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SpaceX readies 4th Falcon 9 booster for 10th launch and landing [webcast]
Update: SpaceX has delayed Starlink 4-6 and Falcon 9 B1060’s tenth launch and landing to a backup window scheduled no earlier than (NET) 9:02 pm EST, Tuesday, January 18th (02:04 UTC 19 Jan).
Initially aiming for January 17th, SpaceX pushed the mission to 7:04 pm EST, January 18th for “more favorable weather conditions for liftoff and booster recovery.” A backup window two hours later on the same day was likely selected for similar reasons. Tune in around 8:45 pm EST (01:45 UTC) to watch Falcon 9 B1060’s tenth launch and landing attempt live.
Four days after Falcon 9 B1058 became the third SpaceX booster to complete ten orbital-class launches, the company is set to repeat the feat a fourth time.
Unofficially revealed by airspace and maritime safety alerts on January 12th, SpaceX has confirmed plans to launch Starlink 4-6 – another batch of 49 laser-linked V1.5 satellites – no earlier than (NET) 7:26 pm EST, Monday, January 17th (00:26 UTC 18 Jan) from Kennedy Space Center Pad 39A. The same pad supported an identical launch (Starlink 4-5) on January 6th, requiring a brisk 11-day turnaround for a pad that’s all-time record is two Falcon launches in 10 days.
While technically “just” another Starlink launch, the mission will mark the first time two Falcon 9 boosters have launched for the tenth time back to back. On January 13th, Falcon 9 B1058 helped deliver 105 small rideshare satellites to orbit, completing its tenth successful launch and landing in the process. While there are only two other ten-flight boosters to compare against, B1058 crossed the milestone more than a third faster than either of its siblings, launching ten times in 19 months or once every ~59 days for the duration of its life.
When Falcon 9 B1060 lifts off with Starlink 4-6 on January 17th, 2022, it will do so in 18 months (~81 weeks), beating B1058’s days-old record (19 months or ~85 weeks) by about a month. Though there are several younger, less-flown boosters in SpaceX’s current Falcon fleet, none of them appear to be on track to more than marginally beat or match the records about to be set by B1058 and B1060. Based on SpaceX’s twice-achieved 27-day Falcon 9 turnaround record, it might technically be possible for the same booster to complete 10 launches in as few as 270 days (~39 weeks), employees have described those record turnarounds as “a mad rush” – probably not a sustainable pace for the current workforce, in other words.
Nonetheless, even if evidence continues to grow that the current iteration of Falcon Block 5 boosters are unlikely to average more than one launch every 50-60 days over their lives, SpaceX could still theoretically achieve an eyewatering launch cadence. For example, if SpaceX’s current fleet of nine operational Falcon boosters (including one converted Falcon Heavy core) can each achieve an average of one launch every 60 days starting now, SpaceX could feasibly launch more than once per week or ~54 times per year. If SpaceX also converts Falcon Heavy core B1053 into a Falcon 9, damaged Falcon 9 booster B1069 is able to enter the fleet, and the average turnaround time drops to 50 days, that 11-booster fleet could support up to 80 launches per year.
SpaceX’s three Falcon launch pads could theoretically support up to 90 launches per year if every single turnaround was as fast as each pad’s all-time record and no extended downtime was ever needed. In other words, in spite of just how far the Falcon Block 5 design appears to be from CEO Elon Musk’s long-stated dream of daily reuse, a fleet of just 15 Block 5 boosters averaging a conservative 60 days per launch could achieve an annual cadence that would force SpaceX to upgrade its launch pads to go any higher.
With Starship on the horizon, though, it’s no longer clear that SpaceX actually wants to push the Falcon family’s envelope to the point that another round of significant vehicle or pad upgrades are required. Unless Starship suffers catastrophic setbacks causing years of delays, it’s more likely than not that the Falcon family will peak around 60 launches per year (still incredibly impressive) before its likely retirement.
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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
