News
SpaceX Crew Dragon spaceship to bring NASA astronauts home this summer
Bob Behnken and Doug Hurley launched to the space station on May 30, for an indeterminate amount of time. Their stay on orbit depends upon a few different factors, including solar array degradation, the status of the next Crew Dragon, and landing zone weather. While Bob and Doug do not yet have a definitive return date, NASA officials have said they are looking at August as a return time frame.
The mission, known as Demo-2, is the first to fly humans from Florida since the end of the shuttle program in 2011. It’s also SpaceX’s first mission to carry astronauts. But it won’t be the last. The California-based aerospace company is gearing up for its next crewed mission. Known as Crew-1, this flight will see three NASA astronauts, and one Japanese astronaut soar to the space station inside another Crew Dragon capsule.
The two missions are interconnected. Demo-2 is the final test flight of the Crew Dragon capsule, and at the end of the mission, NASA is expected to certify the craft to regularly carry humans to and from the space station. For nearly a decade, NASA has been solely dependent upon Russia to carry its astronauts, but now, the agency will have more flexibility with flights.
Before Demo-2 launched, NASA officials estimated that the Bob and Doug could stay on station anywhere from one to four months. The agency wanted to see how the Dragon performed on orbit before specifying the length of time the crew would remain on orbit.
“We didn’t prescribe the length of the Demo-2 mission until we got the crew on orbit and we could see the performance of the Dragon,” Ken Bowersox, acting administrator for NASA’s human spaceflight program said on Tuesday. “The Dragon is doing very well, so we think it’s reasonable for the crew to stay up there a month or two. The actual details are still being worked out.”
Bowersox explained that the mission is going well, and the spacecraft is holding up as expected. The Crew version of SpaceX’s Dragon capsule has been to the space station one other time. During its first test flight, called Demo-1. This mission launched in 2019, without people on board. The craft proved it could dock and undock itself with the space station, and even spent about a week attached to the orbital outpost.
Now, NASA and SpaceX are putting the craft through its paces and seeing how well it holds up over time against the harsh environment of outer space. Some of the craft’s most sensitive electronics, namely the solar panels, have a shelf life in space. That time period is limited to 120 days, so NASA wants the crew to come home before that time.
The next batch of astronauts are expected to launch in late August or early September, if all goes according to plan. But, in order for them to launch, Bob and Doug have to come home several weeks before the planned liftoff so that the Dragon can be evaluated and certified.
To that end, NASA is looking at bringing the Demo-2 crew home in late July or early August. This will allow them to help with station maintenance, as well perform a spacewalk or two. Since April, Chris Cassidy has been the sole NASA astronauts on board, as the space station has been operating on a skeleton crew. The addition of Bob and Doug allows the crew to do more routine maintenance, as well as some research experiments.
-
Bob Behnken is expected to perform at least two spacewalks — one in late June, followed by one in early July. Behnken will join Chris Cassidy in replacing batteries on the space station’s exterior. The batteries were delivered on a recent cargo resupply mission and will help power the space station.
While Behnken is suited up and working outside the station, Doug Hurley will operate the space station’s robotic arm, helping Behnken and Cassidy move about during their spacewalks.
The plans were brought up in a joint meeting on Tuesday of the National Academies of Sciences, Engineering and Medicine’s Space Studies Board and the Aeronautics and Space Engineering Board.
“It is very likely that by the end of July, we will have conducted some spacewalks with Chris Cassidy and Bob Behnken, replaced some batteries on the ISS, and we’ll — about two months from now — start thinking about bringing Bob and Doug home,” Bowersox said. “We’d like to get them home some time in August.”
Bowersox is a former astronaut, who flew on five shuttle missions. He recently took over as acting head of NASA’s human spaceflight division after the previous administrator, Doug Loverro, suddenly resigned. That change in leadership took place just days before Hurley and Behnken took flight. Industry sources say Loverro’s departure had to do with him breaking agency rules during a competition to procure bids for NASA’s upcoming lunar lander program.
While the timing was suspect, the Demo-2 mission was unaffected and went off without a hitch.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
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
