News
SpaceX Falcon Heavy rocket rolls to pad for Tuesday launch, dual booster landing
A SpaceX Falcon Heavy rocket has rolled out to Kennedy Space Center Pad 39A for its first launch (and dual booster landing) in almost three and a half years.
Missing its payload fairing and the US Space Force’s classified USSF-44 payload, SpaceX’s fourth Falcon Heavy rocket rolled out to Pad 39A for the first time on October 25th. On the 27th, the rocket successfully fired up all 27 of its first-stage Merlin 1D engines, reasserting its status as the most powerful operational rocket in the world. On October 30th, SpaceX finally brought Falcon Heavy horizontal and rolled the rocket back to Pad 39A’s integration hangar, where the USSF-44 mission’s several payloads – safely stowed inside a payload fairing – were installed on the rocket.
24 hours later, Falcon Heavy – now fully assembled – departed the hangar again. According to the US Space Systems Command (SSC), despite the exceptionally late rollout on October 31st, SpaceX is on track to launch Falcon Heavy no earlier than (NET) 9:41 am EDT (13:41 UTC) on Tuesday, November 1st.
As previously discussed on Teslarati, USSF-44 will be SpaceX’s first attempt at a direct launch to a geostationary orbit (GEO) some ~36,000 kilometers (~22,400 mi) above Earth’s surface, where spacecraft can hover motionless over their region of choice. To accomplish that feat, Falcon Heavy’s upper stage will need to survive a roughly six-hour coast in the harsh vacuum of space, likely making USSF-44 one of the most challenging missions SpaceX has ever attempted.
“Long orbital coasts of six or so hours are necessary for some of the most challenging launch trajectories. Direct-to-geostationary launches are the most common mission requiring long coast capabilities and are often demanded by the US military. When Falcon’s upper stage gets too cold, its kerosene fuel – which freezes at a much higher temperature than Falcon’s liquid oxygen oxidizer – becomes viscous and slush-like before it becomes solid. If ingested in Falcon’s Merlin Vacuum engine, slushy fuel would likely prevent ignition or outright destroy it.“
Teslarati.com – October 10th, 2022
Simultaneously, while worrying about kerosene fuel getting too cold, SpaceX must also ensure that the Falcon upper stage’s cryogenic liquid oxygen (LOx) oxidizer doesn’t boil into gas. If too much LOx warms up and has to be vented out as it turns to gas, the Falcon upper stage could find itself without enough propellant to complete its geostationary orbit circularization burn.
LOx is far less stable, which makes it a bit ironic that the upper stage’s fuel tank bares the only visible sign of the tweaks needed to survive a long coast. To keep the RP1 fuel warmer in orbit, SpaceX has added a layer of grey paint to the RP1 tank, increasing the amount of heat that can be absorbed through unfiltered sunlight. The uninsulated LOx tank, meanwhile, benefits from the unintuitive fact that a cryogenic liquid can stay liquid for a surprisingly long time because some of it warms up and boils off as a gas, sacrificing a small quantity to keep the rest cool.
According to the US Space Force, USSF-44 will carry several “various payloads” attached to the second Northrop Grumman “Long Duration Propulsive EELV (Evolved Expendable Launch Vehicle) Secondary Payload Adapter” or LDPE-2 – essentially a long-duration kick stage. Cataloged on EverydayAstronaut.com, the payloads include two Lockheed Martin LINUSS-A cubesats that will demonstrate a handful of new technologies and capabilities; TETRA-1, a microsat built by Millenium Space Systems to test on-orbit maneuverability; and a communications satellite prototype called USUVL. Spaceflight Now reports that LPDE-2 will carry three hosted payloads and deploy three satellites.
Finally, a recent Space Systems Command press release [PDF] mentioned a mysterious “Shepard demonstration” – likely a second propulsive kick stage – for the first time, which almost nothing is known about. It’s unclear if there is a main classified satellite the mission revolves around or if USSF-44 is simply a collection of various rideshare payloads headed to GEO.
Regardless, to launch them directly into geostationary orbit, USSF-44 will mark the first time SpaceX intentionally expends a Falcon Heavy booster. Over three previous launches, SpaceX only managed to land a Falcon Heavy center core once, but that core then tipped over and was destroyed at sea. Two other attempts resulted in failed landings. USSF-44 will continue that trend. Falcon Heavy’s twin side boosters will attempt to continue a more positive trend of simultaneous side-by-side landings and boost back to Florida to touch down at SpaceX’s LZ-1 and LZ-2 pads. SpaceX will also attempt to recover both halves of Falcon Heavy’s payload fairing a record-breaking 1410 kilometers (876 mi) off the Florida coast.
SpaceX says weather is 90% favorable for Falcon Heavy’s November 1st launch attempt. Stay tuned for a link to the company’s official webcast.
Investor's Corner
Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent
Tesla (NASDAQ: TSLA) beat Wall Street expectations of 406,000 vehicles delivered in Q2 by reporting 480,126 deliveries for the three months ending in June.
Tesla reported it delivered 467,762Â Model 3 and Model Y units, while 12,364 Model S, Model X, and Cybertrucks switched hands during the quarter. The Model S and Model X were officially sunset this past quarter and will no longer be part of the company’s Production & Delivery reports moving forward.
🚨 BREAKING: Tesla delivered 480,126 vehicles in Q2, ANNIHILATING Wall Street expectations of 406,000. Production was reported at 451,758.
Deliveries:
Model 3/Y: 467,762
Other Models: 12,364Production:
Model 3/Y: 442,936
Other Models: 8,822 https://t.co/TTHwQAsKt8 pic.twitter.com/7qI4Zj6FE5— TESLARATI (@Teslarati) July 2, 2026
The quarter is a pleasant surprise and a good rebound from Q1, when Tesla slightly missed the Wall Street consensus of 365,645 cars by reporting 358,023 deliveries for the first three motnhs of the year.
Energy storage deployments also provided some strength in Tesla’s delivery report, hitting 13.5 GWh for Q2. This is a particular division of Tesla’s business that has been overwhelmingly robust over the past few years, truly being a strong point of the company’s overall model.
For the year, Tesla analysts still predict deliveries to trend in the 1.69 million unit region, a modest 3 to 5 percent increase from the 1.64 million cars the company delivered last year. Tesla will likely return to more sequential and noticeable year-over-year growth as the Cybercab project starts to ramp up considerably in the next few years.
Tesla has some other potential catalysts to spur vehicle deliveries, too. Not only is it expecting Cybercab to truly start making a change in the next few years, but other vehicles could be entering the company’s lineup.
Tesla sends production Cybercab with no steering wheel, pedals to on-road testing
The slightly longer Model Y L has been a highly speculated release candidate in the U.S. It has already done incredibly well in China, and U.S. buyers have been wanting slightly more interior space than the Model Y. Now that the Model X is gone, it is more needed than ever.
Q2 highlights a pretty stable automotive division within Tesla, and no true concerns arise from these figures, especially considering it managed to beat expectations convincingly.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent
Tesla Optimus project fires up as Musk sees production line progress
