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SpaceX adds mystery Falcon 9 launch to packed October manifest
SpaceX FCC paperwork has revealed the addition of an unidentified Falcon 9 launch to the company’s packed October manifest, ranging from several Starlink missions to Crew Dragon’s first operational astronaut launch.
Under the US Federal Communications Commission (FCC), companies must submit an application for permission to communicate with their rocket for every single launch. While a major annoyance for those companies and an undeniably clunky process, those applications for “special temporary authority” (STAs) to communicate are one of the only ways members of the public can independently monitor and forecast US launch activities. For SpaceX, the company typically applies for multiple STAs for every single launch, including specific applications for booster launches, landings, and preflight ground tests.
The separate STAs can be connected with a “Mission Number” SpaceX associates each one with, while coordinates included to designate the area of landing communications (i.e. the drone ship recovery zone) often reveals a mission’s trajectory. Combined, STAs can often be used to identify the exact mission (i.e. a Starlink launch, Crew Dragon, etc.). STAs for SpaceX’s upcoming Crew Dragon Crew-1 and Cargo Dragon CRS-21 missions, as well as several Starlink launches, have already been identified.
Thanks to bad weather and a flurry of ULA delays, SpaceX’s October manifest is currently packed with three Starlink missions, a GPS III satellite launch for the US military, and Crew Dragon’s first operational astronaut mission to the International Space Station (ISS). Barring a miracle, ULA’s latest Delta IV Heavy launch delay has pushed SpaceX’s GPS III SV04 mission to October 1st.
Starlink-12 – SpaceX’s 11th Starlink mission this year and 13th overall – is tentatively set to follow GPS III SV04 at 9:17 am EDT (13:17 UTC) on October 1st. Starlink-13 and Starlink-14 are then scheduled to launch no earlier than mid-to-late-October. Finally, SpaceX and NASA are in the final stages of preparing for Crew Dragon’s Crew-1 mission – the spacecraft’s first operational delivery of astronauts to the ISS – as soon as October 31st (Halloween).
A new Sirius XM radio satellite (SXM-7) could launch on a Falcon 9 rocket on November 6th. On the West Coast, SpaceX’s first California mission since June 2019 could launch on November 10th. SpaceX and NASA are also targeting the launch debut of an upgraded Cargo Dragon 2 resupply spacecraft on a mission known as CRS-21, scheduled to lift off NET November 15th. Last but assuredly not least, Turkey’s Turksat 5A communications satellite could launch as early as November 31st. No Starlink missions are currently scheduled in November but it’s safe to assume that there will be at least one or two. Altogether, SpaceX already has five launches scheduled in October and four set for November. While undeniably prolific, SpaceX has never launched more than three times in one month.
Now, on top of that swath of firm launches, mysterious “SpaceX Mission 1512” has joined the fray. Based on the FCC STA request, the mission is scheduled to launch no earlier than (NET) October 3rd (with a six-month window) and will include a return-to-launch-site (RTLS) Falcon 9 booster landing. The RTLS landing in particular substantially constrains the mission and means – right off the bat – that it can’t be for Starlink, while also ruling out Cargo Dragon CRS-21 (an RTLS landing STA already exists) and Crew Dragon Crew-1 (drone ship landing). Simply put, an RTLS rules out every other launch on SpaceX’s 2020 manifest beyond a rideshare mission tentatively scheduled in December, and SpaceX almost never files for STAs months in advance.
That leaves some kind of unannounced, mystery mission. Only once in SpaceX’s history has the company conducted an unannounced launch – unsurprisingly for some unknown branch of the US military or espionage apparatus. Known as Zuma and still shrouded in secrecy, it followed an almost identical pattern, revealed only through FCC launch and landing communications requests and rumors in 2017 before a January 2018 launch. Although Northrop Grumman was thrown under the bus for a failed payload adapter that may or may not have doomed the satellite, no federal agency has taken credit for the mission – unspeakably odd as far as spaceflight goes.
At the time, unofficial rumors published on Reddit implied that Zuma would only be the first of many similar missions. The claimed failure of a spring-like deployment mechanism and loss of spacecraft – believed to be worth one or several billion dollars – just hours after launch would have unsurprisingly thrown a wrench into those gears. Now, almost three years later and in the midst of an exceptionally busy period of several important launches, could SpaceX be preparing for Zuma-2?
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Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
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Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
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Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.
Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design.
Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.
Exterior and interior refinements
The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket.
Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well.
Cybercab sightings
Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.
Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time.
Another Tesla Model 3 variant sold out for January 2026 in China
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
