News
SpaceX nails first rocket landing by sea in half a year, sends exoplanet probe beyond the Moon
SpaceX has successfully completed the first drone ship recovery of a Falcon 9 booster in nearly six months, bringing to an end a what will likely be the final drought of by-sea rocket landings in the company’s history.
B1045’s landing was a particularly stunning example of just how far SpaceX has come. By all appearances, the recovery was easily the smoothest yet achieved by the company, with nary a hint of reentry heating visible in the near-flawless live coverage from a camera aboard the booster. Perhaps of even more interest, the landing itself appeared to be exceptionally luxurious, with the booster gently floating down to its final resting perch aboard the drone ship Of Course I Still Love You.
Falcon 9 1045 soars to the sky, the final new Block 4 flight ever. (Tom Cross)
This return-to-landing, so to speak, is SpaceX’s 24th successful Falcon booster recovery in just over three years of true recovery efforts. The last several months have featured an unfamiliar number of intentionally expendable launches, in which SpaceX chose to preclude any attempt at recovery, instead typically gently landing the boosters in the ocean to gather additional flight-test data and to explore the envelope of Falcon 9’s recovery capabilities. In all cases but one (Hispasat 30W-6), these intentionally expended boosters were older, flight-proven versions of the rocket, versions that hadn’t been designed to economically fly more than once or twice.
B1045, however, has just one flight under its belt, and is already pegged for a second launch with CRS-15, giving the booster as few as 50 days to be refurbished and prepped for its second pre-launch static fire (likely the first week of June). This would be an exceptionally fitting case of foreshadowing for SpaceX’s upcoming Block 5 iteration of Falcon 9. If a Block 4 booster can be launched, landed, and refurbished in well under two months, one can only imagine what a Falcon 9 explicitly upgraded for ease of reuse will be capable of.
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- Although SpaceX has nail multiple LZ-1 recoveries over the last six months, TESS is the first mission to feature a successful drone ship land since October 30 2017. (SpaceX)
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- B1045 soars towards OCISLY, stationed 300 km East of the Florida coast. (SpaceX)
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- Falcon 9 B1045’s picture-perfect, gentle landing aboard drone ship OCISLY, April 2018. (SpaceX)
Over the past six months, SpaceX has aggressively expanded their program of orbital rocket reuse, leaping from just three operational reflights of Falcon 9 boosters in the process’ first half-year (Mar-Oct ’17) to seven operational reflights between the following months of December and April. Today, April 18, the successful launch of NASA’s Transiting Exoplanet Survey Satellite (TESS) marks the final launch of a new Block 4 Falcon 9 booster (B1045) – although we can expect as many as three additional reflights of recovery Block 4 boosters in 2018, all new Falcon 9 boosters from here on out will be Block 5s, a final upgrade to the rocket designed to significantly optimize reliability and reusability. The first Falcon 9 Block 5 is expected to debut sometime in May, currently No Earlier Than (NET) May 4.
Impressively, despite the fairly extensive modifications and upgrades – both for reliability and reusability – included in Falcon 9 Block 5, SpaceX’s Hans Koenigsmann stated that the lengthy test campaign in Texas went well and was in fact “faster than we’ve ever had on new Block upgrades [of Falcon 9].” SpaceX themselves have not yet given a specific date for the debut of Block 5, but Hans did partially confirm recent reports that it is now targeting a debut in “early May” with the launch of Bangabandhu-1. Put simply, so long as things go more or less according to plan, 2018 will in every conceivable way usher in the real future of orbital-class reusable rockets – perhaps enabling the sort of responsive, cheap, and reliable access to space long ago promised by CEO Elon Musk.
Koenigsmann: This TESS booster is planned to fly again on the next CRS mission pending NASA approval. #SpaceX
— Michael Baylor (@MichaelBaylor_) April 15, 2018
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Science galore
TESS will dramatically increase the number of known exoplanets. It will more than double the number found by Kepler. #NASA #TESS #SpaceX #Falcon9
— Chris G (@ChrisG_SpX) April 15, 2018
Despite its diminutive size and 350 kg mass, TESS is expected to dramatically expand the number of detected exoplanets in the universe, and is tasked with surveying the remaining 95% of the sky left unscanned after Kepler’s famous mission. Ultimately, conservative estimates from astronomers expect TESS to add thousands of new exoplanets to humanity’s current catalog, with perhaps as many as 10% of those discovered likely to be Earth-sized, and thus potential candidates for the first habitable planets to be observed beyond the cozy bounds of our own Solar System.
To give a sense of just how far electronics and satellite technology have improved in the decade since the Kepler observatory was launched (2009), that 1050kg spacecraft was designed to stare specifically at one small segment of the sky (0.25%), scanning it ceaselessly for exoplanets. Despite complex technical difficulties, Kepler managed to discover nearly 1100 confirmed exoplanets, with more than 3000 additional candidates waiting to be confirmed by other spacecraft or telescopes.
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- A Falcon 9 fairing during encapsulation, when a launch payload is sealed inside the fairing’s two halves. This small satellite is NASA’s TESS, launched in April 2018. (NASA)
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- Smol TESS seen attached to SpaceX’s Falcon 9 second stage. (SpaceX)
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- Teeny, tiny TESS separates from Falcon 9’s second stage and begins its journey beyond the Moon, ahead of a productive life of science. (SpaceX)
On the other hand, the 350kg TESS, has been designed to sca the entire sky and may well double, triple, or quadruple the number of known exoplanets in the universe. Falcon 9 may undoubtedly be a bit like using a dump truck when a shovel would do, but the tiny size of the payload can be thanked for the exceptionally gentle booster recovery and the equally (relatively) easy refurbishment soon to follow.
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- (SpaceX)
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- (Tom Cross)
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- (Tom Cross)
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- (Tom Cross)
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- Falcon 9 B1045 prepares for its first launch in mid-April. (SpaceX)
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- SpaceX engineers and technicians have begun an aggressive campaign hoping to recover and reuse fairings ASAP. (Tom Cross)
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- Falcon 9 B1045 before its first launch, carrying NASA’s TESS exoplanet observatory, in April 2018. (Tom Cross)
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SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
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For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
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Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
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CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
Investor's Corner
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX revealed a new Nvidia satellite partnership, then Musk pledged an exclusive Nvidia hardware commitment.
SpaceX and Nvidia are now working together on the hardware that will power Musk’s orbital data center ambitions. SpaceX announced on X on Tuesday that it is partnering with Nvidia to design the compute payload for Starmind AI1, the first satellite in a planned constellation built to run AI workloads directly in orbit. Each Starmind satellite will carry Nvidia’s Rubin GPUs and Vera CPUs, according to the post, which included renderings of the payload design.
The announcement landed hours before SpaceX’s first earnings call as a public company, where Musk went further, saying the company has committed to building its AI infrastructure exclusively on Nvidia hardware. “We think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk told investors on the call,. “So we’re exclusive to Nvidia.”
Musk said SpaceX plans to deploy Nvidia’s Vera Rubin NVL72 rackscale system, codenamed Kyber, both on the ground and in space. He set a target of 2 gigawatts of compute capacity online by the end of this year, scaling to roughly 10 gigawatts by the end of 2027.
SpaceX’s newest Starmind will make earth data centers obsolete
Starmind has been in development since Musk confirmed the name in June, following an xAI trademark filing that tipped off the project before SpaceX made it official. The idea is massive in scope and instead of moving data down to ground based servers, satellites equipped with onboard processors and large solar arrays would compute AI workloads in orbit and beam results back to Earth. SpaceX has already filed with the FCC for a constellation of up to one million satellites to support the effort, citing constant solar power and the absence of zoning restrictions as advantages over terrestrial data centers.
The Nvidia exclusivity marks a shift in tone from just two weeks ago, when Musk was busy knocking down a report that SpaceX had ordered $52 billion worth of Nvidia GPUs through Foxconn, calling it fake news at the time. The dollar figure in that rumor may have been wrong, but the underlying direction seems correct. SpaceX’s AI division already leases Colossus compute capacity to Anthropic and Google, and Tuesday’s earnings report showed AI revenue climbing sharply as those deals ramp up.
Nvidia shares rose roughly 3% in Tuesday trading on the news, while SpaceX stock climbed nearly 9% during the day before giving back gains after hours as investors digested the earnings report’s capital spending figures.
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SpaceX is coming for wireless giants with Starlink Mobile
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
