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SpaceX, NASA batten down the hatches as another storm approaches Florida
SpaceX, NASA, and the rest of the Kennedy Space Center (KSC) and Cape Canaveral Space Force Station (CCSFS) are doing what they can to prepare for Tropical Storm Nicole’s imminent arrival.
The somewhat unexpected storm grew quickly in recent days and has become a system that could at least partially threaten the Space Coast and its tenants. After the likelihood of favorable weather conditions dropped to just 20% on November 7th, SpaceX announced later the same day that it would delay its next Falcon 9 launch from November 8th to no earlier than (NET) November 12th. Increasingly tight scheduling of one of SpaceX’s two Florida pads will likely trigger delays for at least two or three more November launches, magnifying the storm’s immediate impact.
In comparison, the situation facing NASA could become more serious. On November 4th, for the fourth time since April 2022, NASA rolled its first Space Launch System (SLS) rocket to KSC’s LC-39B pad for a third launch attempt. Due to a combination of the storm’s quick growth and the nature of the SLS rocket, the design of which was dictated more by political expediency than rational engineering, the agency was reluctant to roll the rocket back to shelter. By the time it was clear that Nicole would impact Cape Canaveral, it was too late for NASA to complete the multi-day rollback process.
In late September, Hurricane Ian created a similar situation. The threat of the tail-end of the storm bringing winds higher than the SLS rocket is rated to survive forced NASA to abandon a third launch attempt and instead roll SLS back to the Vehicle Assembly Building (VAB), which is rated to survive even a Category 5 hurricane. According to NASA, SLS is designed to withstand wind gusts as high as 137 km/h (85 mph). Even then, some senior officials were brazenly reluctant to stand down. Every round trip to and from the VAB guarantees weeks of delays before the next possible launch attempt. Additionally, while NASA has refused to offer more context, each crawler ride seemingly takes a toll on the SLS rocket, meaning that the vehicle can only handle a limited number of rollbacks before unspecified issues begin to arise.
As a result, even though high winds could apparently damage the first SLS rocket and orbit-capable Orion spacecraft, which represent 10-15 years of work and would cost a minimum of $4.1 billion to replace, NASA was nearly willing to play chicken with a hurricane. Ultimately, someone in the agency saw reason and took the threat seriously enough to return the rocket to the safety of the VAB. But just six weeks later, with no evidence that NASA seriously considered a rollback before it was too late, SLS is stuck at Pad 39B while an increasingly threatening tropical storm – verging on a Category 1 hurricane – approaches the Space Coast.
Because the rollback process (which takes about a day) requires days of preparation, NASA would have had to decide to return SLS to the VAB days in advance. Instead, even though NASA was already aware that a storm system was developing, the agency decided to roll the rocket out of the VAB to LC-39B late on November 3rd. Had NASA merely delayed rollout by a few days to allow forecasts of the storm system to become more confident, it’s unlikely that it would have moved forward with its rollout plans as the storm’s predicted impact worsened.
When Hurricane Ian threatened KSC, NASA decided to roll SLS back to the VAB after the odds of sustained hurricane-force winds grew to 6%. That makes NASA’s decision to roll SLS to the pad when it had a forecast showing a 4% chance of similar winds even stranger.
SLS will be forced to weather the storm while sitting unprotected at the launch pad. As of November 7th, NOAA models predicted a 7% chance of hurricane-force winds at Kennedy Space Center. The odds increased to 15% 12 hours later – briefly equivalent to Russian roulette. The latest forecast has dropped to a 10% chance of sustained wind speeds of 120 km/h (75 mph) or higher. It’s unclear what the SLS rocket’s tolerance for sustained winds is, but it’s likely lower than its tolerance for gusts of up to 85 mph.
With any luck, Nicole will fall on the right side of NASA’s gamble. In the meantime, to “provide sufficient logistical time to get back into launch status following the storm,” NASA has delayed its third SLS launch attempt from November 14th to November 16th. The bulk of Nicole’s impact will begin to be felt at KSC as early as November 9th and should last for several days.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
