News
SpaceX stacks orbital Starship sections as Elon Musk teases June 20th event
SpaceX CEO Elon Musk says he will provide a public update on the development status of Starship and Super Heavy in an official presentation later this summer, possibly as soon as June 20th.
Meanwhile, SpaceX’s South Texas team have been busy at work on both Starhopper and a newer Starship, said by Musk to be the first orbit-capable prototype. In the last week, technicians have begun stacking several sections of the vehicle’s stainless steel hull, all fabricated and welded together side-by-side. On Thursday, May 9th, this progressed to the installation of the Starship’s first gently tapered nose section atop its cylindrical tank section. Likely the second- or third-to-last major stack before its aeroshell is assembled into one piece, the orbital prototype is starting to truly resemble a real Starship.
They grow up so fast…
CEO Elon Musk revealed SpaceX’s Mars colonization architecture back in September 2016 and has since provided design and development updates every 6-12 months. Between then now, Starship/Super Heavy (formerly BFR, fore-formerly ITS) has radically changed. Originally baselined with a diameter of 12 m (40 ft), an almost entirely carbon composite design, and a spaceship with bulky tripod fins/wings, SpaceX helped design, build, and test a full-scale liquid oxygen tank.
Six months after the tank was destroyed (likely intentionally) during testing, Musk announced in Sept. 2017 that ITS was now called BFR and would feature a leaner 9m (30 ft) diameter. He also revealed tentative plans to enlist BFR in a point-to-point Earth transportation scheme offering travelers access to almost anywhere on Earth in ~30 minutes. In September 2018, the design changed once more, gaining ~10m of height and three mobile tripod fins/wings/legs. Finally, just a few months after the 2018 update, Musk revealed that SpaceX was moving almost entirely away from carbon composites and would instead use stainless steel throughout BFR’s structure. BFR was also renamed to Starship/Super Heavy.


Episode 4: Revenge of the Steel
Given SpaceX’s breakneck pace of Starhopper and Starship development, it’s possible that Musk’s “probably June 20th” event is meant to correlate with a yet-unknown Starship or Starhopper milestone. Back in early January, Musk suggested that the first orbital Starship prototype could be “complete” as early as June. However, a few weeks later, Starhopper suffered a setback when its facade/nosecone toppled over and was irreparably destroyed.
Several months distant, it’s hard to actually say if that hardware loss has impacted SpaceX’s schedule much at all. Sans nose section, SpaceX instead conducted a number of wet dress rehearsals and successfully ignited Raptor and jumped the tethered Starhopper a few feet in early April, more or less right on schedule per a December 2018 Musk tweet.
At this point in time, it’s highly unlikely that the orbital Starship prototype will be truly complete just a month or two from now. Most notably, “completion” would require seven flight-ready Raptor engines, of which SpaceX is known to have only completed 3-4 in the last four months. Despite an apparent lack of Raptors for a June completion of the orbital prototype, it may actually be possible for SpaceX to complete (in a very rough sense) the main structure of the Starship.
Major progress has been made in the last few weeks and the orbital prototype is starting to look more and more like an actual Starship. Aside from finishing the vehicle’s propellant and header tanks and engine section/thrust structure, SpaceX still needs to install avionics, wiring, plumbing, cold-gas maneuvering thrusters, COPVs, access and umbilical ports and panels, an entire heat shield, its tripod wings/fins/legs, and more. At the same time, it’s unclear if SpaceX will attempt to send Starship to orbit on its own before the first Super Heavy booster prototype is complete, an even more massive undertaking ahead of the company.




For now, all we can do is wait and watch SpaceX’s gloriously bizarre steel Starship prototype continue to grow, while Starhoppper prepares for untethered hops a few thousand feet to the east. Things could be worse!
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Cybertruck
Tesla Cybertruck driver gets pickup seized for ‘legitimate concerns’ in UK
A Tesla Cybertruck driver in the United Kingdom had their all-electric pickup seized by local police in the Greater Manchester area after the department cited “legitimate concerns.”
Last Thursday, police saw the pickup on the roads and decided to pull the driver over. Greater Manchester Police said:
“Whilst this may seem trivial to some, legitimate concerns exist around the safety of other road users or pedestrians if they were involved in a collision with the Cybertruck.”
🚨 A Tesla Cybertruck, which is illegal to drive in the UK due to safety concerns, has been seized by police in Greater Manchester
“Whilst this may seem trivial to some, legitimate concerns exist around the safety of other road users or pedestrians if they were involved in a… pic.twitter.com/cqhdPok3DM
— TESLARATI (@Teslarati) June 16, 2026
The Cybertruck in question was, according to the BBC, registered and insured abroad and was confiscated. The driver, who is a UK resident, was reported.
The Greater Manchester Police Department then added:
“The Tesla Cybertruck is not road-legal in the UK and does not hold a certificate of conformity.”
The Cybertruck cannot be legally driven in the UK because it has no UK Type Approval for operation in the country. This is due to some safety concerns, which are related to its angular shape and design. The stainless steel exoskeleton has sharp edges and projections that violate UK/EU rules on pedestrian protection.
Tesla has considered creating what it referred to as an “international version” that would be approved for operation in Europe. However, there has been no real movement on that front by the company, as it has been focused on the Robotaxi rollout primarily.
News
Apple is developing the missing link for Tesla to get CarPlay: report
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.
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.
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.
Investor's Corner
Tesla deliveries get a big boost in expectations from Wall Street
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.
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.
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.
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.