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SpaceX’s second Super Heavy booster enters production in South Texas
In a rare burst of visible activity, SpaceX’s South Texas Starship factory has begun fabricating a second Super Heavy booster and taken a significant step forward on the first prototype.
Set to be the largest operational rocket stage ever built by more than a factor of two, Super Heavy is the booster tasked with launching a fully fueled and loaded Starship (~1400 mT or 3 million lbs) out of the bulk of Earth’s atmosphere. Powered by up to 28 Raptor engines, Super Heavy and Starship will weigh upwards of 5000 metric tons (~11 million lbs) and produce anywhere from 5600 to 7700 metric tons (12.5-17 million lbf) of thrust at liftoff.
Most importantly, though SpaceX CEO Elon Musk has noted that an optimized Starship might be able to reach orbit on a one-way trip, a giant, reasonably efficient booster like Super Heavy is necessary to send Starship into a healthy orbit with all the extra hardware and mass needed to make the orbital spaceship reusable. More than twice as heavy and two-thirds as tall as SpaceX’s workhorse Falcon 9 rocket, that will be no small feat.
Following the appearance of Super Heavy booster number 1’s (BN1) unique common dome, extra-large ‘transfer tube’ segments, and a donut-like eight-Raptor thrust section last month, visible booster work settled down for the next several weeks. In the interim, Musk revealed that SpaceX aims to hop the first Super Heavy booster (BN1) just “a few months” into 2021, followed by the bombshell that the CEO wants to eventually catch Super Heavy boosters to avoid the need for landing legs entirely.
Two weeks after that latest info from Musk and a month after major booster-related factory activity, the first hardware intended for Super Heavy prototype BN2 was spotted on January 19th. Featuring a never-before-seen structural addition in the form of what looks like a hexagonal or octagonal steel ring, the booster’s unique forward dome represents the first real evidence of the modifications needed to install a variety of hardware specific to Super Heavy.
The limited nature and number of current views make it hard to conclude with certainty that the BN2 forward dome’s add-on is hexagonal or octagonal – either could technically be made to work. Barring a surprise design change, Super Heavy – like Falcon 9 and Heavy boosters – will sport four equally spaced grid fins and use them to ensure aerodynamic stability and control authority from hypersonic to supersonic velocities. Based on official SpaceX graphics, Super Heavy’s grid fins will be built out of welded steel, measure some 7 meters (23 ft) tall, and likely weigh 5+ metric tons apiece, thus requiring extremely powerful actuation systems and strong structural support.
Meanwhile, beyond Super Heavy BN2’s first visible appearance, the process of assembling the first booster prototype also took a significant step forward. Sometime on January 19th, SpaceX ended a long period of inactivity, stacking the first Super Heavy ring sections since November 2020. More specifically, SpaceX teams appear to have installed either one or two four-ring sections on an existing booster segment already inside the high bay.
If at rest on top of the rest of the stack in Mary’s (BocaChicaGal) latest photo, one of two Super Heavy ‘stacks’ inside the high bay is now 12 rings (three sections) tall, representing almost a third of a complete 70-meter (~230 ft) tall booster. As of the most recent look inside the high bay, there were two separate stacks of Super Heavy rings – one with four and the other with eight. Based on the location of the new 12-ring stack, it’s more likely than not that SpaceX has simply combined the 12 rings last seen inside the high bay rather than adding one or two new ring sections to one of the two separate stacks.
Ultimately, the return of Super Heavy stacking activity after a two-month pause is an encouraging sign that SpaceX has settled on a design for the first few prototype boosters and could, in fact, be ready to start testing BN1 “a few months” from now.
Ferrari’s first electric vehicle, the Luce, is fully sold out for 2027, according to CEO Benedetto Vigna.
Presenting third-quarter results, he stated: “Everything we plan to sell next year is already fully allocated. Client test drives, scheduled for next year, will help further boost demand. We have no critical issues, neither on manufacturing nor on the demand side. Obviously, the car is more complex because it has many new parts and many new technologies.”
First customer deliveries are expected before the end of 2026, with the model already commanding waitlists despite a turbulent debut.
The Luce is a five-seat, four-door liftback saloon—the longest Ferrari ever produced—powered by four electric motors producing approximately 1,035 horsepower.
It features an 800-volt architecture, a 122-kWh battery, a claimed WLTP range of around 329 miles, 0-62 mph acceleration in 2.5 seconds, and a starting price near €550,000 in Europe (roughly $560,800–$615,000 in the U.S. depending on configuration).
Developed in collaboration with Jony Ive and Marc Newson’s LoveFrom studio alongside Ferrari’s own Centro Stile, it represents a deliberate departure from the brand’s traditional mid-engine sports cars toward a more spacious, grand-touring format.
Its exterior has proven deeply polarizing. Unveiled in Rome in May 2026, the design features smooth, sweeping surfaces, a large glass roof, and restrained detailing that critics described as bland, generic, or more reminiscent of an Apple product or mass-market EV than a Ferrari.
Ferrari unveils its Luce EV, and its reception has been a disaster
Online reactions included memes comparing it to a Nissan Leaf or Polestar, while former Ferrari chairman Luca di Montezemolo publicly warned of “the destruction of a myth” and suggested the prancing horse logo be removed. Italian politicians and longtime owners joined the chorus of disappointment, and Ferrari’s shares dropped roughly 8% in a single day, erasing billions in market value.
Design experts noted the absence of the brand’s signature tension, aggression, and emotional drama.
Yet the controversy has not translated into weak demand among the ultra-wealthy clientele who actually buy Ferraris. Production volumes remain tightly limited, as reports suggest fewer than 500 units in the current year and a longer-term pace of roughly 600 annually through 2030, preserving exclusivity.
One early chassis sold for $40 million at auction. Vigna has indicated that seeing the car in person, along with upcoming client test drives, is expected to strengthen rather than weaken interest. Ferrari aims for fully electric models to comprise 20 percent of its lineup by 2030, with a second EV now delayed to 2028.
For a brand defined by scarcity and desirability, the Luce’s sell-out status suggests that among those who can afford it, the polarizing design has not proven to be a commercial liability.
Tesla and SpaceX shares fell on Wednesday after Democrats swept both chambers of Congress. The decline stood out as broader market securities recovered and turned positive, while both of Musk’s publicly traded companies lagged.
CEO Elon Musk already joked about the unsuccessful campaigning for the Republicans, but now the new party will make pretty drastic changes to how it handles Tesla and SpaceX, and those companies will adjust their outlook.
Let’s take a deeper look.
Tesla ($TSLA)
Tesla shares traded lower during the regular session after Democrats secured both the House and Senate. The stock was down 2.32 percent at around 1:45 p.m. on the East Coast, trading at around $389.30.
The pressure is tied to more than the raw scale of Musk’s political spending, estimated at $450–474 million this cycle with roughly $224 million directed at Texas. In that state, Tesla now faces a Democratic governor and a Democratic senator after Gina Hinojosa unseated Greg Abbott and James Talarico defeated Ken Paxton.
The Austin Gigafactory, Robotaxi pilot programs in multiple Texas cities, and any related AI compute expansion sit under a new state executive who campaigned against certain corporate subsidies and floated a moratorium on new data-center construction.
Federally, Democratic control of key committees opens the door to deeper examination of Tesla’s autonomous-driving safety record, federal energy-storage and manufacturing incentives, and the national-security implications of any combination with SpaceX.
Investors are also weighing whether the company’s historically close alignment with the prior Republican leadership will invite slower permitting, additional hearings, or tighter rules on Full Self-Driving deployment.
For Tesla, the political shift adds near-term friction around state permitting and federal regulatory approvals for autonomy and energy storage. A potential merger with SpaceX may face slower review even if it proceeds.
Core growth drivers such as vehicle deliveries, energy deployments, and robotaxi rollout remain intact, yet the stock now carries a higher political-risk premium that could weigh on valuation until the company demonstrates workable relationships with the new Texas leadership and congressional majorities.
SpaceX ($SPCX)
SpaceX shares also declined in live trading on November 4 following the Democratic midterm sweep. The stock traded at $134.97, down 4.49 percent. The drop occurred even as broader indexes stabilized, highlighting a company-specific reaction to the election outcome.
Musk’s large contributions, concentrated in Texas races that both companies lost, place SpaceX’s Starbase launch facility and headquarters under a new Democratic governor.
At the federal level, Democratic control of Congress enables greater scrutiny of NASA, the Department of Defense, and other contracts that support a meaningful share of revenue, along with reviews of Starlink national-security uses and any Tesla merger. Analysts have noted that empowered committees can hold hearings and request documents on these relationships.
For SpaceX, the results raise the risk of delayed contract awards, higher compliance costs, and tighter constraints on AI and satellite infrastructure expansion, particularly in Texas where a data-center moratorium has been discussed.
A merger with Tesla could encounter political friction that slows integration of launch, connectivity, and autonomy capabilities.
While Starlink growth and launch cadence continue as primary drivers, the company faces a more contested path for federal funding and state-level operations, requiring management to rebuild ties with the new congressional majorities and Texas leadership to limit the overhang.
Tesla’s new vehicle registrations in Germany rose sharply in October, nearly quadrupling from the same month a year earlier. That’s according to data from the KBA, Germany’s federal motor transport authority.
The KBA reported 2,932 Tesla vehicles registered in October, a 290.9 percent year-over-year- increase. For the first ten months of the year, Tesla’s cumulative registrations reached 47,742 units. This number is up 206.1 percent compared with the January-October period of 2025. These gains occurred against a backdrop of strong overall growth in the BEV sector as a whole.
Germany registered 94,086 new BEVs in October, a 79.5 percent rise that brought the BEV share of the passenger car market to 37 percent of the 254,492 total cars registered that month.
🇩🇪 Tesla’s new registrations in Germany nearly quadrupled in October, according to KBA data.
October: 2,932 units, +290.9% YoY Jan–Oct: 47,742 units, +206.1%
Germany’s overall BEV market grew 79.5% to 94,086 units last month. https://t.co/GMwNqsFAOC
— TESLARATI (@Teslarati) November 4, 2026
Despite the percentage surge, Tesla’s absolute numbers left it with a 1.2 percent share of all new car registrations for October. Chinese competitors did record higher volumes, as BYD registered 5,173 vehicles, a 2 percent share, Leapmotor with 3,661 cars, which equates to 1.4 percent, and Xpeng had a 0.5 percent share.
Year-to-date through October, BYD edged ahead of Tesla with 47,961 registrations versus Tesla’s 47,742.
The October results follow a notably strong September for Tesla in Germany, when it registered 12,552 vehicles, an increase of roughly 269 percent year-over-year and one of its strongest monthly totals on record in the country. That month, the Model Y led all EVs and ranked among the top-selling vehicles of any powertrain.
The figures form part of a broader recovery in Tesla’s European registrations after an extended period of softer demand. While monthly volumes remain subject to typical quarter-end patterns and competitive pressure from both established European brands and rapidly expanding Chinese manufacturers, the year-to-date growth indicates improved traction in Europe’s largest car market.
Tesla’s Gigafactory Berlin-Brandenburg continues to supply the region, positioning the company to capture a share of the expanding German BEV market as overall EV adoptions looks to be accelerating.
Ferrari Luce sold out for 2027 after design controversy
Musk’s Tesla and SpaceX decline after Democratic Midterm sweep
