News
SpaceX readies for upcoming February launches
Although no major announcements from SpaceX regarding its upcoming February 14th and February 28th missions have been released, small details about the company’s progress have been picked up through social media and press inquiries as SpaceX fans count down to the next launches.
Under Construction: Launch Pads
First up is the construction status of historic Launch Complex 39A, the pad that SpaceX has been renovating from its Apollo-era days. Upon completion, this pad will host the Falcon Heavy vehicle once development has completed along with all upcoming Falcon 9 Florida launches until other pads currently under construction become available. Some of the pad progress being made in preparation for launch has been tracked by fans and shared on social media.
https://www.instagram.com/p/BQHUvzjFLz8/
Next are the reconstruction plans for Launch Complex 40 to repair the damage caused from the September 1, 2016 launch pad fire. SpaceX President Gwynne Shotwell confirmed in a recent Reuters article that this pad will be repaired for Falcon 9 use rather than refitted for Falcon Heavy. Shotwell quoted a $100 million dollar price tag to make a complete switch, an amount not justified given the 50% less cost estimate to only repair the damaged pad.
Countdown to Launch: NASA
Other than rescheduling the mission ahead of the EchoStar 23 launch, SpaceX’s upcoming February 14, 2017 CRS-10 launch to the International Space Station (ISS) has not had any major updates (or rescheduling) published. The pre-launch static fire is tentatively scheduled for February 8th, and this will be the first SpaceX rocket to launch from pad 39A.
Also, at KSC, the Falcon 9 S1 for CRS-10 is hoping to Static Fire on Feb 8 (NET), pending completion of 39A work. https://t.co/sJzLf6XZyM
— NSF – NASASpaceflight.com (@NASASpaceflight) February 1, 2017
-
As an interesting note for fans, however, NASA included this launch in its NASA Social program wherein 50 social media communicators were selected to attend a two-day behind the scenes event. Per NASA’s web site, selected participants will have the opportunity to:
- View the launch of SpaceX’s Falcon 9 rocket
- Tour NASA facilities at Kennedy Space Center
- Speak with representatives from NASA
- View and take photographs of the Falcon 9 rocket at SpaceX’s Launch Complex 39A
- Meet fellow space enthusiasts who are active on social media
- Meet members of NASA’s social media team
NASA opens events up to social media participants regularly, and past events have included other launches, the arrival of the Juno spacecraft at Jupiter, and behind the scenes opportunities during major discussion panels and announcements.
A Twitter search for tweets containing the @NASASocial handle will reveal several of the winners who chose to announce their acceptance into the February 14th SpaceX launch event. The hashtags #NASASocial and #Dragon will also be used.
Countdown to Launch: EchoStar 23
The February 28, 2017 launch of EchoStar 23 will attempt to set a spaceflight record by launching with the first recovered and refurbished rocket core. As previously reported, the recovered core being used will aim to make history twice, one being the first core landed on an autonomous droneship off the coast of Florida, and the other being the first recovered rocket core to be re-flown.
SpaceX’s facility in McGregor, Texas has been busy testing the first stage core for re-use in the EchoStar 23 mission. Residents near the location who are active on unofficial SpaceX social media outlets aren’t shy to tell all about the tests as they hear them. Some residents even provide regular reports of the activity, including the number and length of the fires, and further speculate what else the company is up to.
SpaceX took to social media itself regarding these tests and published a photo of one on its Instagram account.
https://www.instagram.com/p/BP8zK2DFxhq/?taken-by=spacex
No News is Good News
As the dates move closer, the scheduling for the upcoming launches will likely adjust as many factors affecting them are still in the air. Weather is always a question, and the status of launch pad 39A is still unknown.
-
Despite the numerous, multi-front approach SpaceX is tackling to meet all of its launch and construction objectives, the company is still confident it will be able to meet its fast-paced launch schedule over the next year.
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
