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SpaceX set for back-to-back weekend launches: Crew Dragon abort test, 60 more Starlink satellites
Two SpaceX Falcon 9 rockets are currently on track to launch back-to-back missions just a handful of days from now, potentially supporting Crew Dragon’s second flight test ever and yet another Starlink satellite launch a little over two days from now.
Known as Crew Dragon’s In-Flight Abort (IFA) test, the first mission is scheduled to lift off from Kennedy Space Center Launch Complex 39A (KSC LC-39A) no earlier than (NET) 8 am EST (13:00 UTC), January 18th and will almost certainly produce some spectacular fireworks (even more so than usual). During the test, SpaceX’s newest flightworthy Crew Dragon spacecraft will attempt to escape from a supersonic Falcon 9 rocket, exceptionally challenging conditions that will almost certainly result in the immediate (intentional) destruction of Falcon 9’s upper stage and booster.
A few miles to the north, SpaceX is preparing an entirely different Falcon 9 rocket for the third launch of 60 upgraded Starlink v1.0 satellites in barely two months, scheduled to lift off NET 12:20 pm EST (17:20 UTC), January 20th from Cape Canaveral Air Force Station (CCAFS) Launch Complex 40 (LC-40). While the duo of launches will break no records for SpaceX, they will certainly set the tone the company is aiming to keep throughout the rest of 2020.
On January 11th, SpaceX successfully fired up Falcon 9 B1046 at Pad 39A, performing the booster’s fifth routine static fire test (if not more) in approximately two years. The first Block 5 booster built and flown by SpaceX, B1046 has performed three orbital-class launches since it debuted in May 2018 and even became the first Falcon 9 booster to launch three times in December 2018.
Since that milestone, B1046 spent several months at SpaceX’s Hawthorne, CA factory undergoing inspections and refurbishment. At some point, SpaceX assigned the thrice-flown booster to support Crew Dragon’s In-Flight Abort (IFA) test – effectively a death sentence – and shipped the booster to Florida, where it publicly appeared for the first time in months on October 3rd, 2019. Given that four more Falcon 9 boosters have now successfully performed three (or even four) orbital-class launches each, B1046’s now-imminent demise is certainly disappointing but remains extremely pragmatic.
Sure, B1046 could have theoretically flown several more orbital-class launches before it might have otherwise been quietly retired, but it is still the first Falcon 9 Block 5 booster qualified for flight. Although SpaceX and CEO Elon Musk were explicit that Block 5 would be the last major design iteration for the Falcon family of launch vehicles, that definitely doesn’t rule out tweaks – minor to major – that have likely been implemented since the rocket’s flight debut. In the 20 months since that debut, Falcon 9 and Heavy Block 5 boosters have performed more than two dozen launches and landings and checked off several reusability milestones.
In simple terms, those dozens of flights and reuses all translate to lots and lots (and lots) of high-fidelity data. That data – and often the hardware it’s connected to – can be used to extensively cross-check and improve the Falcon 9 and Heavy engineering models SpaceX created while designing, producing, and ground testing the Block 5 upgrade prior to its flight debut. It can also be used to upgrade to the rocket where needed, especially useful when it comes to reusability.
Although Falcon Block 5 boosters already appear to be exceptionally reliable and reusable, having checked off multiple third-flight and fourth-flight milestones in the last year, there is always room for improvement – especially if Musk is still serious about his long-held goal of launching the same Falcon 9 booster twice in ~24 hours. Along those lines, it’s safe to assume that at least some of the boosters that come off the assembly line after B1046 feature design tweaks meant to optimize for reliability and reusability, among other things.
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For the most part, it seems that SpaceX is no longer aggressively pursuing ~24-hour booster turnaround, although they very likely intend to continue cutting the work hours required for (and thus the cost of) each reuse. B1046’s demise may shrink SpaceX’s reusable rocket fleet by one but the company will continue to debut the occasional new booster throughout 2020, ultimately ensuring that the fleet grows over time. Ultimately, if SpaceX only needs to spend a week or two inspecting and refurbishing each Block 5 booster and has a fleet of 10-20 or more, 24-hour turnaround may not even be necessary to achieve the desired results it was meant to represent.
Finally, SpaceX aims to launch its fourth batch of 60 Starlink satellites overall as few as ~52 hours after Falcon 9’s Crew Dragon In-Flight Abort mission and nextspaceflight.com reports that Falcon 9 B1051 will support the Starlink V1 L3 mission – the booster’s third orbital-class launch in ~10 months. Thankfully, B1051 – formerly tasked with supporting Crew Dragon’s Demo-1 orbital launch debut in March 2019 and Canada’s Radarsat Constellation Mission (RCM) in June 2019 – will almost certainly be attempting its second drone ship landing and third recovery overall.
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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
