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Elon Musk reveals SpaceX Falcon 9 survived a water landing test

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Following the picture-perfect launch of GovSat-1 on Wednesday afternoon, SpaceX CEO Elon Musk took to Twitter with an extremely unusual bit of news. After separating from the second stage, events relating to Falcon 9’s first stage recovery operations were heard live in the background of SpaceX’s live coverage, leading to some additional intrigue around an already odd situation.

B1032, a flight-proven (reused) booster tasked with launching GovSat-1 on its second mission, was seen with landing legs and grid fins on its sooty exterior – a confusing appearance due to SpaceX’s statement that the core would be expended into the ocean after launch. Thankfully, Elon Musk’s tweets provide at least the beginning of an answer for the several oddities.

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As stated above, GovSat-1’s Falcon 9 booster (1032) was apparently being used to test an exceptionally aggressive landing burn in lieu of a drone ship beneath it. The lack of drone ship begins to make more sense with the added knowledge that 1032 was testing experimental landing procedures: in the relatively likely eventuality that something went wrong, the massive booster would have likely impacted Of Course I Still Love You at an extremely high velocity. Similar impacts have occurred before as SpaceX gradually perfected the new technologies and operational knowledge necessary to recover orbital-class rockets, but a basic understanding of rocketry implies that 1032’s OCISLY impact would have been uniquely destructive, likely taking the ship out of action for at least several weeks of repairs.

This would pose an inherent problem for the imminent launch of Falcon Heavy, with the center of three first stages currently scheduled to attempt a landing aboard the very same drone ship in less than a week. Under optimum conditions (sans huge explosions and general destruction), OCISLY and its entourage of support vessels simply could not complete the journey back to Port Canaveral and the subsequent return to sea that would have been necessary to recovery both GovSat-1 and Falcon Heavy’s center core. Add in the potential need for repairs and expending GovSat-1 was a no-brainer for the launch company: Falcon Heavy’s center core could easily see at least one additional launch after it is recovered, whereas the twice-used 1032 effectively reached the end of its useful life after it separated from the second stage and GovSat payload earlier today.

Falcon 9 1038 aboard Just Read The Instructions after the launch of Formosat-5. (SpaceX)

As a result, SpaceX appears to have continued a trend of exploiting flight test opportunities to the greatest extent practicable by tasking B1032 with an experimental landing attempt. More specifically, Elon quickly added that the landing burn attempted by 1032 involved the ignition of three of the booster’s nine Merlin 1D engines during landing, whereas all SpaceX landings up to this point have occurred with a single Merlin 1D ignition. While the company already routinely utilizes three engines during some boostback and reentry burns, landing burns have always featured a single engine. However, by using three engines, it is entirely possible that SpaceX hopes to eventually move towards even more aggressive landing burns. While the obvious downsides likely include difficulty maintaining control and increased stresses on the booster, the benefits are also pretty inherent. By using more engines, the length of the landing burn could be drastically shortened, resulting in far more efficient propellant usage by minimizing losses to gravity (every second the rocket is trying to go upwards is a second fighting against Earth’s gravity, which pulls the rocket down at ~9.8 meters/second squared).

Incredibly, the booster somehow managed to pull off that three engine landing burn with some success, made apparent by the fact that it is intact and floating in the Atlantic, with some hope of being towed back to land. This is almost certainly the first time SpaceX has ever successfully landed a booster in the ocean without a subsequent breakup, an incredible achievement for a rocket that likely experienced exceptional stresses during reentry and landing. Time will tell how this impacts SpaceX’s future recovery efforts, but it is certainly promising as a method of extracting just a little extra performance from reusable Falcon 9s. In other words, future Falcon 9 missions might be able to carry heavier payloads into higher orbits while still being able to land at sea or even on land. Exciting times!

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Apple is developing the missing link for Tesla to get CarPlay: report

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Credit: Michał Gapiński/YouTube

A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.

Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.

A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.

CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.

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Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:

The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.

Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.

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This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.

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Tesla deliveries get a big boost in expectations from Wall Street

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Credit: Tesla

Tesla deliveries got a big boost in expectations from Wall Street firm Goldman Sachs, who believes the company will report some stronger-than-expected numbers when the second quarter comes to an end in the coming weeks.

Goldman Sachs has raised its vehicle delivery forecast for Tesla (NASDAQ: TSLA) in the second quarter of 2026, signaling growing confidence in the electric vehicle leader’s near-term momentum despite mixed market signals. Analyst Mark Delaney lifted the bank’s Q2 estimate to 420,000 units from a previous 405,000, surpassing the Visible Alpha consensus estimate of 400,000.

The upward revision stems from stronger-than-expected sales data across key regions. Europe stands out with projected year-over-year growth of 85-90 percent, driven by robust demand for Tesla’s Model Y and refreshed offerings. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. These gains help offset mid-teens declines in U.S. deliveries through May, where broader EV market headwinds and competition persist.

Goldman extended its optimism to the full year, increasing its 2026 delivery projection to 1.73 million vehicles from 1.72 million. Longer-term forecasts remain unchanged, with 1.88 million units expected in 2027 and 1.96 million in 2028. The bank also nudged its 2026 earnings-per-share estimate higher to $1.35 from $1.30, reflecting anticipated margin benefits from higher volumes and operational efficiencies.

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Despite these positive adjustments, Goldman maintained its Neutral rating and $375 price target on Tesla shares. At current trading levels near $411, the stock sits about 8-9 percent above the target, highlighting ongoing valuation concerns even as delivery momentum builds. Tesla’s Q1 2026 deliveries totaled 358,023 units, setting a baseline for recovery expectations in the current period.

Tesla reports Q1 deliveries, missing expectations slightly

This update arrives as Tesla prepares to report official Q2 figures shortly after June 30. Investors and analysts will closely watch not only headline delivery numbers but also regional breakdowns, average selling prices, and progress on energy storage deployments and autonomous technology initiatives.

The move by Goldman Sachs underscores a broader narrative for Tesla: while legacy auto markets face softening demand and tariff uncertainties, Tesla’s global footprint and product pipeline provide resilience. Europe’s surge reflects pent-up demand and policy support for EVs, while China’s steady growth highlights Tesla’s competitive positioning against local rivals.

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Tesla still has its work cut out for it, including U.S. price sensitivity and intensifying competition. Yet Goldman’s revision adds to a series of analyst notes suggesting Q2 could mark a turning point. As Tesla pushes toward higher production rates at facilities in Fremont, Shanghai, and Berlin, sustained execution will be key to validating these higher forecasts.

We have said numerous times that deliveries are becoming a less important metric in the grand scheme of things, as AI truly takes precedence in the company’s thesis.

For Tesla bulls, the Goldman note reinforces faith in underlying demand trends. For skeptics, the unchanged rating serves as a reminder that delivery beats alone may not immediately resolve valuation debates in a high-interest-rate environment. Tesla’s stock reaction will likely hinge on the official numbers and management commentary in the coming weeks.

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SpaceX makes first acquisition post-IPO with coding leader Cursor

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Credit: SpaceX

SpaceX has exercised its option to acquire Cursor, the innovative AI coding company, in an all-stock transaction valued at $60 billion. The deal, announced on June 16, marks a significant step in SpaceX’s expansion into advanced artificial intelligence, building on months of close collaboration between the companies.

Cursor, officially operated by Anysphere, Inc., is an AI-native code editor and coding agent designed to transform software development. Founded in 2022 by a group of MIT graduates in San Francisco, Cursor builds on the familiar foundation of Visual Studio Code but integrates powerful AI capabilities directly into the core experience.

Unlike traditional code editors or simple extensions, Cursor functions as a full “coding agent” that turns natural-language instructions into actionable code.

Developers interact with Cursor through features like its Composer agent, which can search entire codebases, edit multiple files, run terminal commands, debug issues, and complete complex multi-step programming tasks autonomously.

Users describe high-level goals, such as “build a scalable API endpoint with authentication,” and the AI plans, implements, tests, and refines the solution while the human oversees decisions. Additional tools include advanced autocomplete (Tab), context-aware chat, and infrastructure for handling billions of daily requests.

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The platform has gained considerable traction, surpassing $3 billion in annual recurring revenue by early 2026 and earning adoption by over half of the Fortune 500 companies. Its agentic approach accelerates development dramatically, allowing engineers to focus on architecture and creativity rather than repetitive coding.

The acquisition integrates Cursor’s leading product, expert team of roughly 300 engineers, and distribution network among top software developers with SpaceX’s unparalleled computational resources. SpaceX’s Colossus supercomputer, equivalent to a million H100 GPUs, has already powered joint training of next-generation models. These models are expected to launch soon within Cursor and SpaceX’s Grok Build environment.

This combination positions SpaceX to develop the world’s most capable AI systems for coding and knowledge work. Access to Cursor’s real-world usage data from millions of professional developers provides unparalleled feedback loops for model improvement. Training on Colossus enables rapid iteration on massive datasets, potentially creating AI that outperforms current leaders in reliability, context handling, and complex reasoning.

For SpaceX, the benefits extend far beyond software tools. Rocket engineering, satellite constellation management, autonomous flight systems, and Starship development involve millions of lines of highly specialized, safety-critical code.

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Cursor’s AI agents, supercharged by proprietary models trained on SpaceX’s domain expertise, could slash development timelines, reduce errors, and enable faster innovation cycles. This vertical integration of AI tooling strengthens SpaceX’s competitive edge in both aerospace and the broader AI race, complementing its xAI initiatives.

The deal reflects the exploding value of AI-native developer platforms. By owning Cursor outright, SpaceX secures a strategic talent pool and product pipeline that will accelerate internal projects while potentially offering enhanced tools to the wider engineering community. As AI continues reshaping software creation, this acquisition underscores SpaceX’s commitment to leveraging cutting-edge technology for ambitious goals, from Mars colonization to global connectivity.

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