News
SpaceX seeks approval for Starlink internet tests on high-performance govt. planes
According to updated regulatory documents and recent Aviation Week interviews with the US Air Force Research Laboratory, it can be all but guaranteed that the USAF has begun working with SpaceX to test the feasibility of using the company’s planned Starlink satellite internet constellation for military communications purposes.
In early August, SpaceX updated regulatory documents required by the Federal Communications Commission (FCC) for the company to be permitted to experimental test its two prototype Starlink internet satellites, named Tintin A and B. Launched roughly six months ago as a copassenger on one of SpaceX’s own Falcon 9 rockets, the satellite duo has been quietly performing a broad range of tests on orbit, particularly focused on general satellite operations, orbital maneuvering with SpaceX’s own custom-built electric propulsion, and – most importantly – the experimental satellites’ cutting-edge communications capabilities.
The orbit histories of @SpaceX's Tintin A/B Starlink prototype satellites, launched in February! Some thoroughly intriguing differences in behavior over the six months they've spent on-orbit. Data and visualizations generated by the lovely https://t.co/xKOdbP89tz. pic.twitter.com/a8CfQaZJep
— Eric Ralph (@13ericralph31) August 9, 2018
Per a public summary of the application update, SpaceX is awaiting FCC permission to begin a new series of tests of its prototype satellite internet network, this time highlighting an intriguing interest in applying Starlink connectivity to moving aircraft in order to provide them an exceptionally flexible and powerful suite of communications capabilities.
“SpaceX seeks to modify its experimental authorization to allow testing of two different antennas, both of which will operate on the ground and one of which will also operate from a moving aircraft.”
In those same documents, the company states that it is “working with a manufacturer of conformal antennas for tactical aircraft” to design and build “a custom installation kit consisting of mechanical plates for the low-profile antennas and fairings reducing wind drag”, seemingly indicating that SpaceX itself intends to supply the phased array antennae itself. Normally, this sort of testing would be fairly mundane and expected for any global satellite network, as one of the largest markets for satellite internet connectivity happens to be commercial aviation, particularly airlines and passenger entertainment.
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- SpaceX’s first Starlink prototypes launched in late February aboard a flight-proven Falcon 9 booster. (Pauline Acalin)
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- One of the first two prototype Starlink satellites separates from Falcon 9’s upper stage in February 2018. (SpaceX)
However, the plot thickens beyond that extent thanks to a few select phrases. Most tellingly, the company writes that it “will perform a series of tests with the integrated airborne prototype terminal … varying motion for representative roll and pitch rates of a high-performance aircraft“, later also describing the program the update as a request for permission for “additional test activities undertaken with the federal government.”
It just so happens that the US Air Force’s Research Laboratory (AFRL) spoke with Aviation Week earlier this year (just weeks after SpaceX’s first prototype satellites had launched, in fact) about a nascent program exploring the potential utility of a spate of commercial Low Earth Orbit satellite internet constellations proposed for launch in recent years.
“To explore the art of the possible, AFRL is planning to contract with at least one commercial internet provider for a set of antennas that can be mounted onto Air Force test aircraft, Beal says. The team will then fly the aircraft … directly under the associated satellites and establish a communications path.” – Lara Seligman/AviationWeek
As of publishing then (March 2018) and now, SpaceX is the only company in the world to have launched a pair of functional demonstration satellites as a part of its proposed megaconstellation, meaning that it’s the only company that has a (technically) operational network with which they can test inter-satellite connectivity, connection hand-offs between different satellites, and multi-satellite operations.
While it’s currently unclear how that series of tests transpired and if they were or are officially connected to the AFRL’s own program, the briefest thought of the USAF (and thus the Department of Defence) as a prospective anchor customer for SpaceX’s Starlink constellation is extraordinarily exciting, especially given the apparent difficulties and costs associated with actually deploying even the first wave (~900 satellites) of such a massive constellation (~4500 satellites total).
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla has expanded the footprint of a massive safety feature worldwide with a recent Software Update labeled as 2026.20.6. The expansion of the “Blind Spot Warning While Parked” feature represents the more widespread availability of the feature, which aims to prevent “dooring.”
Dooring is when a driver or passenger opens a car door into the path of an oncoming road user, usually a cyclist or motorcyclist. It is among the most common types of cycling accidents, the League of American Bicyclists says.
For this reason, Tesla created a feature that warns occupants not to open the door because an object is approaching. The feature will sound a chime, and it will also delay the opening of the door to prevent an incident.
The release notes state (via Not a Tesla App):
“If you attempt to open a door while an approaching object is detected in your blind spot (for example, a bicyclist approaching from behind) a chime sounds, and your door will not open upon initial button press. Wait a short time and press the button a second time to override the warning.”
Tesla initially rolled out this feature back in 2024 with the Model 3 “Highland.” However, it remained with the Model 3 exclusively for over a year; that was until Tesla added it to the Cybertruck this past Spring.
Now, it is making its way to the new Model Y, 2021 and newer Model S, and 2021 or newer Model X.
The prevention of dooring incidents could eliminate many injuries to cyclists, especially in an urban setting. Dooring accounts for 10-20 percent of bike-related crashes in major cities, and over 17,000 dooring-related incidents were treated in the U.S. over the course of a decade. These usually involve fractures, contusions, and head trauma.
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
SpaceX gets initial stock coverage from Tesla’s biggest bull
