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SpaceX Falcon 9 rockets and drone ship wow with sunset, sunrise port returns
With two back-to-back Starlink launches, SpaceX drone ship Of Course I Still Love You (OCISLY) has returned to port twice in two weeks with Falcon 9 boosters and some of the most beautiful sunrise and sunset backdrops yet seen.
Two days after its sixth successful launch and drone ship landing, Falcon 9 booster B1060 sailed into Port Canaveral on OCISLY around sunset on March 26th. Two weeks later, the same drone ship returned to port once again, this time carrying Falcon 9 booster B1058 back to land after a flawless seventh launch and landing and near-record-breaking 27-day turnaround.
Virtually identical beyond the boosters that launched them, both B1060 and B1058 were tasked with supporting two missions to deliver batches of 60 new Starlink satellites into low Earth orbit. Of the ten launches SpaceX has completed in 2021, eight have been Starlink missions, altogether placing 490 satellites weighing almost 130 metric tons (290,000 lb) into orbit.
Incredibly, Falcon 9 B1058 and B1060 alone have been responsible for six of those ten launches, making the pair – in no uncertain terms – the shining workhorses of SpaceX’s rocket fleet. Put in a slightly different way, SpaceX is now regularly flying multiple Falcon boosters on an almost monthly basis. With just a handful of similarly-capable boosters, SpaceX could feasibly achieve 60+ Starlink launches annually while still maintaining an almost secondary fleet of (relatively) lightly-used boosters for customer missions.
As it turns out, SpaceX already has three once-flown Falcon 9 boosters of the same age (batch?) as B1058 and B1060 – at least two of which are waiting for crucial flight-proven debuts for NASA and the US military. After acing Crew Dragon’s operational Crew-1 astronaut launch debut last November, B1061 is scheduled to become the first flight-proven liquid rocket booster to launch astronauts with NASA’s Crew-2 mission on April 22nd. B1062, having successfully launched the US military’s GPS III SV04 navigation satellite in November 2020, is scheduled to launch a second GPS III satellite in July 2021 – a first for the US military.
Meanwhile, Falcon 9 B1063 may have been transported from California to Florida after successfully launching NASA and ESA’s Sentinel 6A Earth observation satellite and completing SpaceX’s first Vandenberg launch in almost 18 months – also in November 2020. If all three of those new once-flown boosters were to enter SpaceX’s general-purpose fleet after their next major customer missions and prove to be as low-maintenance as B1058 and B1060, those five rockets alone could potentially support an annual cadence of 50-60+ Starlink launches.
It’s also possible that – having finally seen the clear viability of flight-proven rockets writ large – NASA and the US military will effectively choose to keep B1061, B1062, and possibly B1063 primarily in-house, so to speak. Depending on their contracts, by paying SpaceX a premium or forgoing discounts for flight-proven first stages, both could feasibly ensure that those boosters remain mostly (or totally) exclusive to NASA or US military missions.
Ultimately, whether SpaceX gets to add those comparatively new boosters to its Starlink and commercial fleet, B1058 and B1060 show no signs of stopping and – perhaps alongside B1049 and B1051 – could easily sail past their ten-flight milestones before the year is out. Many, many more spectacular drone ship recoveries to come, in other words.
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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
