SpaceX
SpaceX ships two Falcon boosters to Florida for a busy spring of launches
Two days before the first attempted launch of Falcon Heavy Block 5, a Florida local caught a separate Falcon booster crossing the state border on its way to one of SpaceX’s two Cape Canaveral launch pads.
Soon after, a separate Falcon booster was tracked heading East through Arizona, Louisiana, and Florida, a rare back-to-back rocket shipment bringing to an end two months of little visible activity. Prelude to a busy spring and early summer manifest, these Falcon booster arrivals signify a new influx of rocket hardware as SpaceX prepares for several upcoming missions. Ranging from Falcon Heavy Flight 3 to Crew Dragon’s critical in-flight abort test, SpaceX has no less than seven launches planned between now and the
Core Spotting – Episode 74
This brings us to another episode of analysis of SpaceX’s ever-changing fleet of Falcon 9 and Falcon Heavy boosters. The cast of flightworthy Block 5 rockets now includes either seven or eight flight-proven boosters and perhaps 2-3 unflown boosters. The new center core believed to be assigned to Falcon Heavy’s third launch (B1057) is reportedly already in Florida, while both flight-proven Falcon Heavy side boosters (B1052 and B1053) were transported to SpaceX’s Pad 39A hangar for refurbishment less than a week after their first launch and landing.
Of the above fleet, B1047, B1048, B1050, B1051, B1052, and B1053 are already known to be located at SpaceX’s Florida facilities, all of which launched from Cape Canaveral within the last five months. After successfully supporting Crew Dragon’s orbital launch debut in March, B1051 is currently assigned to SpaceX’s second West Coast launch of the year and will likely be shipped to California in the next few weeks. B1057, believed to be the next new Falcon Heavy center core, is likely already in Florida to prepare for its a launch as early as late June.
This leaves either two known flight-proven boosters or new Falcon boosters as the likely suspects captured in a duo of April core spottings, one on April 8th and another on April 17th. SpaceX has two flightworthy Falcon 9 Block 5 boosters – B1047 and B1048 – at its Florida facilities, so it’s not out of the question that both spotted cores are new. They could also be B1046 and B1049, both of which recently completed launches from SpaceX’s Vandenberg pad and have been undergoing refurbishment in California. SpaceX’s West Coast manifest could have just two launches for the rest of 2019, meaning that there is no practical reason to keep unassigned boosters nearby.
Meanwhile, SpaceX has plans to begin operational Starlink constellation launches as early as mid-May and likely has more than one planned for 2019. The launch-hungry venture will need as many Falcon 9 boosters as it can get – the more, the merrier. Heading into Q3 2019, SpaceX’s first crewed launch of Crew Dragon (DM-2) is in need of a new Falcon 9 Block 5 rocket and is reportedly scheduled no earlier than (NET) October. One of the cores spotted in the last week or so could be that very rocket, arriving early due to the gravity of DM-2 and the need to double, triple, and quadruple-check the hardware to best ensure mission success.
At the end of the day, the most likely explanation is that one of the boosters spotted is new, while one is B1046 or B1049. This is supported by the fact that the second instance was coincidentally tracked throughout its journey, with fans in California, Tuscon, Louisiana, and Florida all catching glimpses between April 12th and April 17th. SpaceX static fires all unflown boosters in McGregor, Texas before they are delivered to a launch site, a procedure that typically takes no less than two weeks from arrival to departure. The booster spotted entering Florida on April 8th, however, does not seem to have been spotted by the same unofficial network of SpaceX fans.
Finally, there is a chance that one of these boosters is a new Falcon 9 assigned to SpaceX’s next Cargo Dragon mission to the International Space Station. CRS-17 is scheduled for launch on April 26th, cutting it extremely close for the booster to be arriving just two weeks before its static fire test.
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Elon Musk
SpaceX’s newest logo confirms everything about what it’s become
SpaceX officially absorbed xAI under the SpaceXAI brand, completing the largest private merger in history.
SpaceX made its corporate transformation official in May 2026 when Elon Musk posted on X that xAI would cease to exist as a standalone company. “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX,” he wrote.
A new SpaceXAI logo was announced today, visually embedding the xAI letters inside the SpaceX identity, which can be seen as a deliberate design choice that signals the merger is not a partnership but a full absorption and XAi a core function of the same company. The same way Starlink is not a separate brand but a SpaceX product. The announcement closed the loop on a process that began February 2, 2026, when SpaceX acquired xAI in the largest private merger in history, valued at $1.25 trillion. SpaceX at $1 trillion and xAI at $250 billion.
We are now @SpaceXAI. pic.twitter.com/ema66xDWC9
— SpaceXAI (@SpaceXAI) July 6, 2026
The reason SpaceX bought xAI was stated plainly by Musk at the time of the deal: to build orbital data centers. SpaceX had simultaneously filed with the FCC to launch up to one million satellites designed to function as AI compute nodes in low Earth orbit, escaping what Musk described as the energy constraints limiting AI development on Earth.
xAI provided the AI software stack, with Grok, the X platform, and the Colossus supercomputer infrastructure in Memphis with over 220,000 NVIDIA GPUs, while SpaceX provided the rockets, Starlink, and the capital base to fund it. The two companies needed each other. xAI was burning $2.5 billion in losses on $250 million in revenue. SpaceX was generating an estimated $8 billion in profit on $15 billion in revenue and needed an AI narrative to command the valuation it was targeting for its IPO.
What SpaceX has done, regardless of how the orbital AI vision ultimately plays out, is walk into a public market as something no company has been before: a rocket manufacturer, satellite internet provider, AI software company, social media platform, and supercomputer operator under one ticker. Whether that combination is worth $2 trillion depends entirely on which of those businesses you believe in most.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
For years, there have been images and videos across social media platforms that have reminded me of when I was a 15-year-old kid teased by “Xbox 720” videos on YouTube. These videos are of the supposed “Tesla Phone” that Elon Musk was secretly developing in between leading Tesla with its electric cars and SpaceX with its reusable rockets.
Would you buy a Tesla phone ? pic.twitter.com/aaTwvvIJit
— Tesla Owners Silicon Valley (@teslaownersSV) October 6, 2023
Although Musk has put those rumors to bed several times, it was never completely out of the realm that he could get involved in cell phones in some capacity. Think outside the box and more macro-level, though. Instead of reinventing the computer, Musk reinvented connectivity by developing Starlink with SpaceX.
It could be something similar, TD Cowen analyst Gregory Williams said in a note last week, where he hinted SpaceX could be gathering some steam to acquire T-Mobile.
Williams said it would be the “clear choice” for SpaceX if it decided to go through with a network acquisition. He also suggested AT&T.
The move would be possible through selling more of its own stock, which would help SpaceX raise the money to purchase T-Mobile, which would cost roughly $300 billion. It could be one of the moves SpaceX makes post-IPO in terms of an acquisition: it already acquired Cursor AI for $60 billion.
Other analysts, like Dan Ives of Wedbush, believe SpaceX and Tesla will eventually merge into one anyway, and that conglomeration could come as soon as this year, some have said.
The implications of SpaceX purchasing T-Mobile are massive. A combined entity would create a truly ubiquitous network: T-Mobile’s terrestrial 5G towers and Starlink’s growing constellation of Direct-to-Cell satellites. This would essentially eliminate dead zones across the U.S. and potentially globally.
SpaceX would instantly become a full-scale facilities-based carrier with satellite differentiation; a huge advantage. This would pressure AT&T and Verizon heavily.
There are also concerns like a potential reduction in long-term competition, and of course, a deal of that size would face intense scrutiny from government agencies.
The strategic fit is compelling due to the existing Starlink–T-Mobile partnership and complementary technologies (space + terrestrial). It could create a dominant integrated communications player. However, the regulatory, financial, and execution hurdles are enormous — this remains highly speculative with no indication SpaceX is actively pursuing it right now.
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