Here’s what’s new from the past day across the platforms and companies we follow. Each item links to a full write-up with context and the original source.
SpaceX
- SpaceX Launches Bandwagon-5 Rideshare With Its Second Starfall Capsule: Falcon 9 flew the rideshare on Tuesday morning after a one-day recovery-weather delay, SpaceX confirmed all customer payloads deployed, and booster B1085 landed on its 19th flight.
- SpaceX Reports Q3 Tonight With Wall Street Expecting Its First Profitable Quarter: Results land after Tuesday’s close with a 3:30 p.m. CT webcast; FactSet consensus calls for about $12.87 billion in revenue and $1.87 billion in net income, while a 1.3 billion-share lockup expiry looms.
Tesla
- ARK Invest’s New Tesla Model Targets $4,400 a Share by 2031: ARK’s updated open-source model sees about $4,400 a share in 2031 (bear $3,300, bull $5,000), with robotaxis around 80% of enterprise value and Optimus adding about $212 billion in revenue.
- Cybercab, Unsupervised FSD and HW3 Top Investor Questions for Tesla’s Q3 Call: Shareholders’ top-voted questions for Wednesday’s call center on Cybercab expansion, unsupervised FSD, Optimus economics and HW3 upgrades, as Tesla touts seven Robotaxi cities and nearly 1.5 million paid FSD customers.
No new non-security news turned up today for Oracle Solaris 11, FreeBSD, AlmaLinux, Red Hat or SUSE.