News
SpaceX destacks “420” Starship, Super Heavy pair for the third time
Update: Shortly before SpaceX CEO Elon Musk revealed that Super Heavy booster B4 and Starship S20 are no longer assigned to the rocket’s orbital launch debut, the company ‘destacked’ the pair for the third time.
Ship 20 was removed from Booster 4 on March 19th, two days before Musk’s tweets. That’s not unusual: it was actually Ship 20’s third removal from Super Heavy. However, almost as soon as the Starship was rolled out of the way, SpaceX began making visible preparations to also remove Super Heavy B4 from Starbase’s orbital launch mount. As of March 24th, the booster has been attached to a large crane for more than a day and a newly upgraded transport stand has been rolled into place beside the launch mount. It’s somewhat odd that the booster hasn’t already been removed but that step could happen at almost any moment, now – albeit likely in daylight.
Once both Ship 20 and Booster 4 have been removed, it’s hard to imagine that they will ever return to the orbital launch mount. In fact, at minimum, Super Heavy B4 will probably be retired almost immediately. Super Heavy B7 – a superior, refined, and upgraded prototype by almost every measure – is already almost fully assembled and could likely begin basic testing within a week or two.
SpaceX CEO Elon Musk says that Super Heavy Booster B4 and Starship S20 are no longer scheduled to support the first orbital-class test flight of the world’s largest rocket.
Rumors, signs, and reports of the significant change have been flowing among unofficial spaceflight communities for months. Booster 4 and Ship 20 were first confirmed by Elon Musk to be the pair assigned to Starship’s orbital test flight (OTF) in the summer of 2021. When the pair first rolled out to the launch pad in early August, Musk seemed confident that they could be ready for an orbital launch attempt within a month or two. The same was true in November 2021, when Musk stated that the same Starship and Super Heavy pair could be ready for their first launch as early as January or February 2022.
Musk’s latest update on Starship’s orbital test flight continues that schedule optimism but also introduces several major changes – changes that could easily take several months to fully work through.
Crucially, Musk revealed that the first Starship to attempt an orbital-class launch will now feature upgraded Raptor V2 engines – engines that require an entirely new thrust structure design. That already all but guaranteed that B4 and S20 had been overtaken but Musk also explicitly confirmed that they would be replaced with a new pair in a later tweet.
That new pair – widely assumed to be Super Heavy B7 and Starship S24 – feature a wide range of design changes, including substantially modified header tanks, an entirely new nosecone design, new layouts for secondary systems (pressurization, avionics, heat exchangers, etc.), and more. Most importantly, their thrust structures – giant ‘pucks’ machined out of steel – have been tweaked to support new Raptor V2 engines instead of the Raptor V1 and V1.5 engines that have been installed and tested on all Starship and Super Heavy prototypes to date.
Musk believes that SpaceX will be able to build (and presumably qualify) all 39 of the Raptors Ship 24 and Booster 7 will need before the end of April and fully install them – as well as all the heat shield components that must be fitted around them – by the end of May 2022. It’s unclear if the SpaceX CEO is accounting for the extensive proof testing Ship 24 and Booster 7 will likely need to complete before being qualified for flight, including cryogenic proof tests, wet dress rehearsals, and at least a few static fire tests.
In fact, SpaceX has only performed a single three-engine static fire test with a fully outdated Super Heavy prototype. Before the company is confident in its booster design, it’s practically a certainty that one or more prototypes will be put through a lengthy test campaign that gradually evolves from igniting a few engines to igniting all 29 or 33 Raptors. That may actually be one of the reasons SpaceX appears to be retiring Booster 4 without a single static fire or flight test – performing all the requisite work may have ultimately been perceived as a dead-end when every future Starship and Super Heavy prototype will feature a heavily redesigned engine.
This is to say that much like Musk’s last few Starship OTF schedule estimates, May 2022 also appears to be extremely optimistic. Booster 7 could potentially be ready for cryogenic proof testing any day now but Ship 24 is still in five large pieces and probably at least a month from any form of test readiness. Still, there are some reasons for optimism. If Booster 7 actually does start basic proof testing this month or early next without waiting for its Raptor engines or for heat shield installation, SpaceX could theoretically complete cryoproofing, begin installing one or a few new Raptors at a time, and iteratively progress from static firing a few to all 33 engines as the engines are arriving at Starbase.
At a minimum, even if that razor-sharp test schedule isn’t possible, Booster 7 would at least have a month or so of extra testing over Ship 24, minimizing the disproportionate amount of testing each prototype will likely need to be qualified for flight. Unlike Booster 4, Ship 20 has completed several static fires and cryoproofs without any apparent issue.
For now, SpaceX continues to prepare Ship 24 sections for stacking and appears to be buttoning up Booster 7, which could easily be ready to roll out for basic testing within a few weeks – and maybe sooner.
News
Ferrari Luce sold out for 2027 after design controversy
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 $40 million at auction. Vigna has indicated that seeing the car in person, along with upcoming client test drives, is expected to strengthen rather than weaken interest. Ferrari aims for fully electric models to comprise 20 percent of its lineup by 2030, with a second EV now delayed to 2028.
For a brand defined by scarcity and desirability, the Luce’s sell-out status suggests that among those who can afford it, the polarizing design has not proven to be a commercial liability.
Investor's Corner
Musk’s Tesla and SpaceX decline after Democratic Midterm sweep
Tesla and SpaceX shares fell on Wednesday after Democrats swept both chambers of Congress. The decline stood out as broader market securities recovered and turned positive, while both of Musk’s publicly traded companies lagged.
CEO Elon Musk already joked about the unsuccessful campaigning for the Republicans, but now the new party will make pretty drastic changes to how it handles Tesla and SpaceX, and those companies will adjust their outlook.
Let’s take a deeper look.
Tesla ($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.
News
Tesla registrations in Germany nearly quadruple in October
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.