News
SpaceX’s third Starlink launch in three weeks is just around the corner
SpaceX is just a few days away from Falcon 9’s third Starlink internet satellite launch in 22 days, also the second commercial Starlink rideshare mission in two weeks.
If successfully, Starlink v1.0 L9 mission will mark nearly six hundred internet satellites launched by SpaceX since the company began dedicated missions in May 2019, as well as ~530 operational v1.0 spacecraft launched since November 2019. According to SpaceX executives, the company can begin rolling out internet service to customers via “UFO on a stick” user terminals once 14 v1.0 launches have been completed, meaning that the constellation could be just five launches away from generating consistent revenue after the next batch of satellites are safely in orbit.
Meanwhile, SpaceX debuted a separate method of generating revenue from Starlink launches just ten days ago when it successfully launched three Planet imaging satellites on top of 58 new Starlink spacecraft. While the revenue from booking a few satellites to launch on Starlink missions is likely nowhere close to covering the actual material cost to SpaceX, it can certainly help offset the extraordinarily capital-intensive process of constellation build-out. Less than two weeks after SpaceX’s Starlink rideshare debut, the very next launch is scheduled to include two commercial imaging satellites – this time for BlackSky Global.

Built by Washington startup LeoStella, the two imaging satellites scheduled to launch on Starlink-9 arrived in Cape Canaveral, Florida on June 1st in time to be processed and installed on top of a stack of either 58 or 60 Starlink internet satellites.


Approximately half as large as the three ~110 kg (240 lb) SkySats SpaceX launched on June 13th, LeoStella’s first two BlackSky satellites are believed to weigh around 55 kg (~120 lb) each and are capable of imaging the Earth’s surface at a resolution of ~1m per pixel from a nominal 500 km (310 mi) orbit. BlackSky’s LeoStella contract includes another 18 such satellites, all of which could (but probably wont) launch on future Starlink missions.
Smallsat constellation operators typically aim for diversity when launching more than a handful of satellites, ensuring that a hypothetical launch vehicle failure wont delay or destroy an entire constellation. Still, according to competitor Planet, SpaceX’s rideshare pricing is so good that it has actively changed how the prolific satellite operator thinks about constellation expansion. Planet, for reference, managed to launch three SkySats – weighing ~330 kg (~730 lb) – for something like $3 million, at least 5-7 times cheaper than launching the same spacecraft on three dedicated Rocket Lab Electron rockets.
Supporting Planet’s high praise, SpaceX recently announced that it had already secured launch contracts for more than 100 small satellites less than ten months after the program debuted, potentially injecting an impressive $50 to $100 million in revenue. A large portion of those satellites are likely scheduled to launch on one of SpaceX’s dedicated semi-annual rideshare missions, the first of which is aiming to launch in December 2020, but at least one or several dozen are probably manifested on Starlink launches.


According to CEO Elon Musk, the ultimate cost of a flight-proven Falcon 9 launch can be as low as $15 million – excluding overhead but including a new upper stage, booster recovery, propellant, and other miscellaneous costs. As such, a single 60-satellite Starlink launch likely costs SpaceX less than $30 million total, meaning that an average of five small satellites (base price: $1 million per slot) manifested on a Starlink launch would save SpaceX ~17% every time.
Regardless, Falcon 9 booster B1051 is scheduled to become the third SpaceX rocket to launch five times when it lifts off for Starlink-9 no earlier than (NET) 4:39 pm EDT (20:39 UTC) on June 25th, a delay of three days from the original June 22nd target.
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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.