News
SpaceX to shift Falcon 9’s next West Coast launch to Florida, the first of its kind in decades
According to NASASpaceflight spaceflight reporter Michael Baylor and an Argentinian government website, SpaceX appears to have decided to move its next West Coast launch from California to Florida, signifying the first East Coast polar launch in half a century could be just four months away.
Initially expected to launch out of SpaceX’s Vandenberg Air Force Base (VAFB) SLC-4E pad on a Falcon 9 rocket, the Argentinian space agency’s (CONAE) SAOCOM-1B Earth observation satellite was scheduled to lift off no earlier than February 2020. That launch window remains the same but Florida’s Cape Canaveral Air Force Station (CCAFS) has somehow arranged approval to reopen the United States’ Eastern polar launch corridor. The story behind the corridor’s closure is a bizarre one.
Having earned itself a bit of notoriety and fame over the years, the story of the closure of the Eastern polar launch corridor is simple on the outset. In November 1960, a Thor Able-Star rocket lifted off from Cape Canaveral for what was hoped to be a routine military launch. This particular mission carried GRAB II, a covert signals intelligence spacecraft designed to spy on radio communications around the globe.
Long story short: that Thor rocket suffered a failure that caused the booster to prematurely shut down and divert from its planned trajectory, forcing the range safety officer to manually trigger the rocket’s self-destruct mechanisms. Broken apart by explosives, one unlucky cow – standing in a Cuban field some 400 miles (650 km) downrange – was struck by rocket debris, killing the farm animal. Indeed, this might initially seem like an absurd reason to entirely end the practice of polar orbital launches from Cape Canaveral, but Cold War tensions were extremely high and President Fidel Castro leaped on the opportunity to hound the US.
An article published in a 2008 issue of the US Naval History Magazine covers this minor debacle in greater detail, shedding some much-needed light on why things played out how they did.
“In what somewhat inaccurately became known as “the herd shot around the world,” some of the falling rocket debris apparently splattered on a Cuban farm and killed a cow. “This is a Yankee provocation,” accused Revolucion, an official Cuban publication, insisting that the rocket was deliberately exploded over the country. Government radio stations cited the incident as further proof that the United States was trying to destroy the regime of Cuban President Fidel Castro. One cow was even paraded in front of the U.S. Embassy in Havana wearing a placard reading “Eisenhower, you murdered one of my sisters.”
Castro filed a complaint at the United Nations, and Washington sheepishly conceded the possibility that “fragments from the rocket booster” could have landed in Cuba. CIA Director George Tenet later quipped somewhat tastelessly that it was “the first, and last, time that a satellite had been used in the production of ground beef.” Further launches overflying Cuba were postponed, and improvements were made to the Cape Canaveral range-safety system. In any case, it was a dejected NRL group that returned to Washington.”
Naval History Magazine – April 2008
That overflight postponement was never withdrawn and VAFB – located on the coast of California – has supported all US polar launch** activity since late-1960. Public word of the possible reopening of the Eastern polar launch corridor came 57 years later when Wayne Monteith, commander of the 45th Space Wing, revealed that he had tasked analysts to determine whether the corridor could be reopened in light of wildfire troubles that closed VAFB’s Western Range in 2016. They concluded that there were no obvious technical showstoppers.
**There is a report that a Thor Delta C rocket performed two sun synchronous orbit (SSO; ‘nearly polar’) launches in the mid-1960s, overflying Cuba in the process, but it’s unclear if the trajectory used was the same as those used before Thor’s 1960 GRAB II failure.
A reporter who was present at the press conference said that SpaceX’s SAOCOM 1B launch hadn’t officially been put on on the Eastern Range’s planning schedule, indicating that some work remains before it can truly be said that the Eastern polar launch corridor has been reopened. Nevertheless, Douglas Schiess, the current commander of the 45th Space Wing, was obviously confident that those final steps are more technicalities than potential showstoppers and that 21st-century Eastern polar launches are now a question of “when”, not “if”.
In Monteith’s 2017 statement, it was stated that there is one major condition on the reopening: all launch vehicles intending to fly it must feature autonomous flight termination systems (AFTS). This is due to the risk that the rocket’s plume might prevent the reliable reception of radio telemetry at Florida-based tracking stations. SpaceX is currently the only launch provider in the world to have implemented AFTS and is thus the only provider currently capable of launching polar missions from Florida.
Time will tell just how extensive Florida’s polar launch capabilities are and how dramatically the new capability will impact Vandenberg’s commercial launch ecosystem. Speaking in 2017, Monteith was fairly blunt in his assessment that California was not only tepid on the subject of expanding VAFB’s commercial launch manifest, but was actively hostile at points. His point: if Vandenberg isn’t going to put effort into stimulating a commercial polar launch ecosystem, Cape Canaveral might as well try.
VAFB is currently in the throes of a four-month launch lull previously expected to last until SpaceX’s Feb. 2020 SAOCOM 1B launch. Depending on how things play out for startup Firefly Aerospace and how readily CCAFS can take to its new polar launch role, Vandenberg’s lull could easily stretch into the second half of 2020, perhaps more than a year between launches.
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Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
News
SpaceX is following in Tesla’s footsteps in a way nobody expected
In the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
When Elon Musk founded Tesla in 2003, it was a plucky electric car startup betting everything on lithium-ion batteries and a niche luxury Roadster.
Two decades later, Tesla is far more than a car company. Its valuation increasingly hinges on Full Self-Driving software, the Optimus humanoid robot, the Robotaxi program, and the Dojo supercomputer cluster purpose-built for AI training.
Musk has repeatedly described Tesla as an AI and robotics company that happens to sell vehicles. The cars, in this view, are merely the first scalable platform for real-world AI.
Now, SpaceX is tracing an eerily similar path, only faster and in a direction almost no one anticipated. Founded in 2002 to make spaceflight routine and eventually multiplanetary, SpaceX spent its first two decades perfecting reusable rockets, landing Falcon 9 boosters, and building the Starlink megaconstellation.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
It was an engineering and manufacturing powerhouse, not a software play. Yet, in the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
The xAI deal, announced on February 2, was structured as an all-stock transaction that valued the combined entity at roughly $1.25 trillion—SpaceX at $1 trillion and xAI at $250 billion. In a memo to employees, Musk framed the merger as the creation of “the most ambitious, vertically-integrated innovation engine on (and off) Earth.”
The new SpaceX now owns Grok, the large language model family that powers the chatbot of the same name, along with xAI’s massive training infrastructure. More importantly, it has a declared mission to move AI compute off-planet.
Earth-based data centers are hitting hard limits on power, cooling, and land. Musk’s solution is orbital data centers, or constellations of solar-powered satellites that act as supercomputers in the sky.
SpaceX has already asked regulators for permission to launch up to one million such satellites. Starship, the company’s fully reusable heavy-lift vehicle, is the only rocket capable of delivering the necessary mass at the required cadence.
Each orbital node would enjoy near-constant sunlight, vast radiator surfaces for passive cooling, and zero terrestrial real-estate costs. Musk has predicted that within two to three years, space-based AI inference and training could become cheaper than anything possible on the ground.
This is not a side project; it is the strategic centerpiece Musk has envisioned for SpaceX. Starlink already provides the global low-latency backbone; next-generation V3 satellites will carry onboard AI accelerators. Rockets deliver the hardware, while AI optimizes every aspect of launch, landing, and constellation management.
The feedback loop is self-reinforcing, too. Better AI makes better rockets, which launch more AI infrastructure.
Just yesterday, on April 21, SpaceX doubled down.
It secured an option to acquire Cursor—the fast-growing AI coding tool beloved by software engineers—for $60 billion later this year, or pay a $10 billion partnership fee if the full deal does not close.
Cursor’s models already help engineers write code at superhuman speed. Pairing that technology with SpaceX’s Colossus-scale training clusters (the same ones powering Grok) positions the company to dominate AI developer tools, much as Tesla dominates autonomous driving software.
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The parallels with Tesla are striking. Both companies began in a single, capital-intensive sector: Tesla with EVs, SpaceX with launch vehicles. Both used early hardware success to fund AI at scale. Tesla’s Dojo supercomputers train neural nets on billions of miles of real-world driving data; SpaceX now trains on telemetry from thousands of orbital assets and re-entries.
Tesla’s FSD chip runs inference on cars; SpaceX’s future satellites will run inference in orbit.
Tesla’s Optimus robot will work in factories; SpaceX envisions lunar factories manufacturing more AI satellites, eventually using electromagnetic mass drivers to fling them into deep space.
Critics once dismissed Musk’s multi-company empire as unfocused. The 2026 moves reveal the opposite: deliberate convergence.
SpaceX is no longer merely a rocket company that sells internet from space. It is an AI company whose competitive moat is literal orbital infrastructure and the only vehicle that can service it at scale. The forthcoming IPO, expected later this year, will almost certainly be pitched not as a space play but as the purest bet on AI infrastructure the public market has ever seen.
Whether the orbital data-center vision survives regulatory scrutiny, astronomical concerns about light pollution, or the sheer engineering challenge remains to be seen.
Yet the strategic direction is unmistakable. Just as Tesla proved that software and AI could redefine the century-old automobile, SpaceX is proving that rockets are merely the delivery mechanism for the next great computing platform—one that floats above the clouds, powered by the sun, and limited only by the physics of orbit.
In that unexpected sense, history is repeating. Tesla stopped being “just a car company” years ago. SpaceX has now stopped being “just a rocket company.” Both are becoming something far larger: AI powerhouses with hardware moats so deep that competitors will need their own reusable megaconstellations to keep up.
The age of terrestrial AI is ending. The age of space-based AI is beginning—and SpaceX is building the launchpad.
Elon Musk
Tesla Earnings: financial expectations and what we should to hear about
In terms of discussions, Tesla earnings calls are usually a great time to get some clarification on the company’s outlook for its current and future projects.
Tesla (NASDAQ: TSLA) will report its earnings for the first quarter of 2026 this evening after the market closes, and analysts have already put out their expectations from a financial standpoint for the company’s first three months of the year.
Additionally, there will be plenty of things that will be discussed, including the recent expansion of the Robotaxi program, the Roadster unveiling, and Full Self-Driving (Supervised) approvals across the globe.
Financial Expectations
Wall Street consensus expectations put Tesla’s Earnings Per Share (EPS) at $0.36, while revenues are expected to come in around $22.35 billion.
This would compare to an EPS of $0.27 and $19.34 billion compared to Tesla’s Q1 2025. Last quarter, EPS came in at $0.50 on $29.4 billion of revenue.
Tesla beat analyst expectations last quarter, but the next trading day, the stock fell nearly 3.5 percent. We never quite can gauge how the market will respond to Tesla’s earnings; we’ve seen shares rise on a miss and fall on a beat.
It really goes on the news, and investor consensus, it seems.
What to Expect
In terms of discussions, Tesla earnings calls are usually a great time to get some clarification on the company’s outlook for its current and future projects. Right now, the big focus of investors is the Robotaxi program, the Roadster unveiling, and what the outlook for Full Self-Driving’s expansion throughout Europe and the rest of the world looks like.
Robotaxi
Tesla just recently expanded its unsupervised Robotaxi program to Dallas and Houston, joining Austin as the first cities in the U.S. to have access to the company’s ride-hailing suite.
Tesla expands Unsupervised Robotaxi service to two new cities
Some saw this move as a quick effort to turn attention away from a delivery miss and an anticipated miss on earnings. However, we’ve seen Tesla be more than deliberate with its expansion of the Robotaxi suite, so it’s hard to believe the company would make this move if it were not truly ready to do so.
The company is also working to expand its U.S. ride-hailing service outside of Texas and California, and recently filed paperwork to build a Robotaxi-exclusive Supercharger stall.
Expansion is planned for Florida, Nevada, and Arizona at some point this year, with more states to follow.
Roadster Unveiling
The Roadster unveiling was slated for April 1, and then pushed back (once again) to “probably late April,” according to Elon Musk.
It does not appear that the Roadster unveiling will happen within that time frame, at least not to our knowledge. Nobody has received media or press invites for a Roadster unveiling, and given the lofty expectations set for the vehicle by Musk and Co., it seems like something they’d want to show off to the public.
The Roadster has become a truly frustrating project for Tesla and its fans; evidently, there is something that is not up to the expectations Musk and others have. Meanwhile, fans are essentially waiting for something that is six years late.
At this point, also given the company’s focus on autonomy, it almost seems more worth it to just cancel it, remove any and all timelines and expectations, and surprise people with something crazy down the line, maybe in two or three years. There should be no talk of it.
Full Self-Driving Global Expansion
We expect Musk and Co. to shed some details on where it stands with other European government bodies, as it recently was able to roll out FSD (Supervised) to customers in the Netherlands.
Spain is also working with Tesla to assess FSD’s viability as a publicly available option for owners.
With that being said, there should be some additional information for investors as they listen to the call; no talk of it would be a pretty big letdown.
Optimus
There will likely be a date set for the Gen 3 Optimus unveiling, and we’re hopeful Tesla can keep that date set in stone and meet it. Not reaching timelines is a relatively minor issue, but a company can only do this for so long before its fans and investors start to lose trust and disregard any talk about dates.
It seems this is happening already.
Optimus has been pegged as Tesla’s big money maker for the future. The goals and expectations are high, but it is a privilege to have that sort of pressure when investors know the company’s capability.
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
SpaceX is following in Tesla’s footsteps in a way nobody expected
