News
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.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
