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Mercedes-Benz Alabama workers voting on UAW membership this week

Credit: UAW

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Mercedes-Benz workers at a factory in Alabama have begun voting on whether to join the United Auto Workers (UAW) this week, after the union was voted in at a Volkswagen plant in Tennessee a few weeks ago.

On Monday, Mercedes workers began voting on UAW membership at the company’s factory in Tuscaloosa, Alabama, with voting remaining open until Friday. The vote comes after a majority of workers at the Mercedes plant in February voted to hold a union vote, and after Volkswagen employees officially voted to recognize the UAW at the company’s factory in Chattanooga, Tennessee, last month.

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The Mercedes vote is thought to be much less of a sure-fire victory for the union, especially with the automaker specifically telling workers that they should vote no through flyers and signage, as Reuters reports. The outlet also alleges that Mercedes hired anti-union companies to come speak at the plant, though the automaker has denied that it is using union-busting tactics at the factory.

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“Mercedes-Benz U.S. International (MBUSI) fully respects our Team Members’ choice whether to unionize and we look forward to participating in the election process to ensure every Team Member has a chance to cast their own secret-ballot vote, as well as having access to the information necessary to make an informed choice,” a Mercedes spokesperson told Teslarati in an email.

“MBUSI has a strong record of success over the past 25+ years operating as One Team in Alabama. Our primary focus at MBUSI is always to provide a safe and supportive work environment for our Team Members, so they can continue to build safe and superior vehicles for the world.  We believe open and direct communication with our Team Members is the best path forward to ensure continued success.”

Below, you can see the voting schedule for workers at the Mercedes factory, with the ballots set to be counted after polls close on Friday morning.

Credit: UAW

A spokesperson from the company told Reuters that Mercedes-Benz respects worker unionization efforts, adding that the company is making sure that each worker can vote secretly, while having all the details necessary to cast an informed vote.

“That is the biggest thing that we’re using to push because we can show how much the union can win now,” Mercedes employee Jacob Ryan told Reuters. Ryan adds that he supports the union due to the automaker’s failure to address worker concerns such as pay, hours, and benefits.

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The employee has been at the factory for around five years, and under two years ago, he witnessed the plant struggling to get 20 percent of workers to file for a union election. To reach the point of holding a National Labor Relations Board (NLRB) election, as is now happening, the UAW says it waits for a facility to reach a 70-percent threshold of workers filing in favor of a vote.

The Alabama Mercedes plant produces the electric EQS and EQE lineups, as well as the gas GLE and GLS vehicles, according to the company’s website. The automaker also says it employed 6,100 workers in 2023, with around 295,000 vehicles produced there in the same year.

Although the Volkswagen plant had voted not to be recognized by the UAW twice before voting to join the union last month, this is the first time that a union election has been held at the Tuscaloosa Mercedes factory.

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Following the UAW’s historic six-week strikes of Ford, General Motors (GM), and Stellantis last year, which ultimately garnered record pay increases for workers, the union announced a campaign at several other non-unionized facilities. In addition to Volkswagen and Mercedes, the UAW announced plans to launch organizing efforts at Tesla, Rivian, and nine other automakers.

During the strikes, UAW President Shawn Fain also called employees at Tesla, Toyota and other automakers “members of the future,” later saying he hoped to bargain with the “Big Five or Six” in 2028, rather than just the Big Three.

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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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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Tesla Cybercab specs revealed: range, curb weight, range ratings, and more

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(Credit: Teslarati)

Tesla’s Cybercab has taken a significant step toward production with new technical details emerging from 2026 EPA certification documents.

The filings, which include a Certificate of Conformity issued in late May, provide the most comprehensive public look yet at the purpose-built autonomous vehicle designed for high-volume, low-cost ride-hailing operations.

At its core, the Cybercab is a front-wheel-drive electric vehicle powered by a single 163 kW (219 horsepower) AC permanent magnet motor. Despite its modest output, prioritizing efficiency and cost over neck-snapping acceleration, the vehicle boasts a strong power-to-weight ratio thanks to its lightweight curb weight of 3,113 pounds and a GVWR of 3,730 pounds.

It operates on a 326-volt electrical architecture with a compact ~48 kWh lithium-ion battery pack. The standout revelation is the vehicle’s exceptional efficiency, which Tesla has routinely flexed in the past.

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EPA lab tests list an equivalent all-electric range of 418 miles combined and 375 miles on the highway. Tesla has previously targeted around 300 miles of real-world range, and analysts expect the final EPA-rated figure to land near 280-300 miles after adjustment factors.

At a certified 165 Wh/mi in earlier testing, the Cybercab is reportedly the most efficient EV ever produced, significantly outperforming vehicles like the Lucid Air Pure.

This efficiency stems from deliberate design choices tailored for robotaxi duty. The two-seater features a highly aerodynamic shape, minimal weight, which is aided by structural battery integration of what are likely 4680 cells, and no steering wheel or pedals in its fully autonomous configuration.

For ride-hailing fleets, where average trips are short, and can be just five or ten miles, the smaller battery enables faster charging cycles, lower material costs, and reduced vehicle price, a key to Tesla’s goal of a ~$30,000 production cost.

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Implications for Autonomous Mobility

These specs underscore Tesla’s strategy: maximize utilization and minimize operating expenses. A ~48 kWh pack could support dozens of short rides per charge, with energy costs potentially dropping below 20 cents per mile at scale. Front-wheel drive simplifies manufacturing and maintenance compared to dual-motor AWD setups in passenger Teslas.

The 219 hp motor provides ample performance for urban and highway speeds without excess, addressing questions about why such power is needed in a “slow” autonomous vehicle. Quick merges and hill climbing still matter for safety and passenger comfort.

Production has already begun at Giga Texas, with EPA certification clearing the path for U.S. deployment. While unsupervised Full Self-Driving remains the critical hurdle, these details paint a compelling picture of a vehicle engineered from the ground up for the robotaxi future: affordable to build, cheap to run, and capable of delivering strong range on a fraction of the battery capacity found in today’s EVs.

As Tesla ramps toward volume output, the Cybercab could reshape urban transportation economics.

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