News
SpaceX GPS satellite launch, landing opens door for first US military Falcon 9 reuse
SpaceX has successfully launched its third GPS III navigation satellite and simultaneously confirmed that the now once-flown Falcon 9 booster responsible will soon support the US military’s first operational launch on a flight-proven commercial rocket.
Known as GPS III Space Vehicle 04 (SV04), the ~3700 kg (~8150 lb) navigation satellite will join three other upgraded spacecraft launched since December 2018 – two of which flew on SpaceX Falcon 9 rockets. Of the six GPS III launch contracts the US military has thus far awarded, SpaceX has secured all but one, netting a total of $474 million for an average per-launch cost just shy of $95 million – likely saving more than $50 million per launch relative to comparable ULA contracts.
In June 2020, US Air Force Space and Missile Systems Center (USAF SMC) took the next step towards even more affordable launches by allowing SpaceX to recover its Falcon 9 booster after future military missions. A mere three months after that milestone and Falcon 9 booster B1060’s successful post-GPS III SV03 landing, SMC took the most important step yet, announcing that it had reached an agreement with SpaceX to reuse Falcon 9 boosters on two upcoming GPS III launches.

SMC announced the contract modification in late September, revealing that the Falcon 9 booster (B1062) assigned to launch GPS III SV04 no earlier than September 30th, 2020 would be reused on future GPS III SV05 and SV06 missions, ultimately cutting almost $53 million of the cost to launch GPS III satellites SV03 through SV06.
Unfortunately for B1062, the SpaceX rocket’s GPS III SV04 launch debut was initially delayed by competitor ULA’s own unrelated launch delays, followed by a last-second abort on October 2nd after the rocket detected anomalous behavior in two of its nine Merlin 1D engines. SpaceX ultimately traced the issue back to faulty quality assurance and a blocked vent line, replaced both engines (and several more on different boosters), and completed a second static fire on October 31st.



On November 5th, things finally came together for the company and Falcon 9 B1062, a new upper stage and payload fairing, an GPS III SV04 lifted off from SpaceX’s Cape Canaveral Air Force Station (CCAFS) LC-40 launch pad. The previously unflown booster performed perfectly, ultimately completing a soft landing on drone ship Of Course I Still Love You (OCISLY) after sending the satellite and upper stage on their way to orbit. A brisk eight or so minutes after liftoff, Falcon 9’s second stage shut off, coasted in orbit for 55 minutes, reignited for 45 seconds, and coasted another 25 minutes before finally releasing GPS III SV04 to complete the mission.
Mission complete and Falcon 9 B1062 intact and soon to be secured aboard drone ship OCISLY, SpaceX has now fully opened the door to reuse the same booster to launch GPS III SV05 and SV06. Over the course of its announcement, SMC did not that SpaceX’s GPS III SV05 mission had been delayed from January to July 2021 to allow extra time for the extremely conservative customer to “validate” SpaceX’s reuse process. If successful, SpaceX will then likely fly the same booster – B1062 – a third time to launch GPS III SV06 no earlier than (NET) Q3 2021.
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.