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SpaceX fan spots sooty Falcon 9 Block 5 booster at Kennedy Space Center
On July 2nd, Twitter user Sideralmente (@astroperinaldo) spotted a sooty Falcon 9 Block 5 booster arriving at SpaceX’s Pad 39A hangar facilities, currently operating as a sort of defacto refurbishment hub.
Likely a prelude to a near-term launch, SpaceX has several missions scheduled over the next few months. More likely than not, all of them will fly on flight-proven Falcon 9 boosters, now so common that launching new boosters has started to feel exceedingly rare and unusual. July 2nd’s booster spotting is also a rare (albeit slightly less rare) treat, given the general lack of access (aside from a bus tour) members of the public have to Kennedy Space Center’s operational facilities and the total lack of access they have to Cape Canaveral Air Force Station, home of SpaceX’s most active launch pad (LC-40).
CRS-18
Up next for SpaceX is Cargo Dragon CRS-18, the spacecraft’s second International Space Station (ISS) resupply mission this year. At least over the last 2-3 years, SpaceX and NASA have been fairly consistent with Cargo Dragon launches in the winter, late-spring/early-summer, and late-fall (Q1, Q2/Q3, Q4) for an average of three launches annually. 2018/2019 is no different: CRS-16 launched in early-December 2018 and CRS-17 in early-May 2019, while CRS-18 is scheduled to launch NET 7:35 pm ET, July 21st and CRS-19 is targeted for early-December 2019.
Meanwhile, CRS-18 is also expected to be the first time a NASA mission launches on a flight-proven Falcon 9 Block 5 booster, potentially paving the way for NASA’s first launch on a twice-flown Block 5 booster with CRS-19 – hopefully later this year. Of course, that subsequent milestone will depend on a successful launch and landing during CRS-18. Falcon 9 booster B1056 – previously tasked with launching CRS-17 on May 4th, 2019 – is assigned to the mission and has been speedily refurbished for its next mission. Assuming the static fire goes well and there are no anomalies over the next 11 days, B1056 will launch twice in 78 days, a close second to B1048, B1052, and B1053 – all tied for first place at 74 days.
AMOS-17
Following CRS-18, SpaceX’s next launch is expected to occur soon after, launching Spacecom’s AMOS-17 communications satellite on a Falcon 9 (likely flight-proven) no earlier than early-August, although the tail-end of July is also a possibility. This mission will be extremely symbolic, owing to the fact that AMOS-17 is effectively an insurance-funded replacement for AMOS-6, destroyed on September 1st, 2016 when Falcon 9 suffered a catastrophic failure.
Thankfully, since that failure nearly three years ago, Falcon 9 has performed admirably, suffering no publicly-known failures or partial failures during its primary mission, although SpaceX has suffered two failed booster landing attempts over the same period.
It’s possible that the mystery booster spotted above is meant for AMOS-17, although that’s far from certain. Based on an image showing the core number, it is almost certainly B104X, while the second digit could easily be a 7 or a 9. If the booster in question is B1047, the odds are much better that it’s wrapping up refurbishment and waiting at 39A for CRS-18 to launch before heading to LC-40.
Starlink?
On the other hand, if the booster in question is B1049, it can be all but guaranteed that AMOS-17 will not launch on it, the reason being that – quite literally burned by its last experience with Falcon 9 – Spacecom probably doesn’t want to be the first SpaceX customer to launch on a thrice-flown booster. At the same time, SpaceX is probably exceptionally conscious of the need to ensure mission success and has no interest in adding risk to the AMOS-17 mission profile, no matter how minor.
B1049 launched for the third time in support of SpaceX’s first dedicated Starlink launch on May 23rd, known internally as Starlink v0.9. At this point in time, B1046.3 is believed to be assigned to Crew Dragon’s in-flight abort (IFA) test, expected no earlier than Q4 2019. B1048.3’s status is unknown since the rocket successfully completed its third launch in February 2019. With B1049’s newfound history as the first SpaceX booster to launch on a completely internal mission, it would make a lot of sense for SpaceX to reuse B1049 for the next Starlink mission.
Simultaneously, SpaceX could demonstrate the first launch of a thrice-flown Falcon 9 booster without pushing that risk onto customers, opening up B1048 and future thrice-flown boosters for near-term commercial missions. A step further, this would set SpaceX up perfectly to use internal Starlink missions as full-fidelity demonstrations of booster reuse milestones, going from the four launches to five, six, seven, and beyond.
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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
