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SpaceX’s Falcon Heavy likely to launch NASA telescope after ULA skips competition
On the heels of what will likely be NASA’s most significant telescope launch for at least a decade, the space agency appears to be about to select the launch provider for its next most expensive space telescope – a contract that SpaceX seems all but guaranteed to win.
Tory Bruno, CEO of the United Launch Alliance (ULA), revealed on February 15th that SpaceX’s chief competitor won’t even attempt to compete for the contract to launch NASA’s Nancy Grace Roman Space Telescope (NGRST; formerly the Wide-Field Infrared Survey Telescope or WFIRST). Named after Nancy Roman, who played a foundational role in the creation and launch of NASA’s famous Hubble Space Telescope, the Roman Space Telescope could potentially be the second most expensive NASA spacecraft launched this decade.
WFIRST was made possible when the US National Reconnaissance Office (NRO) chose to donate one of two Hubble-class spy telescopes it had merely sitting around and gathering dust to NASA in the mid-2010s. From a mechanical perspective, the telescope will be very similar to Hubble. However, in the decades since HST’s launch, electronics and sensor technology have dramatically improved, allowing NASA to pack instruments capable of simultaneously imaging 100 times the field of view HST is capable of into a similar package.
Additionally, instead of the Hubble’s primary focus on ultraviolet and visible wavelengths, the Roman Space Telescope will observe in infrared wavelengths, making it a perfect complement to the brand-new James Webb Space Telescope (JWST), which is also exclusively focused on the infrared spectrum. Combined, they could operate hand in hand, with NGRST acting like a surveyor or scout and JWST enabling a much closer look at noteworthy discoveries. Additionally, thanks to the inclusion of an unprecedentedly capable in-space coronagraph instrument, NGRST will be able to block out the light of stars, making it a game-changing tool for exoplanet discovery – exoplanets that JWST may then be able to image in even more detail with its much larger mirror.
The telescope must first be built and then make it to orbit, however. Expected to weigh at least 4.2 tons (~9250 lb) and designed to operate at the L2 Sun-Earth Lagrange point hundreds of thousands of miles from our planet, only large American rockets are an option for the $4.3 billion Roman Space Telescope’s launch. After a recent delay, that launch has slipped to no later than May 2027. However, NASA appeared to be in the final stages of selecting a launch provider as of late last month [PDF], meaning that the space agency may not be able to take advantage of potential launch options planned to debut over the next few years.
That includes Blue Origin’s New Glenn and Relativity Space’s Terran R. However, even ULA’s Vulcan Centaur rocket appears to have been precluded due to rules that generally mean that only rockets certified for NASA launches today can be awarded a contract to launch a high-value spacecraft. As such, while there is a good chance that one or all of the above rockets will have launched repeatedly and potentially achieved NASA LSP certification by 2027, they have little hope of winning a 2022 competition for a 2027 launch when facing a competitor with a rocket that’s already certified.
In this case, that competitor is SpaceX, whose Falcon Heavy rocket is certified for even the most risk-averse NASA LSP (Launch Service Program) missions. In just the last two years, SpaceX has won contracts to launch NASA’s Psyche asteroid explorer (Aug 2022), VIPER Moon rover (Q4 2023), GOES-U weather satellite (Q2 2024), Europa Clipper (Q4 2024), and the PPE and HALO modules of the Gateway lunar space station (Q4 2024). In fact, because ULA has already promised all of its remaining Delta IV Heavy and Atlas V rockets and because ULA’s Vulcan and Blue Origin’s New Glenn have yet to launch at all, SpaceX is actually the only US launch provider with rockets that are both available for future NASA launches and certified to launch and compete for them.
For some upcoming missions, it’s possible that NASA will wait much closer to the launch date in order to ensure a more competitive environment, but that’s not always possible if the design of an exceptionally sensitive payload (like a large space telescope) must be optimized for a specific vehicle. In the case of the Roman Space Telescope, that means that without a major departure from established rules and norms, SpaceX’s Falcon Heavy rocket is all but guaranteed to win the contract to launch it.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
