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SpaceX prepares Falcon 9 booster for eleventh launch and landing [webcast]
SpaceX has confirmed that Falcon 9 is on track to launch another batch of Starlink satellites less than 48 hours after a successful United Launch Alliance Atlas V from a pad just two miles south.
Falcon 9 is now scheduled to launch Starlink 4-9 from Kennedy Space Center (KSC) Launch Complex 39A no earlier than (NET) 9:35 am EST (14:35 UTC) on Thursday, March 3rd. Oddly, unlike Starlink 4-8, which successfully launched 46 Starlink satellites into low Earth orbit (LEO) on February 21st, Starlink 4-9 – following a seemingly identical trajectory – will carry 47 satellites. The reason for the small difference is unclear.
Last month, SpaceX suffered a significant anomaly when a “geomagnetic storm” warmed Earth’s atmosphere, causing 38 of 49 just-launched Starlink 4-7 satellites to prematurely reenter and burn up. In response, while SpaceX hasn’t officially confirmed the change, it appears that all subsequent Starlink missions are being launched to slightly higher parking orbits. In comparison, Starlink 4-4 – a West Coast mission – launched 52 satellites into a 340 x 210 kilometer (210 x 130 mi) parking orbit in December 2021. Starlink 4-7, an East Coast mission, launched 49 satellites into a 336 x 210 km parking orbit on February 3rd, losing three satellites to account for extra performance needed to safely dodge the Bahamas.
Following Starlink 4-7’s space weather calamity, SpaceX – using an identical trajectory – launched 46 Starlink 4-8 satellites (three fewer than 4-7) from the East Coast into a higher 337 x 325 km parking orbit on February 21st. On February 25th, SpaceX also launched 50 Starlink 4-11 satellites (a reduction of two) from the West Coast into a higher 316 x 306 km parking orbit. In short, after Starlink 4-7, SpaceX appears to be sacrificing a few Starlink satellites to launch to parking orbits that are slightly higher and thus slightly more stable.
In theory, this should entirely prevent a repeat of the Starlink 4-7 anomaly while only marginally increasing the amount of time it should take dead-on-arrival satellites to reenter. While doing so increases the number of satellites Falcon 9 can launch, the main reason SpaceX launches Starlink satellites to such low orbits is to ensure that any failed satellites reenter a matter of days to a few weeks after launch instead of the years it could take at their operational ~550 km (~340 mi) orbits.
Of course, that doesn’t explain why Starlink 4-9 is projected to launch one more Starlink satellite than Starlink 4-8. It’s possible that SpaceX is refining its new insertion orbit on the fly and that Starlink 4-9 is headed to a slightly lower destination after data gathered from 4-8 and 4-11. It’s also possible that SpaceX is tweaking some other aspect of Falcon 9’s mission profile or even modifying Starlink satellites (i.e. adding or subtracting mass) – neither of which would be out of the ordinary for the company.
Regardless, Starlink 4-9 is interesting for a few more reasons. First, it will mark drone ship Just Read The Instruction’s (JRTI) first recovery mission since a mistake made by its onboard Octagrabber rocket nearly lead to the loss of an entire Falcon 9 booster in December 2021. That implies that SpaceX has fully determined and rectified the cause of that anomaly and repaired both the drone ship and its robot. To reach its full launch cadence potential, SpaceX needs at least two operational drone ships on the East Coast. Otherwise, in lieu of rare low-performance missions that allow Falcon 9 boosters to fly back to land, SpaceX can only launch one East Coast Falcon 9 mission every 10 or so days and can’t support Falcon Heavy launches that require two at-sea booster landings.
Additionally, SpaceX has confirmed that Falcon 9 B1060 will launch Starlink 4-9. The mission will be its 11th launch and landing attempt, hopefully making it the third Falcon 9 booster to successfully support 11 orbital-class launches after B1051 and B1058. Together, that means that 3 (15%) of the 19 Falcon 9 Block 5 boosters SpaceX has debuted will have singlehandedly supported 33 (37%) of the 89 Falcon 9 launches the company has completed since May 2018. It’s difficult to imagine a more resounding affirmation of SpaceX’s work on reusability.
Tune in to SpaceX Starlink 4-9 webcast around 9:20 am EST (14:20 UTC) on Thursday, March 3rd to watch the launch live.
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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
