News
SpaceX Dragon spacecraft returns NASA cargo to Earth after six weeks in space
A SpaceX Cargo Dragon 2 spacecraft has safely returned to Earth after delivering several tons of NASA supplies to the International Space Station (ISS).
A little over six weeks after Falcon 9 launched SpaceX’s 26th Commercial Resupply Services 2 (CRS2) mission for NASA, Dragon departed the ISS on January 9th. Efficiently lowering its orbit with several small Draco thrusters took about 36 hours, and reusable Dragon 2 capsule C211 eventually slowed to the point that it began impacting Earth’s atmosphere. Using its ablative heat shield like a brake pad, Dragon slowed from a velocity of 7.5 kilometers per second (16,800 mph) to about 155 meters per second (~350 mph) before beginning parachute deployment.
At 5:19 am on January 11th, the Dragon capsule gently splashed down off the coast of Tampa, Florida, and was quickly secured by a SpaceX recovery ship. Once onboard, the capsule was opened up, and cargo fresh from orbit was loaded onto a helicopter as quickly as possible. That system – primarily created to rapidly transport astronauts back to NASA medical facilities – also means that scientists can get access to their recovered ISS experiments just a handful of hours after Cargo Dragon splashes down.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
Some of the scientific investigations returned by Dragon include:
Deep space radiation protection: A vest designed to protect astronauts from high doses of radiation caused by unpredictable solar particle events is returning to Earth after months of testing. Crew members wore the Astrorad vest while performing daily tasks and provided feedback about how easy it is to put on, how it fits and feels, and the range of motion possible while wearing it. The vest’s developers plan to use that feedback to improve design of the garment, which could provide radiation protection for astronauts on Artemis missions to the Moon.
Air, water, plants: XROOTS used hydroponic (water-based) and aeroponic (air-based) techniques to grow plants without soil or other growth media. Researchers collected video and still images to evaluate growth chambers through the plant life cycle from seed germination through maturity. The plant chambers are returning to Earth for additional analysis. Similar techniques could be used to produce crops for future space missions and to enhance cultivation and food security for the benefit of people on Earth.
Bioprospecting in space: Bioprospecting is the process of identifying plants and animals that may contain substances with potential for use as drugs, biochemicals, and more. Previous studies found that space can cause genetic and physiological changes that could result in microbes yielding such materials. Rhodium Microgravity Bioprospecting-1 studied a way to search for these microbes. The science chambers and temperature logger from the investigation are returning to Earth for further examination.”
Blogs.NASA.gov – January 11th, 2023
SpaceX’s second-generation Cargo Dragon spacecraft is nearly identical to Crew Dragon. Both are made up of two main parts: a reusable capsule and an expendable ‘trunk.’ The Dragon 2 trunk is a tube-like carbon fiber composite structure covered by a skin of curved solar arrays and radiators. It can also hold several tons of unpressurized cargo.
Dragon’s capsule holds a pressure vessel, environmental control systems (ECLSS), all 16 Draco maneuvering thrusters, propellant tanks, docking systems, and an ablative heat shield. In the case of Crew Dragon, the capsule is also outfitted with windows, crew seats, hand control, and SuperDraco launch abort thrusters. Both Cargo and Crew Dragon capsules represent the vast majority of the total spacecraft cost and can be recovered, refurbished, and reflown in as little as four months.
NASA is SpaceX’s only Cargo Dragon customer. January 11th’s recovery marked the completion of CRS2 Spx-26, SpaceX’s 25th successful ISS resupply mission since 2012. After adding more contracts last year, NASA has arrangements for at least nine more Dragon 2 resupply missions stretching into 2026 or 2027. NASA also signed contracts for eight Crew Dragon astronaut launches in 2022 and has nine missions on contract between now and the late 2020s or 2030.
While Falcon 9 infamously failed during the June 2015 launch of CRS-7, every Dragon that has ever reached orbit has been recovered in one piece. Spx-26 was Dragon’s 38th mission overall and 35th consecutively successful recovery from orbit.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
