News
SpaceX doubleheader struck down by poor weather
Update: The first of two SpaceX launch attempts scheduled on Tuesday, November 22nd has been called off by poor weather. The weather for the second attempt, carrying a Eutelsat communications satellite, is expected to be just as poor, but SpaceX is still working towards a 9:57 pm EST (02:57 UTC) launch in spite of CRS-26’s bad luck.
SpaceX says it will attempt to launch two Falcon 9 rockets six hours apart after delaying a mission that was scheduled to lift off on November 21st.
The weather at Cape Canaveral is expected to be poor, with just a 10% chance of favorable conditions. But SpaceX says it will still attempt to launch the Eutelsat 10B communications satellite around 9:57 pm EST (2:57 UTC) on Tuesday, November 22nd, after delaying a November 21st attempt “to allow for additional pre-flight checkouts.” Only a few days prior, SpaceX indefinitely delayed a different Falcon 9 launch after apparently uncovering a problem during prelaunch testing. That problem was significant enough for SpaceX’s West Coast drone ship to return to port, guaranteeing a multi-day delay.
Despite back-to-back delays caused by apparent technical issues with two other Falcon 9 rockets, SpaceX’s next Cargo Dragon resupply mission to the International Space Station remains on track to launch as early as 3:54 pm EST (20:54 UTC) on November 22nd.
In the days prior, even Dragon’s CRS-26 mission didn’t escape unscathed. SpaceX discovered a small leak in the Dragon spacecraft earlier this month, forcing it to push the launch from November 21st to November 22nd. Before that, CRS-26 was delayed from November 18th to the 21st in the wake of Hurricane Nicole. Out of coincidence, the combination of the hurricane, Dragon leak, and unspecified issues with Eutelsat 10B’s rocket or payload have placed the launches just over six hours apart.
24 hours out, US Space Launch Delta 45 (formerly the 45th Space Wing) predicts just a 10% chance of favorable conditions for CRS-26 and Eutelsat 10B. The odds that both launches will thread a different 1-in-10 needle six hours apart are not great. Eutelsat 10B has a backup window on November 23rd with a 60% chance of favorable weather, while CRS-26’s next opportunity is November 26th.
CRS-26 will launch several thousand pounds of food, water, supplies, and a third set of upgraded solar arrays to the International Space Station (ISS). The mission will debut a new Falcon 9 booster (B1076) and the fourth and final reusable Cargo Dragon 2 spacecraft (Capsule C211).
In an unusual first, Eutelsat 10B will be the third SpaceX launch this month to intentionally expend a Falcon booster as Falcon 9 B1049 – the oldest in the fleet – flies its eleventh and final mission. The well-worn booster’s sacrifice will help boost the 5.5-ton (~12,000 lb) Eutelsat 10B communications satellite into a higher transfer orbit than usual, likely shaving weeks off the orbit-raising process and allowing it to enter service sooner. SpaceX will still attempt to recover Falcon 9’s payload fairing (nosecone) halves more than a thousand kilometers downrange.
News
Tesla expands Robotaxi app access once again, this time on a global scale
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
Tesla has expanded Robotaxi app access once again, but this time, it’s on a much broader scale as the company is offering the opportunity for those outside of North America to download the app.
Tesla Robotaxi is the company’s early-stage ride-hailing platform that is active in Texas, California, and Arizona, with more expansion within the United States planned for the near future.
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
The platform has massive potential, and Tesla is leaning on it to be a major contributor to even more disruption in the passenger transportation industry. So far, it has driven over 550,000 miles in total, with the vast majority of this coming from the Bay Area and Austin.
First Look at Tesla’s Robotaxi App: features, design, and more
However, Tesla is focusing primarily on rapid expansion, but most of this is reliant on the company’s ability to gain regulatory permission to operate the platform in various regions. The expansion plans go well outside of the U.S., as the company expanded the ability to download the app to more regions this past weekend.
So far, these are the areas it is available to download in:
- Japan
- Thailand
- Hong Kong
- South Korea
- Australia
- Taiwan
- Macau
- New Zealand
- Mexico
- U.S.
- Canada
Right now, while Tesla is focusing primarily on expansion, it is also working on other goals that have to do with making it more widely available to customers who want to grab a ride from a driverless vehicle.
One of the biggest goals it has is to eliminate safety monitors from its vehicles, which it currently utilizes in Austin in the passenger’s seat and in the driver’s seat in the Bay Area.
A few weeks ago, Tesla started implementing a new in-cabin data-sharing system, which will help support teams assist riders without anyone in the front of the car.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
As Robotaxi expands into more regions, Tesla stands to gain tremendously through the deployment of the Full Self-Driving suite for personal cars, as well as driverless Robotaxis for those who are just hailing rides.
Things have gone well for Tesla in the early stages of the Robotaxi program, but expansion will truly be the test of how things operate going forward. Navigating local traffic laws and gaining approval from a regulatory standpoint will be the biggest hurdle to jump.
Investor's Corner
Tesla gets price target boost, but it’s not all sunshine and rainbows
Tesla received a price target boost from Morgan Stanley, according to a new note on Monday morning, but there is some considerable caution also being communicated over the next year or so.
Morgan Stanley analyst Andrew Percoco took over Tesla coverage for the firm from longtime bull Adam Jonas, who appears to be focusing on embodied AI stocks and no longer automotive.
Percoco took over and immediately adjusted the price target for Tesla from $410 to $425, and changed its rating on shares from ‘Overweight’ to ‘Equal Weight.’
Percoco said he believes Tesla is the leading company in terms of electric vehicles, manufacturing, renewable energy, and real-world AI, so it deserves a premium valuation. However, he admits the high expectations for the company could provide for a “choppy trading environment” for the next year.
He wrote:
“However, high expectations on the latter have brought the stock closer to fair valuation. While it is well understood that Tesla is more than an auto manufacturer, we expect a choppy trading environment for the TSLA shares over the next 12 months, as we see downside to estimates, while the catalysts for its non-auto businesses appear priced at current levels.”
Percoco also added that if market cap hurdles are achieved, Morgan Stanley would reduce its price target by 7 percent.
Perhaps the biggest change with Percoco taking over the analysis for Jonas is how he will determine the value of each individual project. For example, he believes Optimus is worth about $60 per share of equity value.
He went on to describe the potential value of Full Self-Driving, highlighting its importance to the Tesla valuation:
“Full Self Driving (FSD) is the crown jewel of Tesla’s auto business; we believe that its leading-edge personal autonomous driving offering is a real game changer, and will remain a significant competitive advantage over its EV and non-EV peers. As Tesla continues to improve its platform with increased levels of autonomy (i.e., hands-off, eyes-off), it will revolutionize the personal driving experience. It remains to be seen if others will be able to keep pace.”
Additionally, Percoco outlined both bear and bull cases for the stock. He believes $860 per share, “which could be in play in the next 12 months if Tesla manages through the EV-downturn,” while also scaling Robotaxi, executing on unsupervised FSD, and scaling Optimus, is in play for the bull case.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Meanwhile, the bear case is placed at $145 per share, and “assumes greater competition and margin pressure across all business lines, embedding zero value for humanoids, slowing the growth curve for Tesla’s robotaxi fleet to reflect regulatory challenges in scaling a vision-only perception stack, and lowering market share and margin profile for the autos and energy businesses.”
Currently, Tesla shares are trading at around $441.
News
Tesla Optimus dramatically collapses after teleoperator mishap
It seemed blatantly obvious that whoever was controlling the Optimus robot from behind the scenes did not disconnect their ability to manipulate its movements
Tesla Optimus dramatically collapsed after a teleoperator mishap at the company’s “Future of Autonomy Visualized” event in Miami this past weekend.
It seemed blatantly obvious that whoever was controlling the Optimus robot from behind the scenes did not disconnect their ability to manipulate its movements, then left the controls, causing Optimus to collapse.
A video captured at the event shows Optimus doing a movement similar to taking a headset off, likely what the teleoperator uses to hear guest requests and communicate with other staff:
🚨 Tesla Optimus mishap at the Miami event
To be fair, don’t we all want to do this around the Holidays? pic.twitter.com/EJ5QKenqQd
— TESLARATI (@Teslarati) December 8, 2025
After the headset removal motion was completed, Optimus simply collapsed backward, making for an interesting bit of conversation. While it was a mishap, it was actually pretty funny to watch because of the drama displayed by the robot in the situation.
This was obviously a mistake made by the teleoperator, and does not appear to be a spot where we can put any sort of blame on Optimus. It would have likely just stood there and waited for controls to resume if the teleoperator had disconnected from the robot correctly.
However, details are pretty slim, and Tesla has not announced anything explaining the situation, likely because it seems to be a pretty face-value event.
Tesla Optimus shows off its newest capability as progress accelerates
The Tesla Optimus program has been among the most hyped projects that the company has been working on, as CEO Elon Musk has extremely high hopes for what it could do for people on Earth. He has said on several occasions that Optimus should be the most popular product of all time, considering its capabilities.
Obviously, the project is still a work in progress, and growing pains are going to be part of the development of Optimus.
In its development of Optimus Gen 3, Tesla has been working on refining the forearm, hand, and fingers of Optimus, something that Musk said is extremely difficult. However, it’s a necessary step, especially if its capabilities will not be limited by hardware.
All in all, Optimus has still been a very successful project for Tesla, especially in the early stages. The company has done an excellent job of keeping Optimus busy, as it helps with serving customers at events and the Tesla Diner, and is also performing tasks across the company’s manufacturing plants.