News
SpaceX to attempt back-to-back Falcon Heavy launches with booster reuse in 2019
SpaceNews reports that SpaceX is planning an impressive duo of Falcon Heavy launches in the first half of 2019, the heavy lift rocket’s second and third missions. According to Nicky Fox, NASA’s heliophysics division director, SpaceX intends to recover and reuse all three Falcon Heavy first stage boosters for both launches and apparently believes that it can recover and prepare them for a second launch in as few as 60 days.
Following a highly successful February 2018 launch debut, SpaceX has targeted the launches of commercial satellite Arabsat 6A and the USAF’s Space Test Program 2 (STP-2) in the second half of 2018, a schedule that rapidly realigned to H1 2019. If the unofficial plan described above turns out to be true, the USAF will apparently become the first commercial customer to launch on a flight-proven Falcon Heavy.
NASA looking to launch delayed space science missions in early 2019 https://t.co/Q3wojAStr5 pic.twitter.com/YBp4lhF1bo
— SpaceNews (@SpaceNews_Inc) December 19, 2018
A Reddit user was lucky enough to spot one of SpaceX’s next-gen Falcon Heavy side boosters – coincidentally just one day after Dr. Fox’s comments – on its way East through rainy Louisiana, undeniable evidence that the heavy lift rocket’s second (and third) launches have a real chance of happening in early 2019. According to Dr. Fox, SpaceX is seriously targeting a very rapid turnaround of Falcon Heavy’s next three first stage boosters, stating (admittedly without official confirmation) that SpaceX would be reusing the boosters from Arabsat 6A’s March 2019 launch on the planned April 2019 launch of STP-2.
“[Falcon Heavy] will launch [STP-2 in April] after the successful launch of Arabsat, which is currently manifested for March. [SpaceX] will recover and reuse the boosters, so we’re kind of watching what happens with that first launch.” – Dr. Nicky Fox via SpaceNews
Whether or not this officially unconfirmed information is correct, it certainly sounds like just the thing that CEO Elon Musk might challenge SpaceX to pull off, not to mention the fact that this would place the US Air Force in a situation requiring it to become the first commercial customer to launch on a flight-proven Falcon Heavy. This would be a truly dramatic change in attitude compared to comments made in just the last week, brought up in the context of SpaceX’s planned December 18 (now Dec 22) launch of the USAF’s first next-gen GPS satellite, GPS III SV01. In official comments provided to the media, the Air Force was extremely “uncertain” about allowing SpaceX to even attempt to recover its Falcon 9 booster, let alone allowing the company to fly Air Force payloads on flight-proven rockets.
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- The second Falcon Heavy booster in four weeks was spotted Eastbound in Arizona by SpaceX Facebook group member Eric Schmidt on Dec. 3. (Eric Schmidt – Facebook)
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- Falcon Heavy’s two side boosters landed side-by-side after a successful launch debut. (SpaceX)
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- LZ-1 and LZ-2, circa February 2018. (SpaceX)
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- Falcon Heavy ahead of its inaugural launch. (SpaceX)
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Admittedly, the intentions behind STP-2 differ drastically from GPS III SV01. As the name suggests, the missions falls under a program explicitly designed to test and prove out new launch vehicles in the context of fast-tracking their certification for higher-value Air Force spacecraft. Falcon 9 could almost certainly launch STP-2 in a reusable configuration, but the USAF chose Falcon Heavy – and included literal dead weight – because the military branch is very interested in the rocket’s potential utility for more serious National Security Space missions.
SpaceX’s first Falcon Heavy launch famously featured flight-proven side boosters that performed jaw-dropping simultaneous landings at LZ-1 and LZ-2. Chances are good that Falcon Heavy Flight 2 and 3 will both feature additional attempts at simultaneous LZ booster landings. If SpaceX can find a way to launch Falcon Heavy twice in barely two months while still reusing all three first stage boosters, it’s hard to imagine a better way to demonstrate the economic and technological viability of both Falcon Heavy and Block 5’s reusability upgrades.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
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.”
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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.
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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.
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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.
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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
