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SpaceX Crew Dragon switches ports to make room for Boeing’s Starliner do-over
Update: For the second time, a SpaceX Crew Dragon spacecraft has successfully swapped International Space Station (ISS) docking ports in orbit – this time to make way for Boeing’s planned Starliner Orbital Test Flight do-over.
If Starliner’s second orbital flight test is more successful than the first, which failed almost immediately after launch, the Boeing spacecraft will launch no earlier than July 30th, rendezvous and dock with the ISS, and spend approximately five days at the station before attempting to return to Earth. Once Starliner departs, freeing up the forward docking port, SpaceX and NASA will likely have to perform a second Crew-2 port relocation, moving Dragon back to its original port to set the stage for the CRS-23 Cargo Dragon resupply mission scheduled in late August.
SpaceX and NASA are on track for the Crew-2 Dragon spacecraft currently docked to the International Space Station (ISS) to perform a “port relocation” maneuver early Wednesday, effectively opening the door for Boeing’s Starliner flight test do-over.
Scheduled to launch on a United Launch Alliance (ULA) Atlas V rocket no earlier than (NET) July 30th, Boeing’s Starliner will be flying for the first time since the spacecraft’s near-catastrophic Orbital Flight Test (OFT) debut in December 2019. During Starliner’s inaugural test flight, a combination of inept Boeing software development, shoddy quality control, and inexplicably lax NASA oversight allowed the spacecraft to launch with inoperable software.
As a result, things went wrong mere seconds after Atlas V – which performed nominally – deployed Starliner. Almost as simple as using the wrong clock, the first software fault – something that would have been instantly caught with even the most rudimentary integrated systems test – caused Starliner to think it was in a different part of the OFT mission and waste much of its fuel with thousands of unnecessary thruster firings.
Aside from pushing Starliner’s maneuvering thrusters beyond their design limits, those unplanned and unexpected misfirings also threw the spacecraft off course, obfuscating Boeing and NASA’s ability to communicate and command the spacecraft and troubleshoot the situation at hand. Eventually, the company regained control of Starliner, but not before it had burned through most of its propellant reserves – precluding plans for to rendezvous and dock with the ISS.
Less than three hours before reentry, Boeing also uncovered a separate thruster-related software issue that could have caused the Starliner capsule to lose stability and re-impact its expendable trunk section after separation.
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Ultimately, with so many issues and a failure to gather any kind of data related to operations at and around the ISS, NASA thankfully forced Boeing to plan to repeat OFT with Orbital Flight Test 2 (OFT-2). Scheduled to launch in December 2020 as of the second half of that year, OFT-2 ultimately slipped – both for scheduling and technical reasons – to March, June, and finally July 30th, 2021.
More than 19 months after Starliner’s ill-fated debut, NASA and Boeing are now almost ready for the spacecraft’s critical do-over. For unknown reasons, though, NASA and/or Boeing apparently need (or prefer) Starliner to use a specific docking port – the same port SpaceX’s second operational Crew Dragon spacecraft is currently docked to. According to NASA and Boeing, Starliner needs to use that forward docking port because it has not been qualified for zenith docking, which is a bit more complex. As a result, SpaceX and NASA have scheduled a port relocation maneuver around 7am EDT (UTC-4) on Wednesday, July 21st.
SpaceX’s first relocation occurred in early April to prepare for the arrival of a second Crew Dragon later that month. When Crew-1 Dragon departed a few weeks after the maneuver, it would leave the station’s zenith (space-facing) port free for a Cargo Dragon 2 spacecraft scheduled to arrive around one month later. Due to the station’s geometry and port layout, only the zenith port allows its robotic Canadarm2 arm to unload unpressurized cargo from Dragon’s trunk.
Already at the forward port, the Crew-2 Dragon will thus be moving to the zenith port for Starliner’s brief 1-2 week stay at the ISS. However, as may have become clear, Crew Dragon will then have to re-relocate to the forward port for any future Cargo Dragon missions – one of which happens to be scheduled to launch with an important unpressurized payload as early as August 29th.
Regardless of why, it’s hard to ever complain about seeing Dragons fly. Tune in around 6:30 am EDT (10:30 UTC) to watch Crew Dragon C206 maneuver around an orbital space station.
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
