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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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Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
The analyst’s updated note
Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment.
“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote.
Tesla’s busy 2026
The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.
Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year.
Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.
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Waymo sues Santa Monica over order to halt overnight charging sessions
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities.
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Nuisance claims
As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock.
Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.
Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.
“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.
Waymo pushes back
In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.
The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses.
“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated.
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Tesla FSD v14.2.2 is getting rave reviews from drivers
So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others.
The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Owners highlight major improvements
Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.
Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.
Closer to unsupervised
FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
Waymo sues Santa Monica over order to halt overnight charging sessions
