, AST SpaceMobile’s first large satellite prototype will eventually attempt to directly communicate with mobile phones to provide a level of connectivity equivalent to 5G/LTE – all from space.
Once free of its rideshare payload, the focus shifted to Starlink. In theory, SpaceX could have taken the easy way out and significantly simplified the mission by deploying all 34 satellites at the same altitude as BlueWalker 3, simultaneously allowing them to reach their operational 540-kilometer (~336 mi) orbits in days instead of months. Instead, SpaceX pursued an exceptionally complex mission requiring five burns from Falcon 9’s upper stage.
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After deploying BlueWalker 3, Falcon 9 S2 lowered one end of its orbit at around T+67 minutes, followed by a fourth burn to lower the other end almost two hours after liftoff. The upper stage then spun up end over end and eventually released all 34 Starlink satellites at an altitude of ~335 kilometers (~208 mi), where debris and faulty satellites will take days – rather than years – to reenter Earth’s atmosphere and burn up.
While SpaceX doesn’t confirm post-payload operations, Falcon 9 S2 was also scheduled to perform a fifth and final burn to quickly deorbit itself, ensuring that the mission only produced five pieces of benign debris. At their very low orbits, those five pieces (four ‘tensioning rods’ and the BlueWalker 3 payload adapter) will pose next to no threat to other spacecraft or rockets and should reenter within a few weeks.
Starlink 4-2 was SpaceX’s 52nd successful Falcon 9 launch since September 14th, 2021, meaning that the company has technically already achieved CEO Elon Musk’s goal of 52 launches in one year – albeit not a calendar year. Perhaps even more impressive, the mission was SpaceX’s 150th consecutively successful Falcon launch. No other single rocket (Falcon 9) or rocket family (Falcon) has launched more times in a row without failure.
Finally, Starlink 4-2 was SpaceX’s 42nd launch of 2022. If the company continues its average cadence over the last three months, it could end 2022 having completed more than 60 Falcon launches in one calendar year.
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
