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SpaceX still eyeing back-to-back East and West Coast launches this weekend
Update #2: SpaceX’s Starlink-15 launch has slipped to Sunday, November 22nd, roughly 36 hours after Sentinel 6A’s scheduled November 21st launch.
Update: Three days later, there’s still a chance that SpaceX will be ready to attempt back-to-back East and West Coast Falcon 9 launches on Saturday, November 21st, potentially launching twice in exactly ten hours if schedules hold.
On the West Coast, a new Falcon 9 rocket has successfully completed a routine static fire test and is likely just hours away from rolling out to SpaceX Vandenberg Air Force Base (VAFB) Space Launch Complex 4E (SLC-4E). The rocket is scheduled to place the international Sentinel 6A oceanographic satellite into a polar orbit, followed by booster B1063’s first landing attempt at Landing Zone 4 (LZ-4).
On the East Coast, Falcon 9 and 60 more Starlink v1.0 satellites went vertical at SpaceX’s Cape Canaveral Air Force Station (CCAFS) Launch Complex 40 (LC-40) pad. It’s unclear if SpaceX will perform a prelaunch static fire test despite the fact that the Starlink-15 mission will be booster B1049’s seventh flight – a first for SpaceX and orbital-class reusable rocketry.
Oddly, SpaceX has yet to update its website with details or confirmation of the two back-to-back launch attempts, raising the possibility of one or both being delayed, but hardware at the pad remains an unequivocal confirmation that at least one of the missions is close to liftoff. As usual, whenever Sentinel 6A and Starlink-15 do launch, SpaceX will host an official webcast on its YouTube channel.
SpaceX appears to be on track to attempt two separate Falcon 9 launches and landings within the same ten-hour, also marking the company’s 14th Starlink mission this year and first West Coast launch in a year and a half.
After overcoming a range of minor issues, replacing two Falcon 9 booster engines, effectively reactivating a dormant orbital launch complex, and doing all of the above to a standard capable of satisfying NASA’s strict expectations, SpaceX is officially set to launch the Sentinel 6A oceanography satellite no earlier than (NET) 9:17 am PST (16:17 UTC) Saturday, November 21st. The twist: Falcon 9 will be launching from Vandenberg Air Force Base (VAFB), California for the first time since June 2019.
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Meanwhile, back on the East Coast, SpaceX has successfully completed Crew Dragon’s operational astronaut launch debut, clearing the company to focus on its third November mission – Starlink V1 L15. Set to be SpaceX’s 14th dedicated Starlink launch in 2020 alone, Starlink-15 is currently scheduled to lift off NET 10:17 pm EDT (03:17 UTC) on November 21st – coincidentally exactly ten hours of Falcon 9’s Sentinel 6A launch.
SpaceX’s Sentinel 6A launch will debut new Falcon 9 booster B1063, first spotted on its way from the company’s McGregor, Texas test facilities to VAFB in late August. Unfortunately, when Falcon 9 booster B1062 suffered a last-second abort on October 2nd, the Merlin 1D booster engine issue ultimately deemed responsible for the anomaly was also traced back to B1061 and B1063.
As a result, SpaceX chose to replace an average of two Merlin 1D engines on each of the three boosters in a process that took several weeks. Additional difficulty was added due to the fact that all three new boosters were assigned to high-profile missions for exceptionally strict NASA and US military customers, necessitating extra caution and verification. Regardless of the hurdles, SpaceX managed to complete an entire complex rocket engine anomaly investigation in less than six weeks, determining the root cause, replicating the failure mode with individual engine static fires, replacing multiple engines on multiple boosters, and recertifying all three boosters for their respective flights.
Falcon 9 B1062 successfully launched the US military’s GPS III SV04 satellite on November 5th, followed by Falcon 9 B1061’s flawless four-astronaut launch on November 15th. Of the three impacted boosters, only B1063 remains and is scheduled to launch just four days from now. Barring surprises, all three will likely support one or several dozen more launches in the coming years.
Meanwhile, SpaceX’s November 21st Starlink-15 launch is expected to feature Falcon 9 B1049 in what will become the first time the same rocket booster flies for the seventh time. In essence, if successful, Starlink-15 will effectively mean that SpaceX is 70% of the way towards achieving its longstanding goal of ten launches per booster.
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
