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SpaceX Starlink launch suffers third weather scrub, next attempt Tuesday
Update: Multiple weather constraint violations forced SpaceX to scrub today’s Starlink-12 launch attempt less than half an hour before liftoff, marking the mission’s third weather-related scrub and fourth abort overall since mid-September. As of October 4th, the US Air Force 45th Space Wing predicted a 40% chance of weather violation.
SpaceX’s fifth Starlink-12 launch attempt is scheduled no earlier than 7:29 am EDT (11:29 UTC) on Tuesday, October 6th. The mission-specific T-1 weather forecast predicts a 70% chance of favorable conditions.
On the heels of a rare last-second Falcon 9 launch abort, SpaceX is closing in on its third attempt to launch the 12th batch of operational Starlink satellites.
Scheduled to lift off from Kennedy Space Center (KSC) Launch Complex 39A (Pad 39A) no earlier than (NET) 7:51 am EDT (11:51 UTC) on Monday, October 5th, Starlink-12 was originally scheduled to launch in mid-September. Bad weather at the Atlantic Ocean landing zone caused a ten-day delay from September 17th to the 27th, followed by a pad weather delay on the 28th.
After a ULA Delta IV Heavy mission with range priority was scrubbed for the seventh time on September 30th, SpaceX tried to launch Starlink-12 again but suffered an abort – later blamed on a pad sensor – seven seconds before liftoff. Finally, a new Falcon 9 launch with an upgraded GPS III satellite aboard was aborted just two seconds before liftoff on October 2nd. Moved from NET October 3rd to the 5th just prior to GPS III SV04’s separate launch delay, Starlink-12 is now up next.
Interrupting what has otherwise been a much-improved level of launch readiness and schedule reliability for Falcon 9 and Falcon Heavy’s Block 5 upgrade, this recent string of delays – while mostly the result of weather and ULA’s own NROL-44 launch delays – has even become a concern for CEO Elon Musk. Currently focused on building out SpaceX’s new Starship factory and pushing towards the rocket’s first high-altitude and orbital test flights in Boca Chica, Texas, Musk stated that he would be flying to Cape Canaveral “to review hardware in person” on the week of October 5th.
Musk also says that SpaceX is “doing a broad review of launch site, propulsion, structures, avionics, range, & regulatory constraints” to determine if an apparent goal of “48 launches” in 2021 is feasible.
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To be fair to SpaceX, most of the plague of delays suffered by the company in the last month has been caused by a mixture of weather and the range’s preferential treatment of ULA’s “national security” NROL-44 launch. Additionally, of an impressive seven ULA NROL-44 launch attempts between August 26th and September 30th, just a single one was caused by weather – the remaining six a result of a wide variety of technical software and hardware bugs. SpaceX’s Starlink-12 and GPS III SV04 missions have only suffered one technical launch abort each on September 30th and October 2nd.
In other words, short of upgrading Falcon rockets to launch and land in worse weather conditions, most of SpaceX’s delays have been largely out of the company’s control, while ULA’s NROL-44 struggles demonstrate just how much worse things could be. According to an unofficial analysis of 44 Falcon Block 5 launches since May 2018, only four technical launch aborts have been triggered by a booster fault. Pad-caused aborts have been roughly as common, meaning that 1 in roughly 6 to 8 SpaceX launches suffers some kind of abort shortly before liftoff, on average.
Altogether, Falcon Block 5 rockets have been relatively dependable for on-time, on-schedule launches even if SpaceX has struggled with more repeated delays than usual in the last few months. To achieve anywhere close to 48 launches annually, however, major improvements will need to be made, likely including upgrades to whatever is responsible for Falcon 9’s weather constraints. As of October 2020, SpaceX has never launched four times in one month (or four times in the same ~30-day period). To launch 48 times in one year, SpaceX will need to average four launches per month. That, of course, in no way accounts for the possibility that 2020-esque summer weather could functionally cut 4-8+ weeks off of Falcon 9’s annual availability.
Regardless, SpaceX will begin live coverage of the third Starlink-12 launch attempt around 7:35 am EDT (11:35 UTC). Tune in to (hopefully) catch the company’s 17th launch this year.
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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
