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/ Tuesday, July 21, 2026

France and Germany pledge European rival to Palantir's military software

France and Germany signed a joint declaration to build a 'European sovereign digital backbone' spanning data-centric security, AI and cloud, a move widely read as an effort to develop a homegrown alternative to Palantir's military software following talks between Emmanuel Macron and Friedrich Merz. Paris has pitched its AI-powered Arcadia command-and-control platform — alongside comparable German systems — as a replacement for Palantir's Maven Smart System, which underpins NATO targeting operations. The push follows France's DGSI moving to drop Palantir for French rival ChapsVision's ArgonOS and Germany's services making similar switches, with the partners targeting a proof-of-concept within 18 to 24 months.

BOC Aviation orders up to 300 CFM LEAP engines at Farnborough

Singapore-based lessor BOC Aviation announced at the Farnborough International Airshow that it will purchase and option up to 300 CFM International LEAP engines — 200 LEAP-1A and 100 LEAP-1B — its largest-ever engine order. The turbofans will power incoming Airbus A320neo-family and Boeing 737 MAX narrowbodies, deepening a LEAP relationship that already spans more than 240 aircraft in BOC's fleet. The order underscores resilient narrowbody demand as both planemakers sell delivery slots into the 2030s.

Boeing lands ~150 jet orders on Farnborough's opening day

Boeing booked nearly 150 orders on the July 20 opening day of the Farnborough International Airshow, headlined by lessor SMBC Aviation Capital, which split a major narrowbody deal by ordering 100 Boeing 737 MAX and 100 Airbus A320neo-family jets. Saudi Arabia's Riyadh Air committed to 28 Boeing 787 Dreamliners — converting 20 of its earlier 787-9 orders to the larger 787-10 — plus six Airbus A350-1000s, while Philippine Airlines took up to 20 Boeing 787-10s. The flurry firms up deals the two planemakers had chased for weeks as delivery slots sell out into the 2030s.

Archer and Anduril unveil dual-use autonomous VTOL aircraft

Archer Aviation and defense company Anduril unveiled a jointly developed autonomous hybrid-electric tiltrotor aircraft at Farnborough on July 20, offered in a commercial variant Archer calls Halo and a defense variant Anduril calls Thunder that share a common architecture. The series hybrid-electric design takes off vertically and transitions to wing-borne cruise, with Anduril saying Thunder is built to cruise above 200 knots and range thousands of nautical miles as an autonomous 'loyal wingman' flying alongside crewed aircraft. First flight is targeted for 2027.

Apple briefly overtakes Nvidia as world's most valuable company

Apple briefly surpassed Nvidia as the world's most valuable company on July 17, touching about $4.88 trillion as Nvidia shares slipped roughly 3% to a market value near $4.84 trillion during an AI-chip selloff, before Nvidia edged back ahead by the close. It marked the first time in more than a year that Apple held the top spot, which Nvidia had claimed since June 2025. Investors have rewarded Apple's lighter capital-spending approach — its stock is up about 23% in 2026 — even as megacap AI names cooled.

BYD's Brazil plant builds its 100,000th vehicle in about a year

BYD said its factory in Camaçari, Brazil rolled out its 100,000th vehicle in roughly a year of operation, a Dolphin Mini marking the milestone, as the Chinese automaker leans on exports to offset a cooling home market. The plant assembles the all-electric Dolphin Mini alongside the plug-in hybrid King and Song Pro. BYD's overseas sales hit a record 174,900 units in June, up about 95% year over year, lifting first-half exports to roughly 789,400 vehicles even as its domestic June sales fell about 22%.

/ Monday, July 20, 2026

SpaceX targets July 23 for Starship Flight 13 after engine swap

SpaceX is now targeting July 23 for its 13th Starship test flight after an interim July 20 window slipped, following the July 16 launch abort that halted the countdown at T-0 when four of Super Heavy's 33 Raptor engines failed to ignite. Engineers removed and replaced two Raptors on the booster before the next attempt. The mission — the second flight of the more powerful Version 3 vehicle — aims to deploy 20 next-generation Starlink V3 satellites for the first time on a suborbital trajectory, six of them carrying cameras to inspect the ship's heat-shield tiles before reentry.

Vertical Aerospace flies first eVTOL in Farnborough flying display

Vertical Aerospace began the first public piloted eVTOL demonstration flights in the history of the Farnborough International Airshow's flying display, flying its full-scale VX4 prototype during the July 20-24 show and exhibiting a full-scale model of its production aircraft, Valo. The Bristol-based company's piloted, four-passenger VX4 offers zero-emission flight with about 100 miles of range and a 150 mph cruise. Vertical says it holds roughly 1,500 conditional Valo pre-orders across four continents from customers including American Airlines, Japan Airlines, Avolon, Bristow and GOL.

SpaceX in talks to supply Pentagon with AI computing power

SpaceX is negotiating a multibillion-dollar arrangement to lease AI data-center computing capacity to the U.S. Department of Defense, the Wall Street Journal reported July 17. Rather than selling data centers outright, SpaceX would rent out compute for a limited period to run AI models across Pentagon operations — a move that would push the company into direct competition with Amazon, Microsoft, Google and Oracle for military cloud work. The talks are ongoing and could still fall apart; they follow SpaceX's earlier compute deals, including a roughly $45 billion multiyear contract with Anthropic and about $920 million a month from Google.

Farnborough Airshow opens; Boeing debuts MQ-28 Ghost Bat

The Farnborough International Airshow, the aerospace industry's biggest gathering, opened July 20 for a five-day run, with Boeing giving its uncrewed MQ-28 Ghost Bat collaborative combat aircraft its first static display at the show alongside a full-size 777X cabin mock-up and a T-7 trainer flight deck. Aviation-analytics firm IBA forecast up to 875 aircraft orders, options and commitments across the week — a rebound from the roughly 438 booked at Farnborough 2024 — though delivery slots sold out into the 2030s mean attention is as much on production as on fresh demand. Carriers including Etihad, Philippine Airlines and Riyadh Air are expected to firm up widebody deals with Boeing and Airbus during the event.

/ Sunday, July 19, 2026

SpaceX shares fall below $135 IPO price for first time

SpaceX stock (SPCX) closed below its $135 IPO price for the first time on July 16, ending down about 3% near $131 amid a broader tech selloff, after a fourth straight day of declines had left it just above the line a day earlier. The slide leaves shares roughly 42% below the record high above $225 they hit within days of the company's record ~$86 billion June 12 debut, and the retreat continued into the following week. The rapid unwind of the post-listing rally has poured cold water on this year's IPO market, dragging a key gauge of 2026 debuts lower with it.

Lucid shares rebound ~60% after denying bankruptcy report

Lucid Group shares rose about 14% on July 17, extending a three-day rebound to roughly 60% and clawing back a mid-week rout of as much as 57% that was triggered by a report the EV maker was weighing options including bankruptcy or going private. Lucid rejected the report as 'completely false,' with the denial issued in a public statement and filed with the SEC on Form 8-K, and told investors its pro forma total liquidity stands at about $4.7 billion with its Public Investment Fund-backed term-loan backstop still intact. The whipsaw underscored investor nerves about a company still burning more than $1 billion a quarter while delivering fewer than 4,000 vehicles.

Moonshot AI releases Kimi K3, largest open-weight model yet

Chinese lab Moonshot AI released Kimi K3 on July 16 — a roughly 2.8-trillion-parameter open-weight mixture-of-experts model with a 1-million-token context window and always-on reasoning — which it and early benchmarks call the largest open-weight model ever and competitive with the best closed US systems. K3 took first place on the Frontend Code Arena coding leaderboard, passing Anthropic's Claude Fable 5, OpenAI's GPT-5.6 Sol and Zhipu's GLM-5.2, and ranked third on the GDPval-AA real-world-task benchmark, at an API price of $3/$15 per million input/output tokens — a fraction of its US rivals. Moonshot said it will publish the full model weights on Hugging Face under a modified-MIT license around July 27.

XPeng launches L03 in Europe, undercutting Tesla's Model Y

XPeng unveiled its new Mona L03 compact electric SUV in Munich on July 16, its first model debuted simultaneously across international markets rather than launching in China first. In Germany the entry-level battery-electric version starts at €35,600 (about $40,700) with a 58.3 kWh LFP battery and 445 km of WLTP range — more than €3,000 below Tesla's Model Y and over €10,000 below Audi's Q4 e-tron — as Chinese automakers accelerate their push into Europe. XPeng is targeting 8,000 L03 sales in Germany this year and 20,000 next year.

Archer, BETA and Macquarie launch eVTOL charging consortium

Archer Aviation, BETA Technologies and Macquarie Capital on July 16 launched ACES — America's Consortium for Electric Skyways — a plan to build interoperable charging infrastructure at up to 250 airport and vertiport sites across the US by 2030. The network will use BETA's chargers built on the Combined Charging Standard (CCS), the open standard endorsed by the General Aviation Manufacturers Association and broadly adopted across the eVTOL industry, with initial sites prioritized in California, Texas, Florida and New York where the two air-taxi makers plan to operate. Macquarie Capital will advise the consortium and help arrange the capital to fund site acquisition and construction.

Li Auto relaunches revamped L6 SUV to revive EREV sales

Li Auto launched a revamped version of its L6 extended-range SUV on July 16 at an unchanged starting price of RMB249,800 (about $36,900), aiming to reinvigorate one of its best-selling but slowing models. The single L6 Ultra variant pairs a larger 51 kWh battery (up from 36.8 kWh) for 300 km of battery-only CLTC range and 1,250 km combined, with Li Auto's in-house 1,280-TOPS Mach M100 assisted-driving chip and a 29-inch 6K display. Deliveries begin within a week, part of a July EREV refresh alongside the all-new L9 as Li Auto targets roughly 550,000 deliveries in 2026 after a down year.

/ Saturday, July 18, 2026

TSMC pledges ~$100B more for Arizona, lifts 2026 capex to $60–64B

On its July 16 earnings call, TSMC said it will invest roughly $100 billion more to expand its Arizona campus — adding at least four more fabs to make 2nm-and-below chips — lifting its total planned U.S. investment to about $265 billion, the largest foreign direct investment in U.S. history. The chipmaker also raised its 2026 capital-spending forecast to a record $60–64 billion, up from a prior $52–56 billion, with 70–80% earmarked for advanced process technology. TSMC said that once the Arizona buildout is complete it expects about 30% of its 2nm-and-below capacity to sit in the United States.

SpaceX launches 21 SDA data-relay satellites; network hits halfway

A SpaceX Falcon 9 launched 21 York Space Systems satellites for the U.S. Space Development Agency from Vandenberg Space Force Base on July 16, the third batch for the Pentagon's Tranche 1 Transport Layer and the agency's first launch after a roughly nine-month pause to work through technical and operational issues. The additions bring the proliferated low-Earth-orbit data-relay constellation to 63 of a planned 126 satellites — about half its intended size. The booster, on its fourth flight, landed on the droneship 'Of Course I Still Love You' in the Pacific.

Axiom Space names new CFO and CIO for space-station push

Axiom Space said on July 15 it appointed Zach Gitomer as chief financial officer and Erick Wegerer as chief information officer, filling out its executive team as it develops the Axiom Station commercial space station, flies private astronaut missions and builds Artemis moonwalking spacesuits. Gitomer, who has advised on roughly 100 financing and M&A transactions worth nearly $100 billion, oversees finance and capital markets, while Wegerer — previously CIO at Boeing subsidiary Insitu — leads information systems and cybersecurity. The hires continue a stabilization drive following heavy 2024–2025 leadership churn and cash strains, after Axiom closed an oversubscribed $525M-plus round in June.

Anthropic in talks to lease up to $10B of Meta compute

Anthropic is in early-stage talks to lease AI computing power from Meta in a deal that could be worth as much as $10 billion over two years, the New York Times reported July 17, with Anthropic paying in monthly increments and either side able to exit early. The arrangement would help Meta earn revenue from its data centers and compete with neocloud providers such as CoreWeave and Nebius, while giving Anthropic more capacity as it scales Claude ahead of a possible fall IPO. It would be smaller than the roughly $45 billion, three-year compute contract Anthropic struck with SpaceX in May for the Colossus 1 data center.

Moderna doses first patient in mRNA-4200 solid-tumor trial

Moderna said on July 16 it dosed the first U.S. participant in a Phase 1 trial of mRNA-4200, an off-the-shelf tumor-targeted cancer antigen therapy given alongside checkpoint-inhibitor treatment in adults with advanced or metastatic solid tumors. The candidate encodes seven antigens commonly shared across patients and tumor types and is designed to induce and expand T-cell responses; it is Moderna's third off-the-shelf cancer antigen therapy and was developed with Immatics. The open-label, multicenter, dose-escalation study will evaluate the therapy's safety and tolerability.

AST SpaceMobile prices $1B convertible notes; shares slide

AST SpaceMobile priced a private offering of $1.0 billion of 1.625% convertible senior notes due 2034 on July 15, with an initial conversion price of about $79.57 per share, a capped-call cap near $149.20, and a 13-day option for up to $150 million more; settlement is expected around July 20. The satellite-to-smartphone company said it will use proceeds to fund growth initiatives and secure additional access to orbit for its BlueBird constellation. ASTS shares fell more than 17% as investors weighed the added dilution.

Helsing raises $1.8B Series E at $18B valuation

German defense-AI company Helsing said on July 13 it raised $1.8 billion in a Series E round valuing it at $18 billion — Europe's largest defense-startup raise, cementing its position as the continent's most valuable defense-tech company. New and existing backers included Dragoneer, Lightspeed, Iconiq, Growth Equity at Goldman Sachs Alternatives, JPMorganChase, CPP Investments, General Catalyst, Plural and StepStone, with the company saying investor demand far exceeded the available allocation. Helsing, which makes the HX-2 strike drone and Centaur AI fighter-pilot software and remains predominantly European-owned, will use the capital to scale its multi-domain buildout.

Fusion industry hits record $4.48B in annual funding

The Fusion Industry Association's 2026 report, released July 13, said 56 fusion companies raised a record $4.48 billion in the year to mid-2026 — up 69% from 2025 — lifting cumulative private fusion investment to $14.24 billion and industry employment above 16,000. The largest rounds came from Commonwealth Fusion Systems ($863 million) and Helion Energy ($465 million), and 71% of surveyed companies still expect a fusion plant to deliver commercial electricity in the 2030s. The tally underscores accelerating investor conviction as demand for clean, firm power for AI data centers grows.

/ Friday, July 17, 2026

SpaceX aborts Starship Flight 13 at engine ignition

SpaceX's 13th Starship test flight was aborted at T-0 on July 16 just as the Super Heavy booster began lighting its 33 Raptor engines, when four of them failed to ignite and the vehicle's flight computer automatically halted the countdown. The mission — the second flight of the more powerful Version 3 vehicle — was set to attempt the first deployment of Starlink V3 satellites on a suborbital trajectory. Elon Musk said engineers will remove and replace two Raptor engines on the booster before the next attempt, which he said is most likely early the following week.

Nvidia launches Cosmos 3 Edge robot model, forms Japan coalition

Nvidia on July 16 unveiled Cosmos 3 Edge, a 4-billion-parameter 'world model' for on-device vision reasoning and robot-action generation that runs on Jetson and edge GPUs, letting robots perceive and navigate physical environments in real time. During CEO Jensen Huang's visit to Tokyo, the company said Japanese industrial leaders — including FANUC, Fujitsu, Hitachi, Kawasaki Heavy Industries, Kubota, NEC, SoftBank, Sony and Yaskawa Electric — intend to join a new NVIDIA Cosmos Coalition to build open physical-AI models. Kawasaki said it plans to apply Nvidia's Cosmos, Isaac and Holoscan software to surgical-support, nursing-assistance and hospital-transport robots.

Anthropic lines up investor meetings ahead of possible IPO

Anthropic is moving closer to a public listing, with bankers scheduling meetings between the AI developer's executives and prospective investors, CNBC reported July 15. The company confidentially filed for an IPO in June and is reportedly targeting an October Nasdaq debut that could rank among the largest technology offerings ever. Anthropic has not confirmed a date, and any timing remains contingent on market conditions and the SEC review.

Anduril, Pentagon sign framework deal for air-launched Barracuda-500

Anduril Industries and the U.S. Department of War signed a framework agreement on July 15 to scale production of the air-launched Barracuda-500, a low-cost, software-defined stand-off strike munition. The two-phase deal is intended to lead to procurement of thousands of the missiles per year over roughly seven years, with initial deliveries beginning in 2027. Barracuda production is expected to shift to Arsenal-1, Anduril's roughly $1 billion, 5-million-square-foot factory in Pickaway County, Ohio, later this year.

Boeing and Airbus vie for SMBC narrowbody order before Farnborough

Boeing and Airbus are each competing to land a major narrowbody order from lessor SMBC Aviation Capital, with Boeing in advanced talks for about 100 737 MAX jets and Airbus pursuing a similarly sized A320neo commitment, Bloomberg reported July 16 ahead of the Farnborough International Airshow. The July 20-24 show could see orders and commitments for up to 875 commercial aircraft, according to a forecast from aviation-analytics firm IBA. Philippine Airlines is also reported to be close to splitting a widebody order between 15 Boeing 787-10s and nine Airbus A350-1000s.

SF mayor presses for tougher AV rules after July 4 Waymo gridlock

San Francisco Mayor Daniel Lurie on July 16 urged California state regulators to establish tougher statewide standards for autonomous vehicles, nearly two weeks after a cluster of Waymo robotaxis ran out of charge and stalled in heavy July 4 traffic, blocking key streets and worsening gridlock. The appeal adds to mounting scrutiny of the sector, coming days after federal safety regulators demanded AV developers fix a pattern of driverless cars interfering with first responders. Waymo, which operates the largest U.S. robotaxi fleet, is expanding into several new cities.

/ Thursday, July 16, 2026

TSMC Q2 profit jumps 77% to a record on AI chip demand

Taiwan Semiconductor Manufacturing Co. reported second-quarter 2026 net profit of NT$706.6 billion (about US$22 billion) on July 16, a 77% jump from a year earlier to a record that far surpassed analysts' roughly NT$632.6 billion consensus. Revenue rose 36% to a record NT$1.27 trillion, near the top of guidance, as demand for the leading-edge N3 and N5 nodes that build AI accelerators for customers such as Nvidia and Apple stayed near capacity — TSMC's advanced CoWoS packaging is reported sold out through year-end. It marked the chipmaker's fifth straight record quarter amid the AI-driven buildout.

Zipline's US deliveries surge as it adds Cleveland Clinic, Austin

Zipline said on July 15 that the number of businesses offering delivery through its app grew 13-fold in the first half of 2026, pushing its lifetime total past 2.5 million autonomous commercial deliveries — including one million in the past year alone. The drone-logistics company launched consumer service in Austin and a home prescription-delivery partnership with Cleveland Clinic, its first healthcare home-delivery service, and CEO Keller Rinaudo Cliffton told CNBC he expects the US business to grow 15x over 2026. To scale, Zipline hired executives from Tesla, Waymo and Uber, including former Tesla finance vice president Sendil Palani as chief financial officer.

Anthropic tops AI safety index but still earns only a C+

The Future of Life Institute's Summer 2026 AI Safety Index, which grades nine leading AI developers across 37 indicators in six domains, ranked Anthropic first with an overall grade of just C+, followed by OpenAI and Google DeepMind at C, Meta at D+, and xAI, DeepSeek and Mistral effectively failing. The expert review panel, which includes UC Berkeley's Stuart Russell, said even the most safety-focused labs are performing mediocrely against their own stated standards as their models are wired into cybersecurity, healthcare and autonomous agents. It also flagged a consistent pattern of frontier labs quietly weakening or dropping safety commitments made during fundraising as competitive pressure mounts.

US official says 'very few' Nvidia H200 chips shipped to China

A senior U.S. trade official said on July 14 that only 'very few' of Nvidia's H200 artificial-intelligence chips have so far been shipped to China and Hong Kong, describing 'a very small quantity,' after Washington began issuing export licenses for the older Hopper-generation processor. The Trump administration agreed late last year to approve H200 sales to China in exchange for a 25% cut of the revenue, assessing buyers case by case against national-security conditions. The remarks suggest the resumption of China sales — potentially a meaningful new revenue stream for Nvidia — is still ramping slowly.

/ Wednesday, July 15, 2026

ASML posts €9.3B Q2 sales, raises full-year 2026 outlook

ASML reported second-quarter 2026 net sales of €9.3 billion, net income of €2.9 billion and a 54.0% gross margin, and lifted its full-year revenue guidance to between €43 billion and €45 billion from prior forecasts. The Dutch lithography monopolist guided to €11-12 billion of third-quarter sales and said order intake stayed strong through the first half, helped by a record €6.86 billion booking from memory maker SK Hynix earlier in July. Citing that momentum, ASML said it plans to add about 30% to both its low-NA EUV and DUV immersion tool capacity for 2027, with a possible further 30% in 2028.

TSMC posts record June revenue, up 68% ahead of earnings

Taiwan Semiconductor Manufacturing Co. reported June 2026 consolidated revenue of about NT$442.68 billion, up 6.2% from May and 67.9% from a year earlier, lifting first-half 2026 revenue to roughly NT$2.40 trillion — a 35.6% annual increase. The surge reflects near-fully-booked demand for TSMC's leading-edge N3 and N5 nodes that produce AI accelerators for customers including Nvidia and Apple. The figures set up TSMC's closely watched second-quarter earnings report on July 16, where investors will focus on capital-spending plans amid a broader selloff in AI chip stocks.

Nvidia halves Asian AI-chip buyer list in China crackdown

Nvidia has more than halved the number of Asian customers cleared to buy its AI chips, introducing a 'white list' of firms that passed tougher compliance checks meant to stop the processors from being diverted to China, the Financial Times reported July 14. The company has stepped up vetting in Singapore, Malaysia and Japan — with staff now visiting customers' data centers, verifying contracts and interviewing end users — and many smaller 'neo-cloud' providers that failed the initial review were dropped and must reapply. The U.S. Commerce Department is backing the effort, part of a Trump administration push to keep advanced Blackwell-class chips from reaching Chinese-linked entities through third countries.

Boeing delivers 171 jets in Q2, best first half since 2018

Boeing said on July 14 it delivered 171 commercial aircraft in the second quarter of 2026 — 129 737s, 25 787 Dreamliners, 10 767s and seven 777s — up from 143 in the first quarter, bringing first-half deliveries to 314, its strongest opening half since 2018 as 737 MAX output continues to recover. The planemaker also handed over 35 aircraft and systems from its Defense, Space & Security unit in the quarter, for 65 year-to-date. The delivery pace strengthens Boeing's cash generation as it heads into the Farnborough Airshow, where it is expected to book widebody orders from carriers including Etihad and Philippine Airlines.

Lucid shares plunge on bankruptcy report the company denies

Lucid Group shares cratered on July 14, closing down about 16% after briefly falling roughly 50% intraday and triggering three trading halts within an hour, following a Bloomberg report that the EV maker was weighing options including bankruptcy or a going-private deal. Lucid publicly rejected the report, calling the rumors of a Chapter 11 filing 'completely false.' Trading volume spiked to more than 150 million shares — around seven times its three-month average — as the turmoil rippled across EV peers Rivian and NIO.

Rocket Lab completes full-duration hot fire of Neutron's AVac engine

Rocket Lab said it completed a full-duration hot fire of the Archimedes Vacuum (AVac) engine that will power Neutron's second stage, a critical propulsion milestone toward the medium-lift rocket's first flight. The test clears a major item on the path to Neutron's debut, which the company continues to target for the fourth quarter of 2026 after tank-rupture and other setbacks pushed the schedule back from an earlier 2026 goal. Rocket Lab's smaller Electron rocket has meanwhile posted a record first half of 2026, driving a rise in launch contracts and revenue.

FAA closes Starship Flight 12 probe, clearing Flight 13

The FAA said on July 13 it had closed the SpaceX-led investigation into the loss of the Super Heavy booster on Starship's Flight 12 and accepted the findings, clearing the way for the next test flight. The agency said the mishap was caused by heat effects on propulsion-system components during ascent and erroneous engine-alarm settings, and that SpaceX had made hardware and software configuration changes to prevent a recurrence. Flight 13 — the second launch of the more powerful Version 3 vehicle, pairing Booster 20 with Ship 40 — is now targeted for no earlier than July 16 from Starbase, Texas.

/ Tuesday, July 14, 2026

Report says Nvidia's Kyber AI rack slips to 2028; Nvidia denies

Semiconductor research firm SemiAnalysis reported that Nvidia's Kyber NVL144 rack — a system packing 144 next-generation Rubin Ultra GPUs into a single NVLink domain — has slipped from 2027 to 2028 because its 'orthogonal backplane' printed-circuit midplane proved too defect-prone to manufacture at volume, and that a planned stopgap design was scrapped after customer pushback. Nvidia disputed the report, telling Bloomberg its 'road map is intact' and noting that its standard Rubin systems are already in full production. The two claims can both hold because the reported delay affects only the highest-density Rubin Ultra rack, not the base Rubin platform shipping in 2026.

Unitree wins approval for landmark Shanghai humanoid-robot IPO

China's securities regulator approved Unitree Robotics' initial public offering on the Shanghai STAR Market on July 3, clearing the way for the Hangzhou company to raise about 4.2 billion yuan (roughly $618 million) and become the A-share market's first pure-play humanoid-robot stock. The registration cleared in a record 104 days after Unitree filed in March, and a market debut could come as early as late July at an initial valuation near 42 billion yuan. Humanoid robots made up 51.5% of Unitree's revenue in the first nine months of 2025, and the company shipped more than 5,500 humanoid units that year — far more than any Western rival.

Anthropic hires Monzo co-founder Tom Blomfield for compute team

Tom Blomfield, co-founder of British digital bank Monzo and payments firm GoCardless, said on July 13 that he is taking a leave of absence from startup accelerator Y Combinator to join Anthropic as a member of technical staff on its compute team. He will work under Anthropic co-founder and chief compute officer Tom Brown on the infrastructure that trains and runs the company's models. The hire extends a run of high-profile 2026 additions at Anthropic that includes Andrej Karpathy from OpenAI, Nobel laureate John Jumper from Google DeepMind, and former Microsoft Azure executive Eric Boyd.

SpaceX flies a flight-proven Falcon booster for the 600th time

SpaceX was set to notch its 600th launch using a flight-proven — previously flown and recovered — Falcon first stage early on July 14, flying the Starlink 10-45 mission from Space Launch Complex 40 at Cape Canaveral and adding 29 broadband satellites to its low-Earth-orbit constellation. The milestone underscores how routine booster reuse has become for the company, whose fleet-leading first stages have each now flown dozens of times. It came just days after SpaceX set a single-booster reuse record with a 36th flight.

DC Council holds first robotaxi hearing as Waymo, Tesla eye entry

The District of Columbia Council held its first public hearing on driverless-car deployment on July 13, taking testimony on the Autonomous Vehicle Deployment Authorization Amendment Act of 2026, a bill that would create a licensing path for commercial robotaxis but not permit paid driverless rides in the city until January 2028. Representatives tied to Waymo and Tesla were among those weighing in, alongside labor and privacy advocates who raised concerns about jobs and data collection. Waymo has said it plans to bring its robotaxi service to Washington and build two local service centers in Wards 5 and 7.

Anthropic rolls out local rupee pricing for Claude in India

Anthropic began showing localized rupee pricing for Claude subscriptions to Indian users on July 13, its first such localization outside the United States and a bid to grow in what it says is its second-largest market, accounting for 5.8% of global Claude usage. Claude Pro is now listed at ₹2,000 per month on annual billing (₹2,399 monthly), with Max tiers at ₹11,999 and ₹23,999, and the posted prices include India's 18% GST while sparing users the 2–3% foreign-transaction fees they previously paid on dollar charges. Anthropic has not yet enabled payments through India's UPI network, so subscribers still pay by card or app-store billing.

/ Monday, July 13, 2026

Apple sues OpenAI, alleging hardware trade-secret theft

Apple filed a lawsuit in California federal court on July 10 accusing OpenAI and its hardware chief Tang Tan — a former Apple vice president — of a coordinated campaign to steal trade secrets about Apple's unreleased products. The complaint alleges OpenAI pushed Apple employees and job candidates to bring components, drawings and 'actual parts' to interviews for 'show and tell,' and that one departing engineer kept an Apple laptop loaded with confidential technical documents. The suit, which also names Jony Ive's OpenAI-owned io Products, seeks to bar OpenAI from using the material and force its return.

Tesla starts public-road tests of production Cybercab in Austin

Tesla began public-road testing of its production Cybercab — a purpose-built two-seat robotaxi with no steering wheel or pedals — on Austin, Texas streets in late June, the first time the dedicated vehicle has driven in live traffic rather than a retrofitted Model Y. The cars are running as engineering test vehicles with a safety monitor in the passenger seat, relying entirely on cameras and onboard AI rather than the radar and lidar used by rival Waymo. Tesla is targeting paid Cybercab rides in Austin before the end of 2026.

NIO posts record June deliveries, Q2 up 49% year over year

NIO delivered a record 40,597 vehicles in June — up 62.9% year over year — split across its premium NIO brand (21,908), mass-market ONVO (11,743) and compact FIREFLY (6,946) marques, according to figures released July 1. Second-quarter deliveries reached 107,658, a 49.4% annual increase, lifting cumulative deliveries past 1.18 million. The new ES9 flagship SUV hit 10,000 deliveries within 30 days of its late-May launch, a record for battery-electric models priced above RMB 500,000 in China.

SpaceX joins the Nasdaq-100 just weeks after its IPO

SpaceX was added to the Nasdaq-100 index effective July 7, only 15 trading days after its record-setting June 12 market debut, under Nasdaq's new fast-track rule for mega-listings. The inclusion is expected to draw billions of dollars in passive buying from the more than $800 billion of funds tracking the index, though SpaceX's initial weighting is small — an estimated 0.5% to 0.7% — because less than 5% of its shares trade freely. It is one of the first launch companies to enter the benchmark, underscoring investor appetite for space stocks.

/ Sunday, July 12, 2026

China recovers a rocket booster for the first time with Long March 10B

On July 10, state contractor CASC flew the maiden mission of its new single-stick, partially reusable Long March 10B from the Hainan Commercial Space Launch Site and, about 11 minutes after liftoff, recovered the rocket's first stage on a sea-based platform using a net-capture system — China's first-ever controlled recovery of an orbital-class booster. The feat makes China the second country after the United States to demonstrate first-stage recovery, and the first to do it via net capture rather than landing legs. CASC said it aims to refurbish and refly the recovered booster before the end of 2026, a step toward closing the reusability gap with SpaceX.

Musk tells Tesla staff to switch to xAI's Grok

Elon Musk sent Tesla employees a memo on July 10 urging them to move to Grok, the AI model from his own startup xAI, 'when possible,' citing Grok 4.5's lower token costs versus rivals and asking engineers to email him feedback on the model directly. The push follows Tesla's decision days earlier to cap employee spending on third-party AI tools at $200 a week — a limit that applies to models from Anthropic, OpenAI and Google but pointedly exempts Grok. After media coverage, Musk clarified he had only asked teams to test Grok 4.5 for specific tasks and to keep using competing models where they perform better.

Airbus delivers 351 jets in H1, its best first half since 2019

Airbus said on July 10 it delivered 351 commercial aircraft in the first half of 2026 — including 89 in June — up about 15% from 306 a year earlier and its strongest first-half performance since 2019, as output recovered from the Pratt & Whitney geared-turbofan engine shortage that dragged on the first quarter. The planemaker logged 887 gross orders (822 net after cancellations) through June and now expects to hand over about 80 jets in July. Airbus is internally targeting more than 900 deliveries for the full year, above its official guidance of around 870.

/ Saturday, July 11, 2026

OpenAI launches ChatGPT Work agent powered by GPT-5.6

OpenAI on July 9 launched ChatGPT Work, an agent inside ChatGPT that gathers context across a user's connected apps, breaks a goal into steps and works autonomously for hours to return finished spreadsheets, slides, documents and interactive web apps rather than chat replies. The agent is powered by the newly broadened GPT-5.6 model family (Sol, Terra and Luna) and follows the same usage structure as OpenAI's Codex, which is being folded into a single ChatGPT desktop app. OpenAI positioned the release as an escalation of the AI-agent race against rivals building autonomous 'do-the-work' assistants.

NHTSA orders robotaxi firms to fix first-responder interference

The U.S. National Highway Traffic Safety Administration on July 8 sent letters to autonomous-vehicle developers demanding they fix a 'clear pattern' of driverless cars interfering with police, firefighters, ambulances and other first responders, calling the failures a 'functional insufficiency' rather than a rare edge case. Regulators cited multiple incidents — including Waymo vehicles that had to be moved by officers during emergencies — and gave companies until the end of July to explain how they will detect and respond to emergency scenes. Waymo, which operates the largest U.S. robotaxi fleet, said it is reviewing the request as it continues its multi-city expansion.

BYD wins 11.3 GWh battery deal for Abu Dhabi solar-storage plant

BYD Energy Storage said on July 9 it signed a contract to supply 11.275 GWh of battery storage — a single station rated at 1,644 MW / 11,275 MWh — for Masdar's Round-the-Clock renewable-energy project in Abu Dhabi, the world's first gigascale plant designed to deliver solar power 24 hours a day. The RTC project pairs a 5.2 GW solar array with a 19 GWh battery system; BYD's award, one of the largest storage procurements ever signed, uses its Haohan system built around a new 2,710 Ah storage Blade Battery. The deal deepens BYD's push beyond passenger EVs into grid-scale energy storage in the Middle East.

Boeing opens Everett 'North Line' 737 MAX assembly line

Boeing held a ribbon-cutting on July 10 for its new 737 MAX 'North Line' at the Everett, Washington factory, a roughly $1 billion, fourth final-assembly line meant to lift single-aisle output beyond the current 47 jets a month toward 52 and, eventually, higher rates. It is the first time 737s have been assembled outside Boeing's Renton plant since production was consolidated there in 1970; assembly work began July 6 and the first Everett-built MAX is expected to roll out by year end. The line adds nearly 1,000 jobs and is central to Boeing's push to clear its 737 backlog and stabilize production after years of turmoil.

SpaceX static-fires Starship Flight 13 booster, eyes July 14

SpaceX fired all 33 Raptor engines on Super Heavy Booster 20 at Starbase, Texas around July 10, clearing a key milestone toward Starship's 13th test flight — the second launch of the more powerful Version 3 vehicle, pairing Booster 20 with Ship 40. The booster static fire followed the earlier six-engine static fire of Ship 40, leaving the vehicle largely cleared for launch. The FAA has issued a provisional window opening July 14, though the date could slip; SpaceX is aiming to raise Starship's cadence toward roughly one flight a month and attempt full orbital injection on a later mission.

Anthropic brings Claude Cowork to web and mobile

Anthropic expanded Claude Cowork — its agentic 'AI coworker' that runs longer, multi-step tasks — to the web and to iOS and Android on July 7, with sessions now running remotely in the cloud so work continues after a user closes their laptop and syncs across devices. The rollout began with the $100-a-month Max plan, with other tiers to follow and usage limits doubled through August 5. Anthropic said data from about 1.2 million sessions shows more than 90% of Cowork usage is business operations and content creation rather than coding.

/ Friday, July 10, 2026

OpenAI launches GPT-Live full-duplex voice for ChatGPT

OpenAI on July 8 launched GPT-Live, a new generation of voice models built on a full-duplex architecture that lets ChatGPT listen and speak at the same time rather than waiting for discrete turns. Two models — GPT-Live-1 and GPT-Live-1 mini — are rolling out globally across iOS, Android and ChatGPT.com, with GPT-Live-1 becoming the default voice for paid Go, Plus and Pro users and the mini serving the free tier. For questions needing web search or deeper reasoning, GPT-Live delegates to OpenAI's latest frontier model behind the scenes and folds the result back into the conversation.

Airbus trims 20-year jet demand forecast to 42,060 aircraft

Airbus released its 2026-2045 Global Market Forecast in London on July 8, projecting demand for 42,060 new passenger and freighter aircraft over the next two decades — down about 1% from its prior rolling forecast after the Iran war and trade tensions slowed a post-pandemic rebound. The planemaker sees passenger traffic growing 3.9% annually, driven by GDP growth, rising urban populations and an expanding middle class, with India the fastest-growing major market at a revised 9.1% domestic growth rate. The forecast underpins Airbus's long-term production ambitions as it works to lift output across its A320neo and widebody lines.

SpaceX flies a Falcon 9 booster for a record 36th time

SpaceX set a new rocket-reuse record on July 9, launching its most-flown Falcon 9 first stage, booster B1067, for a 36th time on the Starlink 10-42 mission from Space Launch Complex 40 at Cape Canaveral at 5:25 a.m. EDT. The flight added 29 Starlink broadband satellites to the constellation, and about eight minutes after liftoff B1067 landed on the droneship 'A Shortfall of Gravitas' — the 160th landing for that vessel and the 635th booster landing in SpaceX history. B1067, which debuted in 2021, extends its lead as the most-flown booster in the fleet.

Boeing quietly boosts 777X range by more than 700 nm

Boeing has revised the published range figures for its in-development 777X family, lifting the 777-8 to 9,500 nautical miles (up about 755 nm, or roughly 8.6%) and the 777-9 to 8,000 nm (up about 715 nm, roughly 9.8%) versus specs listed as recently as mid-June. The 777-8 Freighter's advertised range also rose to 5,000 nm from 4,410 nm. Boeing made no formal announcement — the changes were spotted by comparing archived product pages — and the longer legs sharpen the 777-9's competitiveness against Airbus's A350-1000ULR as flight testing progresses toward certification.

Space Force adds Relativity Space to national-security launch pool

The U.S. Space Force on July 7 onboarded Relativity Space's Relativity Federal subsidiary to the National Security Space Launch (NSSL) Phase 3, Lane 1 program, letting the company compete for task orders on lower-priority, less-demanding national-security missions. Relativity received an initial $5 million task order for risk and capability assessments, joining Impulse Space as the newest additions to the on-ramping launch pool. The award backs Relativity's partially reusable Terran R rocket — an 87-meter vehicle powered by 13 3D-printed Aeon R engines and rated for about 23,500 kg to low Earth orbit — which is targeting a first flight no earlier than late 2026.

Firefly wins $13M NASA JPL subcontract for Mars SkyFall aeroshell

Firefly Aerospace said on July 7 it received a $13 million subcontract from NASA's Jet Propulsion Laboratory to manufacture, test and deliver the aeroshell for NASA's SkyFall mission to Mars, targeted to launch in late 2028. SkyFall is designed to deploy three heritage-design Mars helicopters to perform science and demonstrate airborne subsurface mapping and resource prospecting. Firefly said it is the first contract awarded to its Gloworks innovation lab, broadening the company's work beyond launch and lunar landers into deep-space hardware.

Vodafone Ireland makes first European D2D emergency call via AST

Vodafone Ireland, with the government's Office of the Government Chief Information Officer, said on July 2 it completed what it called Europe's first live direct-to-device emergency-services satellite call, connecting a standard smartphone through AST SpaceMobile's BlueBird constellation on Clare Island, County Mayo. The test — run via Satellite Connect Europe, the Vodafone–AST SpaceMobile joint venture — showed frontline responders could keep voice and data service where terrestrial networks are unavailable. AST SpaceMobile shares rose after the trial as the company scales its space-based cellular broadband network.

/ Thursday, July 9, 2026

Blue Origin raises $10B at $130B valuation in first outside round

Blue Origin is raising about $10 billion at a $130 billion pre-money valuation, its first-ever external fundraising round, according to reports on July 8. Coatue is expected to invest roughly $4 billion and founder Jeff Bezos about $2 billion, with other large investors covering the balance. The raise follows the late-May New Glenn static-fire explosion and rides a wave of investor interest in space companies after SpaceX's record IPO.

OpenAI opens GPT-5.6 Sol, Terra and Luna to the public

OpenAI began rolling out its GPT-5.6 model series — Sol, Terra and Luna — to all users on July 9, after an initial late-June preview that had been limited to government-approved partners pending a federal safety review. Sol is the flagship tier tuned for demanding domains such as biology, chemistry and cybersecurity, Terra is a balanced mid-tier, and Luna is the fastest and most affordable option. Preview API pricing runs $5/$30 per million input/output tokens for Sol, $2.50/$15 for Terra and $1/$6 for Luna.

Waymo goes driverless in Las Vegas, adds three more cities

Waymo said on July 8 it is expanding fully autonomous service to four new U.S. markets — Las Vegas, San Diego, Tampa and Denver — with Las Vegas vehicles operating with no human at the wheel that day and the others to follow, initially for Alphabet employees before opening to the public. The Alphabet unit now runs driverless rides in more than 10 cities, operates roughly 3,500 robotaxis and has surpassed 20 million trips. The push advances Waymo's stated goal of 1 million paid rides per week by the end of 2026, ahead of a planned London launch.

China flags Claude Code 'backdoor'; Alibaba bans the tool

China's Ministry of Industry and Information Technology warned on July 8 that Anthropic's Claude Code contains a 'security back-door vulnerability that poses a serious threat,' after researchers alleged hidden code that steganographically detected whether users were based in China or affiliated with Chinese AI labs. Anthropic said the mechanism was an experiment launched in March to curb account abuse and model distillation, and that the code was removed in a pull request merged July 1. Alibaba ordered employees to stop using Claude Code for work effective July 10, adding it to a list of high-risk software.

BYD builds its 17 millionth new-energy vehicle

BYD produced its 17 millionth new-energy vehicle on July 8, just 82 days after reaching 16 million, with the milestone car a newly launched Seal 08 flagship sedan. BYD says the Seal 08, which went on sale July 2 from 196,900 yuan (about $28,950), has already logged more than 100,000 firm orders. The accelerating milestone cadence underscores the pace of BYD's output as it pushes further into overseas markets.

Rocket Lab declares success on Space Force VICTUS HAZE mission

Rocket Lab said on July 7 it completed the U.S. Space Force's VICTUS HAZE tactically responsive space mission with full success, launching its Pioneer spacecraft on an Electron rocket just 16 hours and 42 minutes after the notice to launch — the fastest such response on record. The company commissioned the satellite in 38 hours against a 72-hour deadline and completed on-orbit rendezvous and proximity operations — tracking and photographing a target satellite — in under 59 hours. The demonstration showcases the rapid-response capabilities the Space Force wants for national-security missions.

Canada picks Telesat Lightspeed for Arctic military satcoms

Telesat announced on July 8 an agreement in principle with Canada's Defence Investment Agency to supply secure Military Ka-band connectivity across the Arctic (65°N to 90°N) for the Canadian Armed Forces' Enhanced Satellite Communications Project – Polar. The deal, which builds on a 2025 partnership among the agency, Telesat and MDA Space, would use Telesat's low-Earth-orbit Lightspeed constellation, with a definitive contract expected in the coming weeks. Telesat said the award does not change Lightspeed's targeted first-quarter 2028 global service start.

Boston Dynamics' Atlas robot makes World Cup debut

Boston Dynamics' electric Atlas humanoid delivered the match ball to the referee at the Brazil–Norway round-of-16 game in East Rutherford, New Jersey on July 5, in what the company and partner Hyundai billed as the first integration of a humanoid robot into a live World Cup match. The robot walked pitchside and performed goal-celebration moves before handing over the ball. Boston Dynamics has said its 2026 Atlas production is committed to Hyundai and Google DeepMind.

/ Wednesday, July 8, 2026

Vertex to buy Crinetics for ~$10B in largest-ever deal

Vertex Pharmaceuticals agreed on July 6 to acquire endocrine-disease specialist Crinetics Pharmaceuticals for $85 per share in cash, valuing the San Diego company at roughly $10 billion — Vertex's largest acquisition to date and about a 102% premium to Crinetics' prior close. The deal hands Vertex Palsonify (paltusotine), an oral once-daily drug approved in September 2025 for acromegaly, plus an endocrinology pipeline the companies say could deliver more than $5 billion in combined peak annual revenue. Approved by both boards, the transaction is expected to close in the third quarter of 2026 and become accretive to non-GAAP operating income in 2029.

Anthropic launches Claude Sonnet 5, now default in Claude Code

Anthropic released Claude Sonnet 5 on June 30, positioning the model as a cheaper, faster way to run agentic and coding workloads while narrowing the gap with its flagship Opus tier. The model ships with a one-million-token context window and promotional API pricing of $2 per million input tokens and $10 per million output tokens through August 31, after which rates rise to $3 and $15. Sonnet 5 has become the default model in Claude Code for Free and Pro users as Anthropic pushes to win developer share against OpenAI.

Amazon says Leo has enough satellites to start service this year

Amazon said on July 2 that it has now deployed enough satellites to begin offering commercial Leo broadband service later in 2026, after a United Launch Alliance Atlas V added 29 spacecraft to bring the low-Earth-orbit constellation to roughly 396 satellites. The milestone moves Amazon closer to competing directly with SpaceX's Starlink, which operates about 10,000 satellites and serves more than 12 million customers. Amazon plans an eventual fleet of more than 3,000 satellites and has lined up launches with ULA, Arianespace, Blue Origin and SpaceX.

OpenAI releases faster gpt-realtime-2.1 voice models

OpenAI released two new Realtime API models on July 6 — gpt-realtime-2.1 and gpt-realtime-2.1-mini — aimed at building low-latency voice and multimodal agents. The company said improved caching cut 95th-percentile latency by at least 25% across its Realtime voice models, while the full model adds better alphanumeric recognition, silence and noise handling, and interruption behavior. The mini tier brings realtime reasoning and tool use at a lower price point, framing the update as production-focused rather than a new frontier model.

SpaceX flies Transporter-17 rideshare with 81 payloads

A SpaceX Falcon 9 launched the Transporter-17 rideshare mission from Space Launch Complex 4E at Vandenberg Space Force Base at 12:12 a.m. PDT on July 7, carrying 81 payloads — including cubesats, microsats, hosted payloads and orbital transfer vehicles — to a sun-synchronous orbit. The first stage, on its 11th flight, landed on the droneship 'Of Course I Still Love You' in the Pacific about 8.5 minutes after liftoff. It was the 17th flight of SpaceX's dedicated Transporter smallsat rideshare program.

/ Tuesday, July 7, 2026

Anthropic signs $19B, 20-year Kentucky data-center lease

TeraWulf said on July 6 that Anthropic signed a 20-year lease for a purpose-built AI infrastructure campus at TeraWulf's Justified Data site in Hawesville, Kentucky, a deal expected to generate roughly $19 billion in contracted revenue. The campus will host about 401 megawatts of critical IT load, with initial capacity slated to come online in the second half of 2027 and the full build ramping by early 2028. TeraWulf shares jumped about 17%; alongside the lease it agreed to sell its 50.1% stake in the Abernathy, Texas data-center joint venture to a Fluidstack-led group for roughly $530 million.

Rivian launches $1.5B stock offering to fund growth

Rivian commenced an underwritten public offering of 75 million common shares on July 6, a raise worth roughly $1.5 billion at the stock's recent price, with a 30-day option for underwriters to buy up to 11.25 million additional shares that could lift the total toward $1.74 billion. The automaker said the net proceeds are for general corporate purposes, including equity contributions tied to its amended U.S. Department of Energy loan arrangement supporting its Georgia manufacturing plant. The sale, led by Goldman Sachs, follows Rivian's stronger-than-expected second-quarter deliveries and a raised full-year outlook.

Tesla launches six-seat Model Y L in the US at $61,990

Tesla began US and Puerto Rico sales of the Model Y L, a longer-wheelbase, six-seat version of its best-selling SUV, offered first as a Launch Series priced at $61,990. The three-row model carries an EPA-estimated 325 miles of range, does 0-60 mph in 4.4 seconds, and adds second-row captain's chairs and a heated, power-reclining third row, with the Launch Series bundling a year each of Full Self-Driving (Supervised), free Supercharging and Premium Connectivity. Deliveries are expected to begin between September and October 2026.

Airbus posts best first-half deliveries since 2019, eyes 900

Airbus handed over 89 aircraft in June to reach 351 deliveries in the first half of 2026, up about 15% year over year and its strongest opening half since 2019, according to figures reported July 6. The planemaker is internally targeting more than 900 deliveries for the full year — which would set a company record — while publicly keeping its guidance at 870, and expects roughly 80 handovers in July. The June acceleration was helped by clearing a backlog of held-up China deliveries and easing engine-supply bottlenecks.

BYD pulls Sealion 7 EV from China to focus on exports

BYD has quietly withdrawn its all-electric Sealion 7 SUV from the Chinese market to concentrate the model on exports, removing it from its official ordering app as dealers clear remaining stock, outlets reported July 7. Domestic buyers had increasingly favored plug-in hybrid models over the battery-electric Sealion 7, which sold only about 100 to 300 units a month in China in the first half of 2026. The move underscores BYD's export push, with overseas sales hitting a record 175,349 units in June.

Lucid dangles 0% APR for 72 months to clear Gravity SUVs

Lucid is offering 0% APR financing for up to 72 months on unsold 2026 Gravity Touring and Grand Touring SUVs, its most aggressive terms yet on the model, with vehicles required to be delivered by July 31. The push, paired with $3,000 loyalty and trade-in credits, comes as Lucid works down inventory of the 2026 build after introducing the 2027 version. It lands as the automaker — fresh off a second-quarter delivery miss and a leadership overhaul — prepares to reveal its sub-$50,000 Cosmos SUV later this summer.

/ Monday, July 6, 2026

Holtec's Palisades restart clears final major refurbishment phase

Holtec International said on July 2 that its Palisades nuclear plant in Michigan has closed out the last of its major refurbishment projects, transitioning from large-scale construction to routine testing, inspection and operational-readiness work ahead of restart. A key final accomplishment was placing the plant's turbine-generator on turning gear following extensive inspection and maintenance, though more than 5,000 individual work activities remain. Palisades would be the first U.S. reactor to return to service after entering decommissioning, and the progress prompted the Holtec/Hyundai team to begin site-construction planning for the planned Pioneer 1 and 2 SMR-300 units.

Waymo robotaxis stranded and one burns amid SF July 4 gridlock

Extreme Fourth of July fireworks gridlock in San Francisco left more than a dozen Waymo robotaxis stuck for hours on July 4, draining batteries so that several ran out of charge and had to be towed, with riders reporting waits of up to four hours near the Palace of Fine Arts. Separately, an unoccupied Waymo caught fire near the 1200 block of Connecticut Street after driving over a small firework, and another was filmed rolling through an exploding firework in the Mission District. No injuries were reported; Waymo said it coordinated with the San Francisco Fire Department and local authorities to clear the vehicles.

Firefly wins $144M NASA contract for accelerated Blue Ghost Moon mission

Firefly Aerospace was awarded a $144 million NASA Commercial Lunar Payload Services contract to fly an accelerated Blue Ghost lunar mission, its sixth contracted Moon mission, targeting a 2028 launch. Firefly says it will design, build and deliver the mission in about two years — roughly half the time of Blue Ghost Mission 1 — by leveraging its proven build-to-print lander design and flight data from its first successful lunar landing. The award backs Firefly's shift from one annual Moon landing to multiple missions per year.

BYD launches Seal 08 flagship sedan, books 65,000 orders

BYD launched its Seal 08 mid-to-large flagship sedan in China on July 2, starting at 196,900 yuan (about $28,980) in both battery-electric and plug-in hybrid variants, with up to 905 km of all-electric range, an 800-volt architecture with flash charging standard across the lineup, and DiSus-A air suspension. Cumulative locked orders reached roughly 65,000 units in just over 30 hours, with pure-electric configurations making up more than 65% of selections. The 5.15-meter sedan is priced well below a comparable Tesla Model 3 in China.

Qianfan adds two batches in two days, reaches 238 satellites

SpaceSail's Qianfan (Thousand Sails) megaconstellation added two groups of satellites in as many days: a Long March 6A carried 18 satellites into near-polar orbit from Taiyuan on July 4, followed by a Long March 8A lofting 20 satellites — the largest Qianfan group to date — from Wenchang on July 5. The back-to-back launches lifted the constellation to 238 satellites in orbit as SpaceSail works toward commercial broadband service, including international markets, targeted for Q4 2026. The operator is separately raising up to $2.2 billion to accelerate the Starlink rival.

Boeing IT outage disrupts production across US factories

Boeing suffered an unplanned IT outage on June 30 that significantly disrupted commercial and military production at facilities from Washington to Florida, largely halting final jet inspections and delivery paperwork on the last day of the second quarter — typically when Boeing hands over as many airplanes as possible to boost results. The company said the cause was understood and that it had no reason to believe the outage stemmed from a cyberattack, with its IT team working to bring systems back online. The disruption landed at a sensitive moment as Boeing pushes to stabilize and ramp production.

/ Sunday, July 5, 2026

FDA expands Casgevy gene therapy to children as young as 2

The U.S. FDA on July 1 approved expanded use of Casgevy (exagamglogene autotemcel) — the world's first approved CRISPR/Cas9 gene-editing medicine, developed by Vertex Pharmaceuticals with CRISPR Therapeutics — for patients ages 2 and older with sickle cell disease or transfusion-dependent beta thalassemia, lowering the prior age floor of 12. Vertex said the expansion makes roughly 5,500 additional U.S. children newly eligible for the one-time therapy. CRISPR shares rose about 8% and Vertex about 6% on the news; CRISPR retains roughly 40% of Casgevy's economics under the partnership.

US lifts export controls; Anthropic restores Fable 5 and Mythos 5

Anthropic said late on June 30 that the U.S. Department of Commerce had removed the export controls it imposed on June 12 on Claude Fable 5 and Mythos 5, letting the company restore global access to Fable 5 from July 1 (with Mythos 5 returning to approved U.S. organizations). The June freeze followed a cybersecurity finding after Amazon researchers demonstrated a jailbreak that could prompt Fable 5 to identify software vulnerabilities. Anthropic said it would deepen government collaboration — prereleasing frontier models for federal review — and had built a new safety classifier and an industry jailbreak framework alongside Amazon, Microsoft and Google.

OpenAI floats giving US government a 5% equity stake

OpenAI has proposed handing the U.S. government roughly a 5% ownership stake in the company — worth about $42.6 billion at its $852 billion March valuation — the Financial Times reported on July 2. CEO Sam Altman's broader framework would have leading U.S. AI developers, potentially including Google, Meta and Anthropic, each contribute 5% of their equity into an Alaska Permanent Fund-style vehicle that distributes returns to the public. The talks, pitched directly to President Trump and senior officials, are described as conceptual and early-stage, and any deal might require an act of Congress.

Tesla launches unsupervised Robotaxi service in Miami

Tesla launched its Robotaxi service in Miami on July 3, its first market outside Texas and California, running fully unsupervised rides with no safety driver from day one. The geofenced launch zone spans roughly 10 to 14 square miles of western Miami-Dade County — including West Miami, Doral and Coral Gables — and covers Miami International Airport but not downtown or Miami Beach. The service uses Model Y vehicles, as in Tesla's existing markets, with Orlando, Tampa, Phoenix and Las Vegas named as future targets.

BYD nears decision on second European plant, eyes Spain and France

BYD is close to choosing a site for a second European passenger-vehicle plant, with Spain and France the leading candidates for a brownfield acquisition, the automaker's European special adviser Alfredo Altavilla said at a Reuters conference in Frankfurt on July 1. Altavilla said two teams were scouting jurisdictions and that the call 'needs to be made very soon.' A second European site would follow BYD's Szeged plant in Hungary — where mass production is now expected in Q4 2026 — and help satisfy 'Made in EU' requirements amid tariff pressure on Chinese-built cars.

/ Saturday, July 4, 2026

Unitree wins approval for $618M Shanghai STAR Market IPO

Chinese robot maker Unitree Robotics received registration approval on July 3 for an initial public offering on Shanghai's STAR Market, clearing the listing in a record 104 days. The company plans to raise about 4.2 billion yuan (roughly $618 million) by selling at least 40.4 million shares, a minimum 10% stake that implies a valuation of around 42 billion yuan. Proceeds will fund robot model development, robot-body research, new products and manufacturing capacity, with a market debut possible as early as late July.

Commonwealth Fusion joins UK's tritium-breeding program

Commonwealth Fusion Systems said on July 1 it has become the first international partner in the UK Atomic Energy Authority's Lithium Breeding Tritium Innovation (LIBRTI) program, a £220 million government initiative to demonstrate net tritium production for fusion power. The deal gives CFS early access to world-leading blanket-testing infrastructure, including a large-scale high-flux neutron source at UKAEA's Culham Campus in Oxfordshire. Tritium fuel self-sufficiency is one of the biggest unsolved challenges standing between demonstration reactors and commercial fusion plants.

Blue Origin details crane-based plan to fly New Glenn again

Blue Origin on June 30 outlined a redesigned launch-pad approach for returning New Glenn to flight after a May 28 static-fire explosion destroyed a vehicle and the pad's transporter-erector at Cape Canaveral's Launch Complex 36. Under the new hybrid concept of operations, the rocket's stages are mated horizontally in the integration facility, rolled to the pad and lifted vertical with a crane, with the payload installed only after the vehicle is upright. The company reiterated it aims to return New Glenn to flight by the end of 2026, and NASA Administrator Jared Isaacman called Blue Origin's response 'almost beyond impressive.'

Japan backs Rakuten-AST satellite network with $926M grant

Japan's government is set to provide up to 150 billion yen (about $926 million) over three years to a Rakuten-led consortium building a homegrown low-Earth-orbit satellite network using AST SpaceMobile's direct-to-smartphone technology. Rakuten intends to form a joint venture with AST in 2026 in which the two hold equal stakes with Rakuten leading management, targeting limited service in 2026 and nationwide coverage in fiscal 2027. AST SpaceMobile shares jumped roughly 21% on the June 29 news, their best day in nearly two years.

Beta and Surf Air launch electric aircraft trial in Hawaii

Beta Technologies and Surf Air Mobility, with Hawaiian Airlines supporting evaluation activities, launched a multi-week electric aviation demonstration program in Hawaii announced June 26 and running six to eight weeks. The campaign flies Beta's all-electric ALIA CTOL aircraft — a single-pilot fixed-wing design rated for up to five passengers, a 387-mile range and sub-one-hour charging — to gather data on performance, operating costs, maintenance, battery use and ground handling across representative interisland missions. The program is aimed at assessing the feasibility of electric aircraft for Hawaii's short inter-island passenger and cargo routes.

Boeing opens new 737 line as output reaches 47 jets a month

Boeing is activating a fourth 737 assembly line — the 'North Line' at its Renton, Washington plant — beginning operations in July to support higher output as the planemaker runs its existing lines at a rate of 47 aircraft per month. CEO Kelly Ortberg has said Boeing passed the FAA's capstone review for rate 47, up from the 42-per-month cap imposed after the 2024 door-plug accident, and the new line is meant to enable further increases beyond 47. The ramp is central to Boeing's push to stabilize production and cut into a large backlog of undelivered 737 MAX jets.

/ Friday, July 3, 2026

Tesla posts record 480,126 Q2 deliveries, ending sales slump

Tesla delivered 480,126 vehicles in the second quarter of 2026, up about 25% year over year and roughly 74,000 above Wall Street's consensus, snapping two years of declining deliveries and setting a new second-quarter record. Production topped 450,000 vehicles, with Model 3/Y accounting for 467,762 of deliveries and other models 12,364, while energy storage deployments reached 13.5 GWh. Tesla will report full second-quarter financial results after the market close on July 22.

Rivian beats Q2 delivery target, raises full-year outlook

Rivian produced 12,613 vehicles and delivered 12,194 in the second quarter of 2026, topping its own guidance of 9,000 to 11,000 units as customer deliveries of the new R2 SUV got underway in June. On the strength of the quarter, Rivian raised its full-year 2026 delivery outlook to between 65,000 and 70,000 vehicles, up from a prior 62,000 to 67,000. Shares jumped roughly 8% on the news; the company reports Q2 financial results on July 30.

DOE approves safety analysis for Oklo's Groves test reactor

The U.S. Department of Energy approved the Documented Safety Analysis for Oklo's Groves Isotope Test Reactor in Lockhart, Texas, the facility's final safety-basis document, advancing the project under the DOE's Reactor Pilot Program. The remaining steps are a DOE readiness review and startup approval, after which the facility can load fuel and begin startup testing. Oklo is targeting first criticality for Groves in July 2026.

Lucid delivers 3,953 in Q2, overhauls leadership with new CFO

Lucid Group produced 4,774 vehicles and delivered 3,953 in the second quarter of 2026, alongside a leadership shake-up under CEO Silvio Napoli aimed at simplifying the company and halving the number of executives reporting directly to him. Alexander De Bock will join as chief financial officer, succeeding Taoufiq Boussaid, who is departing after a handover. The moves follow an 18% workforce cut in late June and precede Lucid's Q2 financial results on August 4.

SpaceX static-fires all six engines on Flight 13 Starship

SpaceX fired all six Raptor engines on Ship 40, the upper stage assigned to Starship's 13th test flight, for a full minute at its Massey's test site in Starbase, Texas, sharing video of the run on July 2. The test of the three sea-level and three vacuum-optimized engines simulates flight-like conditions and clears a key hurdle toward the second flight of the more powerful Version 3 Starship. Next up is rolling the mission's Super Heavy booster to the pad for its own static fire, with Flight 13 targeted for late July.

Zipline to build BayCare medical drone network in Florida

BayCare, the largest not-for-profit health system in West Central Florida, said on July 1 it will partner with Zipline to build a health care drone delivery network for lab samples, medications and critical supplies moved between facilities and directly to patients' homes. The service is expected to launch in late 2027, starting in the St. Petersburg-Clearwater area before expanding across the Tampa Bay region. It extends Zipline's push into on-demand U.S. medical logistics under its FAA-approved autonomous delivery operations.

/ Thursday, July 2, 2026

BYD retakes global EV crown from Tesla in Q2

BYD sold about 557,090 fully electric vehicles in the second quarter of 2026, reclaiming the global battery-electric sales lead from Tesla, which is expected to report roughly 396,000 to 406,000 deliveries for the same period. In June, BYD's new-energy vehicle wholesales rose 5.46% year over year to 403,472 units, a second straight month of annual growth, while overseas sales hit a fresh record of 175,349 units, up about 94.7% year over year and accounting for more than 43% of the month's volume.

ULA flies final Atlas V 551 on Amazon Leo mission

United Launch Alliance launched the last Atlas V in its powerful 551 configuration in the early hours of July 2 from Space Launch Complex 41 at Cape Canaveral, carrying 29 Amazon Leo broadband satellites — a roughly 18-ton payload that tied the record for the heaviest load ever flown on an Atlas V. It was Amazon Leo's eighth and final launch on Atlas V, with future constellation flights shifting to ULA's next-generation Vulcan Centaur. Amazon said its low-Earth-orbit network stood at about 367 satellites before the mission, on the way to a planned fleet of more than 3,000.

FAA proposes lifting decades-old supersonic overland ban

The FAA released a proposed rule, 'Enabling Supersonic Overland Flight,' on June 30 that would repeal the longstanding U.S. prohibition on civil flight above Mach 1 over land and replace it with a noise-based standard, allowing supersonic operation as long as sonic-boom overpressure at the surface stays at or below 0.11 pound per square foot. The move follows a 2025 executive order and is a regulatory tailwind for developers such as Boom Supersonic, whose Overture jet is designed around a 'Boomless Cruise' Mach-cutoff technique. The FAA said it plans a second rule later this year setting takeoff and landing noise standards for supersonic aircraft.

SAS orders up to 40 Airbus A330 widebodies in $10B deal

Scandinavian Airlines announced on June 30 what it called the largest investment in its history: a commitment for up to 40 Airbus A330-family widebodies to renew and expand its long-haul fleet, valued at more than $10 billion at list prices. The deal includes a firm order for 18 A330-900neo aircraft plus additional used A330-300s to be leased or acquired for interim capacity. SAS currently flies only about 14 long-haul jets, so the order could roughly triple its intercontinental fleet, with new-generation deliveries expected from the early 2030s.

Archer shareholders reject move to reincorporate in Texas

Archer Aviation's proposal to redomesticate from Delaware to Texas failed to win the required approval at its June 26 annual meeting, the company disclosed in a securities filing. The measure needed a majority of all outstanding shares; it drew about 234.1 million votes in favor and 44.5 million against but was undercut by roughly 201.8 million broker non-votes, leaving Archer incorporated in Delaware. Shareholders did elect both director nominees and ratified PricewaterhouseCoopers as the company's auditor.

/ Wednesday, July 1, 2026

NIO June deliveries jump 63% to 40,597; Q2 sets record

NIO delivered 40,597 vehicles in June 2026, up 62.9% year over year, comprising 21,908 NIO-brand, 11,743 ONVO and 6,946 FIREFLY vehicles. That capped a record second quarter of 107,658 deliveries, up 49.4% year over year, and lifted cumulative deliveries to 1,188,715 as of June 30, 2026. The surge reflects the ramp of the multi-brand lineup, with ONVO and FIREFLY together accounting for nearly half of June volume.

Tesla begins road tests of wheel-free production Cybercab

Tesla started public-road engineering tests in Austin on June 30 of its first production Cybercab units, purpose-built two-seat vehicles with no steering wheel and no pedals rather than retrofitted Model Ys. A safety monitor rides along during this phase, and the Texas Department of Transportation confirmed the controlless design is authorized for testing. The camera-only autonomy approach contrasts with the lidar-and-radar stacks used by rivals such as Waymo.

Joby and Toyota form 49/51 JV to manufacture S4 air taxi

Joby Aviation subsidiary Joby Aero and Toyota Motor Corporation incorporated a Delaware joint venture on June 29 to manufacture Joby's S4 eVTOL aircraft, with Toyota holding 51% and Joby 49% and a five-member board split three-to-two in Toyota's favor. The parties intend to sign an exclusive manufacturing supply agreement granting the JV exclusive rights to build the S4, tied to regulatory milestones and a future $250 million Toyota investment tranche. The move deepens a partnership under which Toyota has already committed roughly $894 million to Joby.

BMW deploys Figure 03 humanoid at Spartanburg plant

BMW is putting Figure AI's third-generation Figure 03 humanoid to work on complex logistics sequencing at its Spartanburg, South Carolina plant, following an 11-month Figure 02 pilot in the body shop. During that pilot the earlier robot supported production of more than 30,000 BMW X3 vehicles and loaded over 90,000 sheet-metal parts across roughly 1,250 runtime hours at greater than 99% placement accuracy. Figure 03 adds wireless charging, tactile hands, palm cameras and speech capability, and Figure said it is beginning fleet-wide retirement of the Figure 02.

Firefly clears milestone for Alpha launches from Sweden

Firefly Aerospace and Swedish Space Corporation announced on June 30 that they completed critical milestones toward orbital Alpha launches from Esrange Space Center, including finishing the launch control center, payload processing facility and vehicle integration building, with the launch pad now in final construction. The effort is underpinned by a U.S.-Sweden Technology Safeguards Agreement that makes Sweden only the sixth country with such a pact. First orbital launch from the site is targeted for 2028.

SpaceSail seeks up to $2.2 billion to build Qianfan network

Shanghai Spacesail Technologies, operator of the Qianfan (G60) megaconstellation, is seeking up to 15 billion yuan, about $2.2 billion, in a new capital raise to accelerate its Starlink rival. The company plans to bring in as many as three new investors for a combined stake of no more than 20%, keeping the venture under state control and excluding foreign investment. Proceeds are earmarked for constellation build-out, R&D and operations as Qianfan targets 324 satellites in orbit by the end of 2026 on the way to an eventual 15,000-plus.

Boeing opens engineers' union contract talks, first in 14 years

Boeing and the Society of Professional Engineering Employees in Aerospace (SPEEA), which represents about 20,000 engineers and technical workers across Washington, Oregon, Kansas, California and Utah, began formal contract negotiations on July 1. It marks the first full contract negotiation between the two sides in nearly 14 years, covering wages, benefits and job security. The talks follow the costly 2024 machinists' strike and come as Boeing works to stabilize production.

Wonder taps Zipline for drone-delivered meals in Texas

Food-tech platform Wonder announced on June 30 a partnership with Zipline to offer on-demand drone delivery across its Texas locations, starting in Dallas in January 2027. Wonder expects most of its Texas locations to offer drone delivery by the end of 2027 and plans to open more than 100 stores in the state. Zipline's electric drones fly up to 300 feet at speeds up to 70 mph and deliver directly to customers' homes without specialized packaging.

/ Tuesday, June 30, 2026

Rocket Lab to acquire Iridium in $8 billion deal

Rocket Lab announced on June 29 a definitive agreement to acquire satellite-communications operator Iridium for $54 per share — $27 in cash plus Rocket Lab stock, with an exchange-ratio collar of $67.50 to $112.50 — for an enterprise value of roughly $8 billion. The board-approved deal pairs Rocket Lab's launch and satellite-manufacturing businesses with Iridium's global L-band low-Earth-orbit network and its 2.5 million-plus subscribers, and is expected to close in mid-2027. Rocket Lab shares jumped about 16% and Iridium climbed roughly 25% on the news.

LandSpace fires nine-engine Zhuque-3 stage ahead of debut

LandSpace completed a full-duration static fire of its reusable Zhuque-3 Y2 first stage on June 29 at the Dongfeng commercial pad at Jiuquan. The stage's nine Tianque-12A methalox engines ignited in sequence and fired for about 45 seconds with gimbal-control testing, producing roughly 7,542 kN of thrust. The company said both rocket and launch-site systems performed normally and that it will now proceed toward the maiden orbital flight of the Falcon 9-class vehicle.

Deep Blue Aerospace sets Nebula-1 maiden flight for June 30

Deep Blue Aerospace scheduled the debut test flight of its reusable Nebula-1 rocket for June 30 from a sea-launch pad at Haiyang's Oriental Spaceport. The 30.2-meter vehicle, powered by nine Thunder-R engines for about 198 tons of thrust and rated for 2,000 kg to low Earth orbit, was to fly a suborbital profile and attempt a controlled vertical landing at sea, supported by the company's newly readied recovery ship. The debut booster carries grid fins but no landing legs, framing the flight as a key reusability demonstration.

Waymo and Uber end three-year Phoenix robotaxi partnership

Waymo and Uber confirmed on June 29 that they have ended their robotaxi partnership in Phoenix, where Waymo rides are no longer bookable through the Uber app. The intentionally limited pilot, launched in 2023, peaked at just over a dozen vehicles, which Waymo has folded back into its own Phoenix fleet that continues serving riders via the Waymo app. The two firms still collaborate in Austin and Atlanta, and Uber said it plans to name a new Phoenix partner soon.

NASA partners with Stoke Space on Nova reusable re-entry

NASA selected Stoke Space for a collaboration to mature the upper-stage entry, descent and landing technologies of its fully reusable Nova rocket, the company said in late June. Awarded through NASA's Space Technology Mission Directorate under an Announcement of Collaboration Opportunity, the agreement gives Stoke access to NASA Ames's hypervelocity free-flight test facilities along with the agency's aerodynamics and guidance, navigation and control expertise. The work targets how Nova's second stage survives and is recovered after returning from orbit.

COMAC C909 marks 10 years, holds 70% of China's regional fleet

COMAC's C909 regional jet marked its 10th anniversary of commercial service on June 28, with 186 aircraft delivered to more than 10 customers since its 2016 entry into service. The fleet now accounts for roughly 70% of China's regional-aircraft market, has carried more than 37 million passengers across 860-plus routes, and operates over 500 flights a day. The type has also expanded onto about 25 international routes across Indonesia, Laos and Vietnam.

BYD's Linghui sub-brand launches M9 fleet MPV from $27,750

BYD's commercial-mobility sub-brand Linghui put its M9 business MPV on sale on June 29, starting at 188,800 yuan (about $27,750). Built on the BYD Xia and measuring 5,200 mm long, the M9 is Linghui's third model and its first MPV, using BYD's fifth-generation DM plug-in hybrid system for a combined range of roughly 1,105 km. The launch extends BYD's push into the ride-hailing and corporate-fleet segment.

/ Monday, June 29, 2026

SpaceX to join Nasdaq-100 on July 7 in record-fast inclusion

Nasdaq said SpaceX (SPCX) will be added to the Nasdaq-100 Index before the open on Tuesday, July 7, just 15 trading days after its June 12 IPO — the fastest inclusion in the benchmark's history. SpaceX is the first company to benefit from a new Nasdaq rule that fast-tracks large IPOs into the index by cutting the eligibility window to 15 trading days. The addition, which gives SpaceX a sub-1% weighting, is expected to force index funds and ETFs tracking the Nasdaq-100 to buy billions of dollars of SPCX shares.

SpaceX launches SiriusXM's SXM-11 broadcast satellite

A SpaceX Falcon 9 lifted off from Space Launch Complex 40 at Cape Canaveral at 10:25 p.m. EDT on June 28 (0225 GMT June 29), deploying the roughly 15,000-pound SXM-11 satellite into geosynchronous transfer orbit about 34.5 minutes later. The SiriusXM spacecraft is designed to boost signal strength, extend coverage into Alaska and eventually replace the aging XM-5 and Sirius FM-5 satellites. The first stage, booster B1085, landed on the droneship A Shortfall of Gravitas on its 17th flight.

NIO opens pre-orders for five-seat ES8, sets July 9 launch

NIO opened pre-orders on June 28 for a five-seat version of its best-selling third-generation ES8, broadening the high-margin flagship SUV into a new segment with display cars reaching stores the same day and a market launch set for July 9. Early buyers can use a 5,000-yuan deposit to offset 10,000 yuan off the price. The move comes as the third-gen ES8 — a key driver of NIO's recent margin recovery — topped 120,000 cumulative deliveries since its September 2025 debut.

São Paulo rolls out 500 e-buses, 265 supplied by BYD

The City of São Paulo introduced a fleet of 500 new battery-electric buses on June 26, with 265 of them supplied by BYD — the single largest contributor to the rollout. The additions lift the municipal electric bus fleet to 1,759 vehicles, the largest in Brazil, as the city commits to ending diesel bus purchases. Brazil also extended its tax exemption on imported vehicle kits for another six months from July 1, letting BYD keep shipping components duty-free while it ramps local production at its Camacari plant.

Tesla's official Q2 delivery consensus set near 406,000

Tesla released its compiled analyst consensus on June 27 ahead of second-quarter delivery figures due around July 2, with 21 analysts averaging about 406,000 vehicles — roughly 392,700 Model 3/Y and about 13,000 other models — a 12% sequential gain over Q1. A separate 17-analyst energy consensus pegged storage deployments at 13.8 GWh, up 36% from Q1's 8.8 GWh. The numbers frame Wall Street's expectations as Tesla works to stabilize automotive volumes and scale its energy business.

/ Sunday, June 28, 2026

SpaceX prices upsized $25B inaugural bond on $89B in orders

SpaceX priced its debut investment-grade bond offering at $25 billion on June 23, upsizing from an initial $20 billion target after demand topped roughly $89 billion in one of the largest-ever corporate debt sales. The five-tranche deal carries coupons ranging from 5.35% on notes due 2031 to 6.65% on notes due 2056 and was set to settle June 26, with proceeds going to repay a March 2026 bridge loan in full. The raise came barely two weeks after SpaceX's record IPO and amid a pullback in SPCX shares.

US proposes dropping brake-pedal rule for driverless vehicles

The National Highway Traffic Safety Administration proposed on June 25 to amend federal motor-vehicle safety standards to remove the requirement for manual brake controls in vehicles designed solely for fully autonomous (SAE Level 4/5) operation. The change would clear a regulatory hurdle for purpose-built robotaxis without steering wheels or pedals, such as Tesla's Cybercab, while keeping braking-performance and stopping-distance standards intact. Public comments run through July 27, 2026.

Rocket Lab launches 10th Synspective satellite on Electron

Rocket Lab launched its 'Ten Owl of Ten' Electron mission on June 26 from Launch Complex 1 in New Zealand, lofting Synspective's 10th Strix synthetic-aperture-radar satellite to a roughly 552-km low Earth orbit. It was Rocket Lab's 12th Electron launch of 2026 and kept the company's recent run of mission successes intact as it builds toward its 100th launch. Synspective has another 17 Electron flights booked to complete its SAR constellation by the end of the decade.

NIO's weekly China orders pull ahead of Tesla

A Deutsche Bank order tracker showed NIO logging about 14,500 orders in the latest week and 34,000 over two weeks — ahead of Tesla's 12,600 and 25,700 in China — with NIO's weekly orders up roughly 195% year over year, the strongest annual gain in the tracker. The momentum, reported June 26, leans on NIO's lower-priced Onvo and Firefly brands, though the automaker still needs roughly 43,000-48,000 June deliveries to meet its Q2 guidance. NIO separately reopened city bidding for its year-end Nio Day 2026 event.

/ Saturday, June 27, 2026

Boeing wins $3.62B China Southern freighter order

Boeing secured an order from China Southern Airlines valued at about $3.62 billion for seven freighters — two 777Fs and five next-generation 777-8Fs — plus options for three additional 777-8Fs, the carrier disclosed June 26. It is a notable win for Boeing in a market where mainland Chinese orders had largely dried up over the past decade amid trade tensions. The deal follows reports that China would resume large-scale Boeing purchases, and points the airline's cargo fleet toward the delayed 777X freighter line.

Blue Origin begins rebuilding New Glenn launch pad

Blue Origin CEO Dave Limp said the company has started reconstruction of Launch Complex 36 at Cape Canaveral after a New Glenn rocket exploded on the pad during a May 28 static fire, with all debris cleared from the site in nine days. Limp said the propellant farm, fuel tanks and water tower were not seriously damaged, and that Blue Origin still aims to return New Glenn to flight before the end of 2026 — partly by adopting an alternative vertical concept of operations that avoids replacing the transporter-erector. The grounding has slowed deployment of Amazon's Leo broadband constellation, which counts on New Glenn for heavy-lift launches.

Waymo registers German subsidiary in robotaxi expansion

Waymo has registered a German entity, Waymo Germany GmbH, signaling the next phase of its European robotaxi push, according to filings reported June 25-26. Incorporated May 13 and entered in Munich's commercial register on June 15, the subsidiary is chartered to offer autonomous ride-hailing and to support third-party operators, with its business address at Google's Munich campus and job postings for test drivers and vehicle trainers already appearing in Berlin and Munich. No German launch city or date has been announced; the move extends Waymo's international footprint alongside planned services in London and Tokyo.

Relativity ships first Terran R second stage to Stennis

Relativity Space said the second stage for the first flight-ready Terran R has completed integration and shipped to NASA's Stennis Space Center for testing, with the stage's Aeon V vacuum engine having finished its qualification campaign, according to a June 26 update. The first-stage qualification article is complete and the flight article is advancing through tank and thrust-structure integration, while the Horizontal Integration Facility where stages will be mated is now structurally complete. The Eric Schmidt-backed company is targeting Terran R's debut by the end of 2026 against a backlog of roughly $3 billion in launch contracts.

NIO's Onvo L60 surpasses 100,000 cumulative deliveries

NIO's mass-market Onvo sub-brand said on June 26 that its L60 electric SUV has topped 100,000 cumulative deliveries since customer handovers began on September 28, 2024. Onvo said the L60 — pitched against Tesla's Model Y — ranks among the top three best-selling all-electric mid-size SUVs in China's roughly 200,000-yuan (about $29,400) class. The milestone comes as NIO leans on its lower-priced Onvo and Firefly marques to broaden volume beyond its premium core brand.

Aurora's driverless safety case passes independent audit

Autonomous-trucking firm Aurora Innovation said on June 25 that Edge Case completed an independent, three-month assessment of its Safety Case, concluding it is well-structured, substantively aligned with industry best practices and actively maintained. Edge Case said it independently chose what to evaluate and measured Aurora's safety claims against NHTSA safety elements and standards including UL 4600, ISO 26262 and the AVSC framework. Aurora, which runs driverless freight on Texas highways with partners such as Hirschbach and Werner, framed the audit as setting a new bar for transparency as it scales its commercial network.

Archer shareholders vote on move to reincorporate in Texas

Archer Aviation held its annual meeting on June 26, asking shareholders to approve redomesticating from Delaware to Texas by conversion, alongside director elections and an advisory pay vote. The eVTOL maker argues Texas offers a more business-friendly, code-based corporate law framework, growing operational ties through its planned Integration Pilot Program deployments, and roughly $250,000 a year in franchise-tax savings. The measure faced a high bar: it needed a majority of all outstanding shares, so abstentions and non-votes effectively counted against it.

/ Friday, June 26, 2026

Holtec and EDF pitch four SMR-300 reactors for UK's Cottam site

Holtec International and EDF submitted a joint proposal to the UK Government on June 23 to deploy up to four SMR-300 small modular reactors at the former Cottam coal power station in Nottinghamshire, totaling roughly 1.3 GW of clean generating capacity. The companies also signed Heads of Terms to form a joint venture to advance the project. The plan builds on Holtec's UK Generic Design Assessment for the SMR-300 and would make Cottam a second deployment site after the twin Pioneer units Holtec is pursuing at Palisades in Michigan.

NASA picks Rocket Lab for three Electron science launches

NASA selected Rocket Lab to fly three Electron missions for two science programs, the company announced June 24-25. Two back-to-back launches will carry the twin CubeSats of the PolSIR ice-cloud mission no earlier than June 2027, and a separate launch will loft the TSIS-2 solar-irradiance satellite in early 2027, all from Launch Complex 1 in New Zealand. NASA cited Electron's flight heritage across more than 90 launches and its deployment accuracy in making the awards, which add to Rocket Lab's government backlog.

Japan clears 700 MHz band for AST direct-to-cell with Rakuten

A subcommittee of Japan's Ministry of Internal Affairs and Communications Information and Communications Council approved a recommendation on June 24 allowing direct connectivity between low-Earth-orbit satellites and smartphones over the 700 MHz band that Rakuten already uses for terrestrial mobile. Japan is expected to revise the related ministerial ordinances in September, clearing a path for Rakuten and AST SpaceMobile to launch service, with a phased rollout beginning late 2026 and nationwide coverage targeted in fiscal 2027. Rakuten CEO Hiroshi Mikitani said the two will form a 50/50 satellite joint venture this year, with Rakuten leading management.

Waymo opens its robotaxi service to all of Nashville

Waymo opened its fully autonomous ride-hailing service to the general public in Nashville on June 25, letting anyone download the app and hail a driverless trip across a roughly 60-square-mile service area spanning Broadway, 12 South, Midtown and East Nashville. The public launch follows an interest-list rollout running since April that served tens of thousands of riders, with access through the Lyft app slated for later in 2026. Nashville extends Waymo's commercial footprint as it scales toward more than a million paid rides per week.

China sets Long March 10B debut with first sea-recovery attempt

CASC scheduled the maiden flight of its reusable Long March 10B from the Hainan Commercial Space Launch Site, with a launch window opening July 10 (0500-0900 UTC) and daily backups through July 13. The two-stage kerolox vehicle, a cargo variant of the crewed Long March 10A, will attempt to recover its first stage downrange on the 'Linghangzhe' barge using grid fins and an arrestor-net capture system. It would be China's third orbital first-stage sea-recovery attempt, after LandSpace's Zhuque-3 and a CASC/SAST Long March 12A last December.

Firefly acquires AI navigation firm Space-ng

Firefly Aerospace announced on June 25 the acquisition of Space-ng, a developer of AI-powered vision navigation and autonomous guidance software and camera hardware. Space-ng's vision navigation flew on Firefly's Blue Ghost Mission 1, where it helped detect hazardous lunar terrain and autonomously redirect the lander to a safe touchdown in Mare Crisium; the technology will support Firefly's Blue Ghost landers and Elytra orbital vehicles. Space-ng co-founder and CEO Ethan Rublee joins Firefly as chief engineer of software; financial terms were not disclosed.

Boston Dynamics plans $100M Waltham robotics and AI center

Boston Dynamics said on June 24 it will invest about $100 million in a new advanced robotics and AI center, leasing a 323,000-square-foot facility at Reservoir Place in Waltham, Massachusetts. The project consolidates three nearby sites and is expected to create 1,250 new jobs by 2033, supported by a $25 million state Economic Development Incentive Program award, with phased move-in beginning in mid-2027. The expansion comes as Boston Dynamics ramps production of its all-electric Atlas humanoid following Hyundai's move to take full ownership of the company.

/ Thursday, June 25, 2026

Tesla, Sunrun and Renew Home to pool 16+ GW for data centers

Sunrun, Renew Home and Tesla announced on June 24 a framework to aggregate more than 16 gigawatts of fast, flexible power for hyperscalers, data centers and utilities — what they call the largest distributed power plant in the country. The capacity pools dispatchable output from hundreds of thousands of home batteries operated by Sunrun and Tesla with flexible peak load from more than 8 million smart thermostats and devices managed by Renew Home, requiring no new hardware, land, water or interconnection from offtakers. The companies say the capacity-as-a-solution model can be deployed in months rather than years and frees up headroom on the existing grid.

Lucid cuts 18% of staff, eliminates second production shift

Lucid Group is laying off about 18% of its workforce — roughly 1,500 jobs — in its second mass cut of 2026, with new CEO Silvio Napoli framing the move as a bid to 'simplify the company' and sharpen execution. The reductions are concentrated on the factory floor at the Casa Grande, Arizona plant, where Lucid is eliminating its second production shift in response to weaker-than-expected demand. The automaker expects roughly $158 million in annual savings against about $32 million in severance, with the restructuring set to complete by the third quarter of 2026.

China's Long March 7A returns to flight with classified satellite

A CASC Long March 7A lifted off from the Wenchang Space Launch Site at 02:10 UTC on June 23, placing the classified TJSW-26A (Communication Technology Experimental Satellite-26A) into geostationary transfer orbit. It was the rocket's first flight since a January 2026 third-stage propulsion failure grounded both the Long March 7A and its structural sibling the Long March 3B, which itself returned to flight on June 16 — a sequence confirming CASC has resolved the upper-stage fault. The mission was the 16th Long March 7A flight and the 653rd launch of the Long March family.

Boeing CEO joins White House push to ramp up weapons output

The chief executives of Boeing, Lockheed Martin and Honeywell met President Trump at the White House on June 24 as the administration presses major defense contractors to accelerate weapons and munitions production amid concerns about depleted U.S. stockpiles following military operations in Iran. It was the second such White House gathering with defense-industry leaders; recent related agreements include a Lockheed deal to triple Patriot interceptor output and quadruple THAAD production, plus RTX multiyear deals on Tomahawk and AMRAAM missiles. The White House separately asked Congress for $87.6 billion in supplemental spending.

/ Wednesday, June 24, 2026

SpaceX debuts Starfall cargo reentry capsule

SpaceX launched the debut flight of Starfall, a disk-shaped cargo reentry capsule, aboard a Falcon 9 from Space Launch Complex 40 at Cape Canaveral at 6:52 a.m. EDT on June 23. About 3.1 meters in diameter and able to carry roughly 1,000 kg, the vehicle is designed to return research and orbital-manufacturing payloads — such as pharmaceuticals — to Earth, splashing down about 700 nautical miles off the U.S. West Coast. The demonstration marks SpaceX's entry into the commercial cargo-return market and is the first of at least two planned Starfall test flights.

SpaceX launches debut $20B bond sale, discloses $100.8B cash

Just over a week after its record IPO, SpaceX kicked off its first-ever investment-grade bond offering on June 22, seeking at least $20 billion in senior unsecured notes largely to refinance a $20 billion bridge loan taken on in March. In the offering documents the company disclosed roughly $100.8 billion in cash and equivalents as of June 19 and secured investment-grade ratings from Moody's, Fitch and S&P. SpaceX shares fell more than 10% on the day and over 20% across five sessions as investors weighed the rapid pace of capital raising so soon after going public.

Rocket Lab sets responsive-space record with VICTUS HAZE

Rocket Lab launched the U.S. Space Force's VICTUS HAZE tactically responsive mission on an Electron from Launch Complex 1 in New Zealand on June 19, lifting off just 16 hours and 42 minutes after receiving the notice to launch — more than 10 hours faster than the previous record. The Rocket Lab-built Pioneer-class spacecraft was fully commissioned and began orbital maneuvers, beating a 72-hour deadline by over 34 hours, and is now conducting rendezvous and proximity operations with another satellite. It was the first time a single prime contractor delivered an entire all-in-one tactically responsive space mission.

SpaceX signs $6.3B compute deal with Reflection AI

SpaceX signed a deal worth up to $6.3 billion under which open-source AI startup Reflection will rent capacity at SpaceX's Colossus 2 data center near Memphis, paying about $150 million per month from July 1 through 2029 for access to Nvidia GB300 chips. The agreement, disclosed June 22, deepens SpaceX's push to commercialize Colossus, following recent compute arrangements with Anthropic, Google and Cursor. Reflection said the capacity will accelerate its work on open-source AI models for government and national-security customers.

Pony.ai opens Singapore robotaxi service to the public

Pony.ai and local operator ComfortDelGro opened their autonomous mobility service in Singapore's Punggol district to the general public on June 22, letting riders book driverless trips through ComfortDelGro's Zig app after an earlier invite-only pilot. The route links Punggol residential areas with hubs including Punggol Coast Mall, Punggol Coast MRT station and One Punggol. It is Pony.ai's first public-access robotaxi service in Southeast Asia and supports its target of deploying more than 3,500 robotaxis across over 20 cities by the end of 2026.

AST SpaceMobile sets August launch for BlueBirds 11-13

AST SpaceMobile announced on June 23 that its next three BlueBird satellites — 11, 12 and 13 — are targeted to launch aboard a SpaceX Falcon 9 from Cape Canaveral in the first half of August, continuing the cadence set by the June 17 launch of BlueBirds 8, 9 and 10. The company said the satellites are in final preparations for shipment and that production is underway through BlueBird 37 at a rate of up to six satellites per month at its Midland, Texas facility. The buildout advances AST's push toward continuous space-based cellular broadband coverage.

Court lets Joby's trade-secret claim against Archer proceed

A ruling in the trade-secrets fight between eVTOL rivals Joby Aviation and Archer Aviation, reported June 18, allowed Joby's core misappropriation claim — tied to a confidential real-estate developer partnership — to move forward while dismissing several broader claims and throwing out all of Archer's counterclaims alleging fraud and import misclassification. U.S. Magistrate Judge Susan van Keulen issued the order in the Northern District of California, giving both sides limited windows to amend their claims. Joby first sued Archer and a former Joby employee in November 2025 over allegedly stolen confidential information.

/ Tuesday, June 23, 2026

Firefly set to win $110M EXIM loan for Texas expansion

Firefly Aerospace is expected to secure a $110 million loan from the U.S. Export-Import Bank to help fund an expansion of its spacecraft production facilities in Texas, according to a document reviewed by Reuters, with EXIM's three-member board poised to vote on the financing on Tuesday, June 23. The loan — part of an EXIM initiative to help U.S. firms compete globally in artificial intelligence, space and other strategic areas — would carry a 12-month availability period and a 10-year repayment term, and the planned Texas expansion is expected to create about 200 jobs. The Austin-based company last year became the first private firm to fully land a spacecraft on the Moon with its Blue Ghost lander.

Oklo, Centrus sign HALEU fuel deal for Ohio Aurora campus

Oklo and Centrus Energy signed a letter of intent on June 18 for Centrus to supply domestic high-assay low-enriched uranium (HALEU) to power up to five of Oklo's Aurora powerhouses for multiple years, with deliveries slated to begin in 2029 — one of the first large-scale commercial HALEU supply agreements, and one that could include prepayments from Oklo. The fuel would support Oklo's planned 1.2-gigawatt Clean Energy Campus in southern Ohio. Separately, Oklo signed a memorandum of understanding with Kiewit Nuclear Solutions to support engineering, procurement and construction planning for the initial Aurora deployments at the site.

/ Monday, June 22, 2026

Rocket Lab joins the Nasdaq-100 Index

Rocket Lab's addition to the Nasdaq-100 Index took effect before the market open on Monday, June 22, placing the launch and space-systems company among the 100 largest non-financial firms listed on the Nasdaq. The inclusion, announced June 12, follows record Q1 2026 revenue of $200.3 million and a backlog above $2.2 billion as Rocket Lab builds toward the first flight of its medium-lift Neutron rocket, still targeted for late 2026. CEO Sir Peter Beck called the milestone a reflection of the company's journey 'from a small company with big ambitions to a global space leader.'

Hyundai moves to take full ownership of Boston Dynamics

Hyundai Motor Group is buying out SoftBank's remaining roughly 9.65% stake in Boston Dynamics for about $325 million, a deal set for approval at a June 22 board meeting that would make the robotics maker a wholly owned subsidiary of the Korean automaker and its affiliates. The buyout exercises a put option tied to Hyundai's original 2020 acquisition and implies a valuation of about $3.4 billion — more than triple the roughly $1.1 billion mark when Hyundai first took control. Full ownership comes as Boston Dynamics ramps production of its all-electric Atlas humanoid, with the entire 2026 run committed to Hyundai facilities and Google DeepMind.

/ Sunday, June 21, 2026

SpaceX launches NROL-179 spy satellites for the NRO

A SpaceX Falcon 9 lifted off from Space Launch Complex 4E at Vandenberg Space Force Base at 1:50 a.m. PDT on June 19, carrying a classified batch of satellites for the U.S. National Reconnaissance Office on the NROL-179 mission — the 14th flight building out the NRO's proliferated low-Earth-orbit architecture. The spacecraft are widely believed to be Starshield, a government-specific derivative of Starlink. The rocket's first stage landed back at Vandenberg's Landing Zone 4 on its third flight, in what was SpaceX's 71st Falcon 9 mission of 2026.

BYD launches Da Tang, its longest-range full-size electric SUV

BYD officially launched the Da Tang EV on June 17, the first D-segment flagship SUV in its Dynasty lineup, with four versions priced from 239,900 to 309,900 yuan (about $35,500 to $45,900). The model offers up to 950 km of range on BYD's second-generation Blade Battery — which the company calls the longest among full-size SUVs globally — with a dual-motor all-wheel-drive version doing 0-100 km/h in 3.9 seconds. BYD said the SUV had drawn more than 150,000 pre-orders since reservations opened April 24 at the Beijing Auto Show.

NIO launches racing-themed Champion Edition models, 100-kWh packs

NIO launched updated Champion Edition versions of the 2026 ET5, ET5 Touring and EC6 on June 15, with deliveries beginning June 20. The ET5 and ET5 Touring Champion Edition start at 313,000 yuan (about $46,280) including a 100-kWh battery pack, and add racing-inspired exterior and interior detailing. NIO is dangling incentives — a free zero-gravity seat upgrade on the EC6 and a buy-one-get-one year of battery rental — for buyers who lock orders by June 30 to shore up demand for its entry models.

Eutelsat signs multi-year Angola LEO deal with Sonangol's Mercury

Eutelsat and Mercury — a telecom subsidiary of Angola's state-owned energy group Sonangol, formerly known as MSTelcom — signed a new multi-year, multi-million-euro exclusivity agreement on June 16 for Eutelsat's OneWeb low-Earth-orbit connectivity in Angola. Mercury will use the network to serve enterprise clients, government agencies and offshore oil platforms with high-speed, low-latency service. Eutelsat says it is the only licensed LEO operator in Angola today, deepening a partnership that gives it a significant foothold in the market.

/ Saturday, June 20, 2026

Musk exercises 2018 Tesla pay package for ~$116B gain

A Form 4 filed with the SEC on June 17 disclosed that Elon Musk exercised all 303,960,630 stock options from his 2018 Tesla compensation award at a split-adjusted strike of $23.34, against a $404.66 share price — a roughly $116 billion paper gain. Tesla withheld about 17.5 million shares to cover the transaction through net settlement, so Musk paid nothing out of pocket and reported no open-market sales, lifting his stake to roughly 1.12 billion shares and his voting power toward about 19.9%. The exercise formalizes delivery of the long-disputed award after the Delaware Supreme Court reversed its cancellation in December 2025 and Tesla's board signed an implementation agreement in April 2026.

Helion wins world's first licenses for a fusion power plant

Helion Energy said on June 16 it has become the first company in the world to secure the regulatory licenses required to build and operate a fusion power plant, after the Washington State Department of Health issued it a Radioactive Materials License and a Radioactive Air Emissions License. The licenses cover Orion, Helion's roughly 50-MW fusion plant under construction in Malaga, Washington, and clear the company to proceed with its generator building now that assembly and office structures are complete. Fusion is regulated under a byproduct-material framework rather than as a fission reactor, and the milestone advances Helion's pledge to deliver fusion power to Microsoft by 2028.

China's Long March 3B returns to flight after January failure

A Long March 3B/E rocket lifted off from the Xichang Satellite Launch Center on June 16 and successfully placed the Shijian-31 space-environment-monitoring satellite into orbit, returning the workhorse booster to flight after a five-month grounding. The launcher had been sidelined since a rare January 17 failure in which a third-stage anomaly lost the Shijian-32 payload during a burn toward geostationary orbit. The mission was the 651st flight of China's Long March rocket family.

Boeing's Q4S quantum satellite clears ground tests for 2027 launch

Boeing said on June 18 that its compact Q4S quantum-networking payload demonstrated high-fidelity 'entanglement swapping' in ground testing and completed environmental qualification, with the company claiming performance exceeding comparable results in peer-reviewed literature. The roughly 15-kilogram payload has entered final spacecraft integration ahead of a planned 2027 launch and a one-year on-orbit demonstration. Entanglement swapping is a building block for space-based quantum networks that could underpin secure communications, precision timing, and a future quantum internet.

ExPace flies Kuaizhou-11 with CentiSpace navigation satellites

ExPace launched a Kuaizhou-11 solid rocket from the Jiuquan Satellite Launch Center at 11:58 a.m. Beijing time on June 17, carrying the CentiSpace-05 group of low-Earth-orbit GNSS-augmentation satellites built by Beijing-based Future Navigation. U.S. tracking indicated the payloads reached orbit on what was the sixth flight of the Kuaizhou-11 family, though Chinese authorities were unusually slow to confirm the result and unofficial reports raised questions about one or more satellites. The CentiSpace network is planned to grow to roughly 160 satellites to sharpen positioning accuracy.

NIO's Firefly shows first right-hand-drive model in Hong Kong

NIO's compact Firefly brand unveiled its first right-hand-drive vehicle at the 2026 Hong Kong International Auto Show on June 18, setting up a Hong Kong market entry through an asset-light distributor model. The right-hand-drive Firefly follows the brand's launches in Singapore in January and Thailand in March as NIO pushes its small-car marque into export markets. The expansion comes after Firefly passed 60,000 cumulative deliveries earlier this year.

BYD sets June 23 launch for flash-charging Denza N8L SUV

BYD's premium Denza brand said on June 15 it will launch the flash-charging edition of its N8L plug-in hybrid SUV in China on June 23, with pre-sale prices from 350,000 to 400,000 yuan (about $52,000 to $59,000). The large SUV pairs a 75.26-kWh second-generation Blade Battery — good for about 430 km of electric range — with ultra-fast charging that BYD says takes the pack from 10% to 70% in five minutes. The model anchors Denza's push upmarket as BYD rolls its high-voltage flash-charging platform across its lineup.

/ Friday, June 19, 2026

Ariane 6 lofts 36 Amazon Leo satellites in record payload

Arianespace launched 36 Amazon Leo broadband satellites aboard an Ariane 64 from Europe's Spaceport in French Guiana on June 17 — four more than each of the two previous Amazon missions and the heaviest payload ever flown by an Ariane rocket. The flight debuted the launcher's upgraded P160C solid boosters and was the third Ariane 6 mission dedicated to Amazon's constellation, deploying the spacecraft to roughly 465 km. The added capacity matters as Amazon races to build out its Leo network while Blue Origin's New Glenn remains grounded after a May 28 pad explosion.

Waymo recalls 3,871 robotaxis over freeway construction zones

Waymo issued a voluntary recall covering 3,871 vehicles, disclosed through NHTSA on June 18, after a software flaw let its fifth-generation robotaxis enter closed freeway construction zones and keep traveling at posted speeds. The recall followed 13 incidents in Phoenix and the San Francisco Bay Area — including seven San Francisco cars on May 18 — prompting Waymo to pull its fleet from all highways on May 19 while it develops a fix. It is a distinct action from the company's May flooded-roads recall and adds to a string of federal probes into Waymo's safety record.

Rivian cuts hundreds of jobs a week after R2 launch

Rivian confirmed on June 16 that it is laying off hundreds of workers — under 2% of its workforce, or up to roughly 300 roles — concentrated in its service, sales and marketing teams rather than R2 production. The EV maker framed the cuts as a restructuring of 'a handful of teams' to profitably scale its business, coming just a week after it opened R2 orders and began deliveries. It is at least the fourth round of layoffs Rivian has made since the start of 2024 as it pushes toward profitability.

CAS Space's Kinetica-1 becomes first Chinese commercial rocket past 100 satellites

CAS Space launched its Kinetica-1 (Lijian-1) Y14 solid rocket from the Dongfeng Commercial Space Innovation Test Zone on June 15, placing eight rideshare satellites into orbit on the vehicle's 14th flight and third mission of 2026. The success lifted Kinetica-1's cumulative tally to 105 satellites and more than 15 tonnes delivered, making it the first Chinese commercial launch vehicle to loft over 100 spacecraft. The milestone lands as CAS Space pursues an IPO amid a national push toward roughly 140 orbital launches this year.

NRC opens environmental review of Holtec's Palisades SMRs

The U.S. Nuclear Regulatory Commission launched its environmental review of Holtec's plan to build two SMR-300 small modular reactors at the Palisades site in Covert, Michigan, opening a public comment period that runs through July 15 under docket NRC-2026-0265. The twin 340-MWe pressurized-water units, dubbed Pioneer-1 and -2, would sit alongside the 777-MWe Palisades reactor Holtec is restarting, following the company's December submission of the first part of a two-part construction permit application. Holtec expects to file Part 2 by roughly mid-2027.

Stoke Space completes Nova first-stage qualification, books Celestis flight

Stoke Space said it completed proto-qualification of its Nova rocket's first stage at Moses Lake, Washington, in early June, passing 46 structural verification tests plus fluid-system, avionics and ground-support checks over three weeks — including operation through hurricane-force winds and lightning. The milestone keeps the fully reusable medium-lift Nova on track for its debut from Cape Canaveral's Launch Complex-14 by the end of 2026. Separately, memorial-spaceflight firm Celestis booked Nova for 'Infinite Flight,' its second deep-space mission carrying cremated remains into heliocentric orbit.

Pony.ai, Stellantis and Bolt to test robotaxis in Luxembourg

Pony.ai, ride-hailing firm Bolt and automaker Stellantis announced on June 9 a Level 4 autonomous-mobility pilot in Luxembourg to validate the safety, performance and regulatory readiness of Pony.ai's seventh-generation system in real traffic. The test fleet will use vehicles based on the Peugeot e-Traveller built on Stellantis's L4-Ready platform, with Bolt supplying ride-hailing integration and the partners aiming for driverless readiness by the program's end. It marks Pony.ai's deepening push into Europe alongside its operations in China and the Middle East.

/ Thursday, June 18, 2026

NASA taps Relativity Space to privately develop a Mars orbiter

NASA Administrator Jared Isaacman announced a public-private partnership on June 17 under which Relativity Space will privately develop a Mars orbiter mission, with NASA supplying its Aeolus atmospheric-science instrument suite — four instruments, including a Doppler Wind and Temperature Sounder and a Thermal Limb Sounder, built and integrated at NASA's Ames Research Center — while Relativity provides the spacecraft, its Terran R rocket, and cruise operations to deliver them to Mars. The mission is targeted to launch in 2028, and Isaacman framed the arrangement as a model for future privately funded science missions. It hands the Eric Schmidt-backed launch startup a high-profile commercial-science role ahead of Terran R's debut.

AST SpaceMobile launches three next-gen BlueBird satellites

AST SpaceMobile confirmed the successful launch of BlueBird satellites 8, 9, and 10 aboard a SpaceX Falcon 9 from Cape Canaveral on June 17, with the rocket's upper stage deploying all three into low Earth orbit about an hour after liftoff. The spacecraft carry the largest commercial communications arrays ever deployed in LEO — roughly 2,400 square feet each — to beam space-based cellular broadband directly to standard smartphones, quadrupling AST's next-generation in-orbit fleet. The launch restores momentum after the company's BlueBird 7 satellite was deorbited in April and advances its push to build the constellation needed for continuous U.S. coverage.

Uber, Nuro and Lucid plan Houston robotaxi service for 2027

Uber, Nuro and Lucid named Houston as the second market for their joint robotaxi program on June 17, targeting a mid-2027 launch offered exclusively through the Uber app. The service will use Lucid Gravity SUVs equipped with Nuro's autonomous-driving system, with Uber securing a 50,000-square-foot Houston depot and Nuro already running on-road testing using safety operators; the San Francisco Bay Area remains the program's first market, slated for later in 2026. The expansion deepens the multiyear partnership in which Uber committed to invest in Lucid and deploy tens of thousands of Lucid robotaxis over six years.

WeRide and Uber to bring robotaxis to Greater Zurich

WeRide and Uber announced plans on June 17 to launch a commercial robotaxi service in the Greater Zurich region — their second European deployment after Madrid and their first in Switzerland. Pending approval from Swiss road authority FEDRO, rides will be booked through the Uber app with local operator Rydera managing day-to-day fleet operations on WeRide's autonomous-driving platform, starting later in 2026 and scaling progressively toward fully driverless service. Zurich is among the 15 cities WeRide and Uber are targeting under their global partnership.

Oklo signs fuel-recycling alliance with Standard Nuclear

Oklo entered a memorandum of understanding with TRISO fuel maker Standard Nuclear on June 16 to collaborate on nuclear fuel recycling and advanced fuel manufacturing, in what it called its first third-party offtake pathway for recycled material. The companies will jointly evaluate specifications, commercial terms, and delivery schedules for reprocessed uranium and uranium-transuranic streams from Oklo's planned recycling facility in Oak Ridge, Tennessee, which could feed Standard Nuclear's TRISO fuel production. Both firms were among five selected by the U.S. Department of Energy for advanced negotiations under its Surplus Plutonium Utilization Program.

NuScale taps Paragon to finalize reactor safety control systems

NuScale Power awarded Mirion's Paragon Energy Solutions a contract, announced June 16, to complete final design work on three instrumentation-and-control systems for the NuScale Power Module — the safety-related Module Protection System, the Safety Data Interface System for post-accident monitoring, and the Plant Protection System — all built on Paragon's Highly Integrated Protection System platform. The scope includes independent verification and validation of the Module Protection System software, a step toward qualifying the safety-critical controls. The award advances NuScale's supply chain as it already has components for 12 power modules in production.

TAE Technologies names ex-ExxonMobil executive Woodbury president, COO

Fusion developer TAE Technologies appointed Jeff Woodbury as president and chief operating officer on June 17 to help drive commercial fusion deployment. Woodbury spent roughly 35 years at ExxonMobil, where he held senior roles overseeing large-scale operations, major capital projects, and global upstream activities, most recently as a corporate vice president and officer. He joins as TAE advances site selection and design for its first utility-scale fusion power plant, an initial roughly 50-MWe facility targeted for the early 2030s.

/ Wednesday, June 17, 2026

Japan pledges up to $25B for NuScale small modular reactors

Reports over the weekend of June 13-14 said Japan plans to invest up to $25 billion in NuScale Power and U.S.-led small modular reactor projects, part of a broader nuclear commitment exceeding $65 billion within Japan's roughly $550 billion U.S. investment package negotiated in trade talks. NuScale (NYSE: SMR) shares jumped more than 5% in overnight trading into June 15 on the news, which centers on building out an SMR supply chain inside the United States and supporting global deployment of NuScale's reactors with commercialization partner ENTRA1. The pledge is one of the largest international commitments to American SMR technology to date.

TerraPower enters UK regulatory review, opens UK subsidiary

TerraPower said on June 16 that its 345-MWe Natrium sodium-cooled fast reactor has formally entered the UK's Generic Design Assessment, the Office for Nuclear Regulation-led licensing process that vets a reactor's safety, security and environmental case independent of a site. The Bill Gates-founded company also launched a UK subsidiary, TerraPower UK Ltd, to pursue British deployment. The move follows the April 23 start of construction on TerraPower's flagship Kemmerer Unit 1 in Wyoming, the first U.S. utility-scale advanced reactor build, which is targeted for completion around 2030.

Helion raises $465M Series G at $15.5B valuation

Fusion developer Helion Energy closed a $465 million Series G round in early June, lifting the Everett, Washington company's valuation to about $15.5 billion. The round was led by Thrive Capital, with new backers including Lux Capital, Peak XV Partners and Ford Motor executive chairman Bill Ford, and will fund Helion's first power plant, expand Washington manufacturing, and support its pledge to deliver fusion power to Microsoft by 2028. The raise follows Helion becoming the first company in the world to secure regulatory licenses for a fusion power facility and reporting measurable deuterium-tritium fusion at 150 million degrees Celsius on its Polaris prototype.

ULA's Vulcan flies first national security mission, USSF-106

United Launch Alliance launched its Vulcan rocket on the USSF-106 mission for the U.S. Space Force on June 11, the rocket's first national security launch and ULA's 101st national security mission overall. The flight followed an anomaly investigation into a Vulcan solid rocket booster issue, resolved after a successful Northrop Grumman GEM 63XL static fire test in mid-April. ULA expects to fly 20 to 25 missions in 2026, including a September Vulcan launch carrying 45 Amazon Leo satellites on an optimized Centaur V upper stage.

WeRide pushes into Europe with Slovakia and Madrid robotaxi plans

WeRide outlined a plan on June 10 to commercialize its Level 4 autonomous-vehicle portfolio in Slovakia after a meeting between executives and Prime Minister Robert Fico in Bratislava, with first vehicles expected this month and testing to begin in Bratislava before expanding to Kosice and the High Tatras. The Slovakia push builds on a June 2 announcement that WeRide, Uber and AVOMO will launch Spain's first commercial robotaxi pilot in the Region of Madrid later in 2026 via the Uber app. The Chinese AV developer also took first place at the June 15 Tianjin round of China's Second Intelligent Driving Competition, a record sixth consecutive win.

Hermeus names Zach Shore CEO; founder Piplica becomes chairman

Hypersonic aircraft developer Hermeus appointed Zach Shore as chief executive officer effective June 1, with founding CEO AJ Piplica transitioning to executive chairman. The leadership change comes as Hermeus advances its uncrewed Quarterhorse Mk 2.1 — billed as the world's first privately developed unmanned supersonic jet, which has flown to Mach 1.21 — and develops the larger Darkhorse, for which it has accepted its first Pratt & Whitney F100 engine to integrate into its Chimera II turbine-based combined cycle propulsion system. The company has won a $159 million Defense Department contract exploring military applications of its high-speed technology.

/ Tuesday, June 16, 2026

Eutelsat wins ~€350M French military OneWeb capacity contract

Eutelsat announced on June 15 the signature of the CENTAURE contract through France's Directorate General of Armaments (DGA), the first call-off order under the roughly €1 billion NEXUS framework agreement with the French Ministry of the Armed Forces. The deal is worth about €350 million over up to eight years, including a firm €138 million initial commitment across four years, to supply OneWeb low-Earth-orbit capacity across areas of strategic interest and harden the security of Eutelsat's LEO services. It gives the French military low-latency global connectivity during the ramp-up of Europe's sovereign IRIS² constellation.

Baidu's Apollo Go wins Swiss Level 4 robotaxi permit

Baidu said on June 12 that AmiGo — its on-demand autonomous mobility service run with Swiss Post's PostBus — received a special permit from Switzerland's Federal Roads Office (FEDRO) for Level 4 driverless operations in Eastern Switzerland, marking Apollo Go's first European regulatory approval of its kind. Open-road trials began June 1 across roughly 80 square kilometers in the cantons of St. Gallen, Appenzell Ausserrhoden, and Appenzell Innerrhoden, with regular fully driverless service targeted for early 2027 in what the partners call Europe's largest planned automated public-transport operation. The expansion adds to Apollo Go's roughly 3.2 million driverless rides in Q1 2026 and more than 22 million cumulative rides across over 27 cities.

TAE-Trump Media fusion merger reset to Q4 2026, spin-off dropped

TAE Technologies and Trump Media & Technology Group said on June 10 they now aim to close their roughly $6 billion all-stock merger in the fourth quarter of 2026 or sooner, pushing the target out from an earlier mid-2026 window. The companies also confirmed they will no longer pursue a previously discussed spin-off of TMTG media assets — including Truth Social — into a separate company, with the combined board to weigh options for legacy units after closing. TMTG plans to file a Form S-4 registration statement covering the shares issued in the deal, which would take the hydrogen-boron fusion developer public.

/ Monday, June 15, 2026

DOE approves preliminary safety analysis for Oklo's Aurora reactor

The U.S. Department of Energy on June 11 approved the Preliminary Documented Safety Analysis for Oklo's Aurora powerhouse at Idaho National Laboratory, a major step on the authorization pathway under the department's Reactor Pilot Program. The review covered the project's hazard and accident analysis, safety controls, and design commitments for what would be Oklo's first commercial fast-fission plant, and Oklo shares rose roughly 5% on the news. The approval follows Oklo's June 4 close of its acquisition of Oak Ridge precision-manufacturing firm ARMEC, which added about 40 engineers and technicians.

Tesla files Arizona robotaxi first-responder plan, maps Phoenix expansion

Tesla on June 14 published its Robotaxi First Responder Interaction Plan for Arizona, a mandated prerequisite for operating unsupervised SAE Level 4 vehicles on public roads that tells police and fire crews how to approach, disable, and communicate with driverless cars. The plan details a dedicated Robotaxi First Responder Support team that can set temporary geofences around accident scenes, plus a post-collision sequence in which a stopped car flashes its hazards, unlocks doors, lowers windows, and opens two-way audio to a remote agent. The filing maps a planned Phoenix-area deployment spanning Scottsdale, Paradise Valley, and Glendale, and follows Tesla's recent application to run up to 5,000 robotaxis in Nevada's Clark County.

SpaceX stock jumps 19% on first day; Musk net worth tops $1 trillion

SpaceX shares closed their first Nasdaq session at $161 on June 12, up about 19% from the $135 IPO price and lifting the company's market value above its roughly $1.77 trillion offering valuation after the largest public offering in history. As SPCX opened near $150, Elon Musk's net worth crossed $1 trillion for the first time, driven largely by his stake and roughly 82% voting control. The debut capped a record $75 billion raise and gave public investors their first direct exposure to Starlink and SpaceX's launch and AI-compute businesses.

Commonwealth Fusion publishes ARC validation papers, pursues grid hookup

Commonwealth Fusion Systems said a global team of scientists has published five peer-reviewed papers in a special issue of the Journal of Plasma Physics validating the physics of ARC, its planned first commercial-scale fusion power plant, building on lessons from its SPARC demonstration tokamak. The Gates- and Nvidia-backed company, which has raised nearly $3 billion, is targeting the early 2030s to feed about 400 megawatts onto the grid from its ARC plant in Chesterfield County, Virginia — enough to power roughly 280,000 homes — and has begun the interconnection process. Some outside researchers cautioned that data from an operating reactor is still needed to confirm the predictions.

X-energy submits Xe-100 reactor for UK design assessment

X-energy on June 2 submitted its Xe-100 high-temperature gas-cooled reactor to enter the UK's Generic Design Assessment, the Office for Nuclear Regulation-led licensing pathway that evaluates a reactor's safety, security, and environmental case independent of a specific site. The submission, made with utility partner Centrica, supports plans to deploy up to 6 GW of new nuclear in Britain, with Hartlepool identified as the preferred first site for a 12-unit installation, and the assessment is expected to conclude by the end of 2029. The 80-MWe TRISO-fueled design is also advancing toward its first U.S. deployment with Dow in Texas.

Holtec SMR-300 picked for revived Utah Green River nuclear project

A newly formed joint venture between Blue Castle Holdings and Fulcrum Point Holdings will deploy Holtec International's SMR-300 pressurized-water reactors at the long-dormant Blue Castle site in Green River, Utah, the partners said in early June, reviving a project that had spent 19 years collecting environmental, seismic, and groundwater data. The plan calls for two to four SMR-300 units producing a combined 600 to 1,200 MW, and Holtec's air-cooling design is well suited to the arid Emery County site where water is scarce. The revival falls under Utah's 'Operation Gigawatt' clean-energy initiative.

NIO's Firefly sells out limited-edition EV in under eight hours

NIO's small-car brand Firefly launched an 8-bit-themed limited-edition EV on June 10, capped at 333 units and priced at 135,800 yuan — about 13% above the base car — and sold out the run in under eight hours. The push comes as Firefly delivered 5,663 vehicles in May, up about 54% year over year, and after the brand passed 60,000 cumulative deliveries less than two months after hitting 50,000. NIO is also opening its fifth-generation battery-swap stations to Firefly owners for the first time this month.

/ Sunday, June 14, 2026

Waymo launches $29.99 Premier robotaxi loyalty subscription

Waymo on June 11 launched Waymo Premier, its first-ever loyalty subscription, charging $29.99 a month for priority vehicle matching, 10% back in Waymo Cash ride credits, up to five free cancellations a month, and early access to new markets. The invite-only plan rolled out to tens of thousands of the company's most frequent riders in San Francisco, Los Angeles, and Phoenix, and marks Waymo's first move to build recurring revenue as Alphabet's Other Bets segment posted a $2.1 billion Q1 2026 operating loss. Waymo estimates riders taking roughly four trips a week would recoup the monthly fee through cashback alone.

/ Saturday, June 13, 2026

Rocket Lab to join the Nasdaq-100 index on June 22

Rocket Lab said on June 12 it will be added to the Nasdaq-100 Index before the market open on Monday, June 22, joining the 100 largest non-financial companies listed on the Nasdaq. Founder and CEO Sir Peter Beck called the inclusion a reflection of the company's journey 'from a small company with big ambitions to a global space leader,' capping a 2026 rally that has included its first quarter with revenue above $200 million and a five-launch Neutron deal ahead of the rocket's late-2026 debut. The move makes Rocket Lab one of only a handful of pure-play space companies in a major U.S. large-cap index.

FCC waives Amazon Leo's July 2026 half-constellation deadline

In an order dated June 5, the FCC waived Amazon Leo's requirement to place half of its 3,232-satellite Gen1 constellation — 1,616 spacecraft — in orbit by July 30, 2026, after Amazon said in January it could not meet the interim milestone and asked for a two-year extension. Rather than grant the extension, the agency eliminated the half-deployment deadline while keeping the July 30, 2029 full-deployment requirement intact, and imposed a penalty: Amazon temporarily loses priority spectrum status for any satellites not operational by July 30, 2026, with the chance to reclaim it in March 2028 or once it hits the 50% milestone. The relief matters because Amazon's deployment leans on Blue Origin's New Glenn and ULA's Vulcan, and New Glenn remains grounded after a May 28 pad explosion.

Boeing 777-9 clears FAA's largest remaining certification test block

Boeing Commercial Airplanes CEO Stephanie Pope said the FAA has granted the 777-9 Type Inspection Authorization (TIA) Phase 4B, unlocking the largest remaining block of certification flight testing — covering avionics, stability and control, and human-factors work — in remarks at the IATA Annual General Meeting in Rio de Janeiro reported the week of June 8. Phase 4B is the last of the five TIA phases carrying a significant workload, keeping Boeing on course to certify the long-delayed widebody later in 2026 with first deliveries targeted for early 2027. The progress comes after Boeing trimmed 33 777X orders from its firm backlog amid the repeated certification slips.

Airbus unveils U760 Ravenstorm combat drone at ILA Berlin

Airbus on June 11 unveiled the U760 Ravenstorm, an uncrewed collaborative combat aircraft, or 'loyal wingman,' designed to fly alongside crewed fighters for air-to-air combat, air-to-ground strike, and electronic-warfare missions. The reveal at the ILA Berlin air show headlined an expanded Airbus uncrewed-systems portfolio that also included the U145, an autonomous version of its H145 helicopter, and came the same day eight German firms launched the 'Team Gen 6' plan to build a sixth-generation fighter after the Franco-German FCAS program collapsed. The Ravenstorm positions Airbus to compete in the fast-growing market for autonomous combat drones that pair with next-generation fighters.

AST SpaceMobile sets June 17 launch for three BlueBird satellites

AST SpaceMobile announced on June 9 that BlueBird satellites 8, 9, and 10 are scheduled to launch June 17 aboard a SpaceX Falcon 9 from Cape Canaveral, with liftoff targeted for 2:39 a.m. EDT. The next-generation spacecraft are built to beam space-based cellular broadband — voice, data, and video — directly to standard, unmodified smartphones, and the simultaneous three-satellite launch helps the company rebuild momentum after its BlueBird 7 satellite failed to reach its intended orbit and was deorbited in April. AST is racing to grow the in-orbit fleet it needs for continuous U.S. coverage during 2026.

/ Friday, June 12, 2026

SpaceX debuts on Nasdaq in largest IPO in history

SpaceX began trading on the Nasdaq under ticker SPCX on June 12 after pricing its IPO at a fixed $135 per share, selling 555.6 million Class A shares to raise roughly $75 billion at a valuation near $1.77 trillion — the largest public offering ever, eclipsing Saudi Aramco's 2019 record. Demand was extraordinary, with reported total interest above $250 billion and an unusually large retail allocation of up to 30% of shares. The listing crystallizes the value of Starlink, which generated $3.26 billion in Q1 2026 revenue serving 10.3 million subscribers, while Elon Musk retains roughly 82% voting control.

Airbus launches German 'Team Gen 6' fighter plan after FCAS split

Eight German aerospace and defense companies signed a 'Team Gen 6' strategic positioning paper at the ILA Berlin air show on June 11, formally committing to build the sixth-generation fighter at the core of a realigned Future Combat Air System. The signatories — Airbus Defence and Space, Autoflug, Diehl Defence, Hensoldt, Liebherr, MBDA Deutschland, MTU Aero Engines and Rohde & Schwarz — submitted their position paper to Chancellor Friedrich Merz and Defense Minister Boris Pistorius, urging Berlin to award contracts in full by the second half of 2026. The move comes three days after France and Germany agreed on June 8 to scrap the joint FCAS fighter, having concluded the deadlock between Airbus and Dassault Aviation could not be resolved.

Boom targets late 2027 for first AI-data-center power turbines

Boom Supersonic is targeting the end of 2027 to ship the first five units of its Superpower ground turbines, founder and CEO Blake Scholl said at the AIAA AVIATION Forum on June 11. Each Superpower generates 42 megawatts — which Boom argues is enough to power the AI data centers being built across the U.S. — and the units are derived from the same core the company developed for the Symphony engines that will power its Overture supersonic airliner. Boom says it already holds about $1.2 billion in orders for the natural-gas turbines, an adjacent business line that monetizes its propulsion R&D ahead of Overture's entry into service.

Boeing posts best month of 2026 with 60 May deliveries

Boeing handed over 60 commercial aircraft in May 2026 — its strongest month of the year, up from 47 in April — including 51 737 MAX jets, as the planemaker recovered from an earlier wiring issue that had crimped narrowbody output. The figures, reported in early June, leave Boeing's commercial backlog at roughly 6,758 aircraft and signal that its 737 production recovery is gaining pace, days after CEO Kelly Ortberg confirmed the company is studying a push toward a record 70 jets per month. Single-aisle jets dominated the month with 52 narrowbody deliveries.

/ Thursday, June 11, 2026

NASA names Artemis III crew to test SpaceX and Blue Origin landers

NASA on June 9 named the four astronauts for Artemis III — commander Randy Bresnik, pilot Luca Parmitano (ESA), and mission specialists Frank Rubio and Andre Douglas — for a roughly two-week flight that will stay in low-Earth orbit to rendezvous and dock with both human landing systems before any crewed lunar landing. Administrator Jared Isaacman said Orion will link up with Blue Origin's Blue Moon and SpaceX's Starship landers to evaluate life support and other critical systems, with launch targeted as soon as late 2027. The plan turns the crewed test directly on the two companies' lander programs, both of which face hurdles — Blue Origin after the May 28 New Glenn pad explosion and SpaceX as it works to ready Starship for an orbital lander test.

Tesla FSD Supervised wins Belgium and Denmark nods in 48 hours

Tesla secured back-to-back European approvals for Full Self-Driving (Supervised), with Denmark clearing the system on June 9 and Belgium following on June 10 to become the fifth EU country to authorize it for public roads — after the Netherlands (April 10), Lithuania (May 20), and Estonia (May 29). The rapid rollout came alongside Tesla's first localized European safety snapshot, showing FSD Supervised recorded about 3.5 times fewer collisions than manual driving on Dutch roads between April 10 and June 5. The data and approval push land just ahead of a June 30 EU-level discussion on broader recognition, though a bloc-wide green light remains further out.

Boeing unveils upgraded MQ-28 Ghost Bat Block 3 at ILA Berlin

Boeing on June 10 revealed a Block 3 version of its MQ-28 Ghost Bat collaborative combat aircraft at the ILA Berlin Air Show, adding a 25% larger wing that lifts maximum takeoff weight from about 10,000 to 12,000 pounds, enables more than 4,500 pounds of fuel and payload, and allows internal carriage of two AMRAAM missiles or four small-diameter bombs plus beyond-line-of-sight control. Boeing also expanded its German industry team, adding Diehl Defence and Rohde & Schwarz alongside Rheinmetall as it pursues an order from the Luftwaffe and aims to field the drone in Germany by 2029. The reveal builds on the more than 150 test sorties the Ghost Bat has flown in Australia and the United States.

Waymo publishes human collision-avoidance benchmark in Nature

Waymo on June 10 published peer-reviewed research in Nature Communications, developed with Delft University of Technology, introducing a Reference Driver (ReD) model that simulates how a careful, competent human anticipates and avoids crashes rather than only reacting at the last second. Built on the neuroscience concept of active inference, ReD models a driver's evolving beliefs and 'surprise' during a developing conflict, giving Waymo a more human-like benchmark to measure its Driver's collision-avoidance performance at scale. Waymo said it will release ReD as open-source software under a non-commercial academic license, a move that arrives as the company faces intensifying federal and media scrutiny over real-world incidents.

Court advances Joby trade-secret suit, dismisses Archer counterclaims

A federal magistrate judge, Susan van Keulen, ruled in early June that the core of Joby Aviation's trade-secret lawsuit against rival Archer Aviation and former Joby employee George Kivork can proceed — centered on a confidential real-estate developer agreement — while dismissing Archer's counterclaims in their entirety as 'impermissible shotgun pleadings,' with leave to amend by June 29. Both eVTOL developers claimed partial victory; Joby may amend its complaint by June 22, and the procedural reset keeps the closely watched corporate-espionage fight between the two leading U.S. air-taxi companies alive. The ruling lands as both race through FAA type certification ahead of planned 2026 commercial launches.

/ Wednesday, June 10, 2026

Waymo pays $220M for Apple's 5,458-acre AV proving ground

Waymo paid $220 million in a June 5 real-estate transaction to acquire a 5,458-acre autonomous-vehicle proving ground in Wittmann, Arizona — the facility Apple built for roughly $125 million in 2021 as the centerpiece of its now-cancelled Project Titan self-driving car program. The site includes a 115-acre city-simulation course, a vehicle dynamics area, a four-mile oval track, and a dedicated freeway course; Waymo told TechCrunch it will use the facility for rider-only testing, motion control validation, operational training workflows, and future testing expansion as it works toward 1 million paid robotaxi rides per week by year-end.

Wing and Walmart launch drone delivery in 7 new US metro areas

Alphabet's Wing and Walmart on June 9 announced what they called the world's largest-ever drone delivery expansion, adding Memphis, New Orleans, Philadelphia, Phoenix, San Diego, the San Francisco Bay Area, and Salt Lake City — seven metro areas at once — bringing the partnership to nearly 20 U.S. markets. The expansion is part of Wing and Walmart's plan to put drone delivery within reach of roughly 40 million Americans by 2027, and follows the partnership's milestone of surpassing 1 million total U.S. drone deliveries in May 2026.

LandSpace Zhuque-2E completes 8th mission with SpaceSail payload

LandSpace's Zhuque-2E Y6 rocket lifted off from the Dongfeng Aerospace Innovation Pilot Zone on June 9, successfully delivering the SpaceSail DTC 01 and China Mobile 02 satellites to their designated orbits — the eighth successful mission for the Zhuque-2 methane rocket family. The flight extends LandSpace's commercial launch cadence as China's leading private methalox operator while the company pursues its STAR Market IPO and works toward full first-stage recovery on the larger Zhuque-3.

BYD launches first plug-in hybrid SUV in India with 1,200 km range

BYD debuted the Sealion 6 — its first plug-in hybrid electric vehicle for India — on June 9, priced at approximately Rs 35–45 lakh (~$42,000–$54,000). The model uses BYD's DM-i Super Plug-in Hybrid powertrain, which claims a combined driving range of over 1,200 kilometres by prioritising the electric motor for urban commutes and switching to petrol for extended highway range — a formula targeted at Indian buyers hesitant to commit to pure EVs amid the country's still-developing fast-charging network.

Lucid's top engineering executive exits in first Napoli shake-up

Emad Dlala, a senior executive at Lucid Group who had recently been elevated to a leading role overseeing vehicle engineering strategy, departed the company on June 9 — the first major leadership exit since Silvio Napoli formally became CEO on June 1. As part of the restructuring under Napoli, the vice presidents of vehicle engineering and software will now report directly to him, tightening product control as Lucid pivots its strategic narrative around its Uber-backed robotaxi program and the upcoming Atlas-based midsize vehicle platform.

/ Tuesday, June 9, 2026

Pentagon blacklists BYD, NIO, and Unitree as Chinese military firms

The U.S. Department of Defense published an updated Section 1260H list on June 8, naming 188 companies it says support China's military-civil fusion strategy — including EV giants BYD and NIO, humanoid-robot maker Unitree, and Alibaba, Baidu, CALB, EVE Energy, RoboSense, and TP-Link. The FY2024 NDAA prohibits DoD from contracting directly with any listed entity starting June 30, 2026 — fewer than three weeks away — with bans on indirect procurement through third parties following a year later; affected companies called the designations baseless and vowed legal action. The list had briefly appeared in the Federal Register in February before being unexpectedly withdrawn, making the June 8 republication official.

Rivian opens R2 orders today; first deliveries slip to 'soon after'

Rivian opened R2 Performance order invitations and demo drives at its retail spaces on June 9 as planned, but softened the delivery commitment — telling customers on X that first physical deliveries will start 'soon after' June 9 rather than on the day itself, with a 2-to-6-week window from order confirmation to delivery of the $59,485 Performance with Launch Package. Separately, the Rivian Adventure Network crossed 1,007 DC fast-charging stalls across 148 U.S. sites during launch week, with 97% of locations open to all EVs — a 40% year-over-year growth in stall count heading into the R2 era.

SpaceX Falcon 9 booster sets orbital rocket reuse record on 35th flight

Booster B1067 launched 29 Starlink satellites from Cape Canaveral at 6:13 a.m. EDT on June 8, completing its record 35th trip to space and back — more flights than any orbital rocket stage in history, surpassing NASA's Space Shuttle orbiters at 39 missions per vehicle once landing is counted. The first stage landed on the droneship A Shortfall of Gravitas about eight minutes after liftoff, deployment was confirmed an hour later, and the active Starlink constellation grew to more than 10,580 satellites. The milestone came four days before SpaceX's planned Nasdaq debut on June 12 under ticker SPCX.

CNN investigation: Waymo ran red lights, drove into floods, blocked responders

A CNN investigation published June 3, drawing on public records across Waymo's 11-metro footprint, found the company's robotaxis have run red lights, driven into closed and flooded roads, and blocked emergency responders — including a June 6 incident in Dallas where a Waymo was filmed on a deputy constable's body camera partially obstructing crews at a fatal apartment fire. Federal regulators are running at least five concurrent probes into Waymo, including the flooding incidents that triggered a 3,800-vehicle recall in May, illegal passing of stopped school buses, and a January crash that injured a child. Waymo said incidents are isolated and that no investigation has identified a systemic safety defect; the company's expansion plans across the U.S. and internationally remain on track.

/ Monday, June 8, 2026

BYD assumes full crash liability when God's Eye is active

At its May 28 vehicle intelligence event BYD announced it will assume full financial liability for at-fault crashes that occur while its God's Eye urban autonomous driving system is active — covering repairs to the owner's car, third-party property damage, and personal injury — making it the first major automaker to do so and setting a sharp contrast with Tesla, which has never accepted liability for FSD-active crashes. The guarantee applies to both God's Eye A and the LiDAR-equipped God's Eye B (a 12,000-yuan/~$1,770 option) across BYD's lineup, taking effect on new deliveries and extending to existing owners who update to God's Eye 5.0 over the air. The policy lands as BYD also rolls out the Xuanji A3 4nm smart-driving chip and reports record May overseas deliveries of 160,644 units.

US private microreactor hits criticality first under Trump DOE pilot

Antares Nuclear's Mark-0 sodium heat-pipe microreactor achieved zero-power criticality at Idaho National Laboratory on June 4, 2026, becoming the first privately developed advanced reactor to reach that milestone under the Department of Energy's Reactor Pilot Program — a Trump executive-order initiative targeting at least three advanced reactor criticalities by July 4. The Mark-0 is fueled by HALEU TRISO compacts and uses a heat-pipe-cooled, fast-spectrum design initially targeting U.S. military bases, with commercial electricity sales targeted for late 2027 and full deployment by end of 2028 — at the same Idaho National Laboratory campus where Oklo is constructing its Aurora powerhouse under an NRC-issued combined construction and operating license. The DOE has selected eleven advanced reactor projects under the RPP, and the Antares milestone validates the regulatory testing infrastructure and fast-fission design path that underpins the broader U.S. advanced nuclear build-out.

Space Force hands Blue Origin first national security launch task order

The U.S. Space Force awarded Blue Origin its first NSSL Phase 3 Lane 1 task order on May 28, 2026 — hours before the New Glenn rocket exploded during a hotfire at Cape Canaveral's LC-36. Designated NRO Task Order-4, the award directs Blue Origin to launch a National Reconnaissance Office satellite from Cape Canaveral in the fourth quarter of 2027 or first quarter of 2028 under the lower-risk Lane 1 contracting track, which is reserved for missions that can accept greater launch risk than the military's most critical payloads. A May 29 Space Force press release confirmed the service remains a 'committed partner' with Blue Origin and that the ground-test explosion does not trigger automatic disqualification under Phase 3 program rules.

/ Sunday, June 7, 2026

NASA X-59 breaks sound barrier, clearing way for Boom's overland plans

NASA's Lockheed Martin-built X-59 Quesst quiet supersonic research aircraft completed its first supersonic flight at Edwards Air Force Base on June 5, with test pilot Jim 'Clue' Less hitting Mach 1.1 (~713 mph) at 43,400 feet during an 81-minute sortie. The milestone produces the first real flight data NASA needs to seed an FAA and ICAO 'quiet thump' noise standard — the same regulatory pathway Boom Supersonic's Overture needs to fly cross-country routes — and lands as the House-passed Supersonic Aviation Modernization Act presses the FAA to revisit the 1973 overland supersonic ban.

JPMorgan ends 8-year Tesla bear call, lifts target 227% to $475

JPMorgan on June 5 upgraded Tesla from Underweight to Neutral and raised its price target from $145 to $475 — a 227% revision — in the first major call from incoming lead auto analyst Rajat Gupta, who replaced longtime bear Ryan Brinkman in early May. Gupta's framework reframes Tesla as a vertically-integrated technology platform rather than an EV manufacturer, with robotaxi, Optimus, and FSD licensing projected to drive roughly half of an estimated $203B revenue base and $7.50 EPS by 2030, ending one of Wall Street's longest-running bearish institutional positions.

Qianfan crosses 200 satellites with back-to-back launches

Shanghai Spacecom Satellite Technology's Qianfan megaconstellation crossed the 200-satellite mark on June 5 after CASC put up 36 satellites in 19 hours — a Long March 6A from Taiyuan on June 4 and a Long March 8 from Wenchang on June 5, each carrying 18 SSST-built spacecraft. SSST said the milestone is enough to begin supporting maritime Automatic Identification System services and accelerates buildout of China's flagship answer to Starlink, though Qianfan still needs to roughly triple its in-orbit fleet by year-end to hit its 324-satellite initial global coverage target.

Waymo and B2U strike second-life battery deal for hundreds of MW of storage

Waymo and B2U Storage Solutions on June 4 unveiled a multi-year supply agreement to repurpose batteries pulled from Waymo's retired robotaxi fleet into utility-scale battery energy storage systems across California and Texas, with plans to deploy 'hundreds of megawatts' over the life of the partnership. The deal turns a previously stranded waste stream into grid services revenue, follows Waymo's late-May Ojai vehicle rollout and ~1,400 sq mi footprint expansion, and is the first publicly disclosed second-life battery pipeline of its scale at a commercial robotaxi operator.

Boeing studies pushing 737 MAX rate to record 70 per month

Boeing is drafting plans to raise 737 production to roughly 70 jets per month, well above its publicly stated 63/month ambition, with CEO Kelly Ortberg telling CNBC on June 5 that the work is 'study activity right now' focused on supply-chain resilience. The exploratory ramp — first reported by The Air Current on June 4 — would close most of the gap with Airbus's 70-75/month A320neo-family target and comes days after the FAA cleared the 47/month capstone review on Renton, signaling Boeing now sees its constraint as supply rather than regulatory.

/ Saturday, June 6, 2026

Airbus books 379 May orders, pushes A220 past 1,000 firm sales

Airbus on June 5 reported 379 gross commercial aircraft orders and 81 deliveries for May 2026, capped by an AirAsia X firm order for 150 A220-300s — the largest single-customer A220 deal ever — and a 102-jet China Eastern Airways order (23 A320neos and 79 A321neos). The AirAsia deal carried a list-price tag of about $19B, made AirAsia the A220 launch customer for a new 160-seat cabin, and pushed the A220 family past 1,000 firm orders, with the A320 family backlog crossing 20,000 lifetime orders.

Tesla pushes next-gen Roadster demo to August on thruster delays

Tesla has slipped the public unveil of its long-promised next-generation Roadster to August or later, with The Information reporting on June 5 that the SpaceX-developed cold gas thruster system — internally code-named A71 — still needs more work after a late-April internal demo. The latest slip is at least the eighth Roadster delay since the 2017 prototype, dragged TSLA down 6.9% on Friday and put the stock on track for its worst week in a year amid broader demand and product-execution concerns.

SpaceX inks $30B Google AI compute deal ahead of IPO

SpaceX disclosed in an amended S-1 on June 5 that Alphabet's Google will pay it $920 million per month from October 2026 through June 2029 — about $30 billion — for roughly 110,000 NVIDIA GPUs, CPUs, memory, and related infrastructure routed through its Memphis Colossus 1 data center. Coming on top of a separate $1.25B/month Anthropic pact unveiled May 6 for the full ~220,000-GPU, 300 MW Colossus 1 capacity, the deal lifts SpaceX's disclosed AI-compute backlog to more than $70 billion and reframes the post-xAI-merger company as a major AI hyperscaler days before its planned June 12 Nasdaq debut under ticker SPCX.

Uber sells $479M Aurora block, cuts stake to 15.6%

Uber Technologies' wholly owned Neben Holdings subsidiary on June 2 disposed of 67,500,000 Class A shares of Aurora Innovation in a single block trade at $7.10 per share, raising about $479.25 million and trimming its Aurora stake by 14.46 percentage points to roughly 15.6% — disclosed in a Schedule 13D/A amendment. The sale comes weeks after Aurora widened its Sun Belt driverless freight network to 10 routes, opened a Phoenix terminal, and signed the 500-truck Hirschbach Driver-as-a-Service MOU, and follows Uber's earlier capital recycling out of its 2020 ATG stake.

WeRide, Uber and AVOMO to launch Spain's first commercial robotaxi pilot

WeRide, Uber and AVOMO on June 2 announced the launch of Spain's first commercial robotaxi pilot in the Region of Madrid, in collaboration with Madrid's regional government, with rides booked through the Uber app and AVOMO running fleet operations on WeRide's autonomous-driving platform. Service is slated to start later in 2026 with trained vehicle operators and scale toward fully driverless commercial coverage of central urban areas; Madrid is the fourth of 15 cities under WeRide and Uber's broader partnership, with 11 more planned by 2030.

/ Friday, June 5, 2026

SpaceX prices IPO at $135 for $1.77T valuation, biggest ever

SpaceX on June 3 set a fixed $135-per-share price for its Nasdaq IPO, targeting a roughly $1.77 trillion valuation and about $75 billion in proceeds — a deal that would dwarf Saudi Aramco's 2019 record to become the largest public offering in history. The investor roadshow kicked off June 4 with 555.6 million shares on offer, Goldman Sachs leading a syndicate including Morgan Stanley, BofA, Citi and JPMorgan, trading expected to start on Nasdaq under ticker SPCX on June 12, and Elon Musk retaining roughly 82% voting control after pricing.

Helion raises $465M Series G at $15.5B fusion valuation

Helion Energy on June 4 closed a $465 million Series G led by Thrive Capital at a $15.5 billion post-money valuation, lifting total funding to roughly $1.5 billion as the Everett, Washington startup races to deliver fusion electricity to Microsoft from its Orion plant in Malaga by 2028. New investors include Lux Capital, Peak XV Partners, Alta Park Capital, Anti Fund, BoxGroup and Ford Motor Executive Chairman Bill Ford, joining existing backers SoftBank Vision Fund 2, Lightspeed, Mithril, Capricorn and Good Ventures; the cash will scale manufacturing and feed the Polaris prototype and forthcoming Tiny Merge testbed campaigns.

X-energy posts $43M Q1 in first public quarter, $2B liquidity

X-energy on June 4 reported its first quarterly results as a public company, with Q1 2026 revenues and grant income of $43 million (up from $21M YoY), a $166.2M net loss, and $944M of cash at quarter-end that swells to about $2.05B once the roughly $1.1B in net IPO proceeds from its April 24 Nasdaq debut are included. Alongside the financials, X-energy disclosed the NRC's Finding of No Significant Impact for Dow's Seadrift advanced reactor project, a TRISO-X Part 70 fuel fabrication license, an MOU with IHI Corporation for HTGR components, and a graphite supply agreement with SGL Carbon.

NuScale adds former NRC chair Klein and Harshaw to board

NuScale Power announced on June 2 that it elected Dr. Dale E. Klein and Stuart A. Harshaw to its Board of Directors at the May 29 annual meeting of stockholders, expanding the board to nine directors with eight independent. Klein chaired the U.S. Nuclear Regulatory Commission from 2006 to 2009 and brings four decades of technical and regulatory experience as a UT Austin professor emeritus; Harshaw is president and CEO of Nickel Creek Platinum Corp. and a former senior Vale Canada nickel executive, adding nuclear-regulatory and capital-project depth as NuScale works to convert its RoPower, ENTRA1/TVA, and Framatome pipeline into firm orders.

Kazakhstan to expand Cybertruck use after Almaty rescue trial

Kazakhstan's Ministry of Emergency Situations on June 2 confirmed it will buy more Tesla Cybertrucks after the initial unit deployed in Almaty proved effective in mountain rescue operations, with Vice Minister Yerbolat Sadyrbayev citing its high mobility, quiet operation, and onboard electric power output. The decision adds to a Kazakhstan government fleet that already includes Cybertrucks used by the State Guard Service as mobile command-and-control vehicles during the May 15 Organization of Turkic States summit in Turkistan — an unexpected international government channel for a model that has otherwise struggled with U.S. consumer demand.

/ Thursday, June 4, 2026

Commonwealth Fusion publishes ARC physics basis in five peer-reviewed papers

Commonwealth Fusion Systems on June 4 published a five-paper ARC Physics Basis in a special issue of Cambridge University Press' Journal of Plasma Physics, the most detailed public scientific case yet for a commercial-scale tokamak power plant. The papers use SPARC design lessons and state-of-the-art tools to project that ARC — CFS' planned Fall Line Fusion Power Station in Chesterfield County, Virginia — can produce roughly 1.1 GW of fusion power and deliver about 400 MW of continuous net electricity to the grid, validating the physics path to first electricity in the early 2030s.

Tesla expands unsupervised Robotaxi to the entire Austin metro

Tesla on June 3 expanded its unsupervised Robotaxi service area to cover the entire Austin metropolitan region, more than doubling the previous geofence to include suburbs such as Pflugerville and Manor and opening up service on major highways including I-35. It is the fifth Austin expansion of the program and the largest jump since the June 2025 launch, even as the active driverless fleet stays at roughly 20 vehicles and the Dallas and Houston rollouts each remain stuck at single-digit cars.

X-energy files Xe-100 for UK Generic Design Assessment

X-energy on June 2 submitted its 80 MWe Xe-100 high-temperature gas-cooled reactor into the UK's Generic Design Assessment process, the regulatory gateway for new reactor designs in Britain. The filing is the first concrete step in X-energy and Centrica's joint plan to deploy up to 6 GW of new nuclear capacity in the UK and broadens the Xe-100 commercial slate alongside the Dow Seadrift project and the Amazon-backed Energy Northwest Cascade plant.

Blue Origin commits to flying New Glenn again by year-end

Blue Origin CEO Dave Limp said on June 2 that New Glenn will return to flight before the end of 2026 despite the May 28 hotfire explosion that wrecked the transporter-erector at LC-36, citing better-than-expected damage to the propellant farm, water tower, an additional flight-ready booster, and three upper stages staged nearby. Limp said the company will shift to an alternative vertical assembly path rather than wait for a new transporter-erector and ruled out skipping straight to the larger 9x4 New Glenn variant — keeping Blue Moon MK1 'Endurance' and the Amazon Leo NG-2 manifest within reach for 2026.

Goldman and Citi cut NuScale price targets after Q1 reset

Goldman Sachs cut its NuScale Power price target to $9 from $10 (Neutral) and Citi cut to $7 from $9 (Sell), with both moves landing on June 3 amid a roughly 13% intraday slide and a wave of investor scrutiny following Q1 revenue of just $0.6M, a ~$44M net loss, and ~$316M of negative free cash flow. The downgrades come even as NuScale advances the 6-module RoPower project in Romania, a potential 6 GW ENTRA1/TVA program in the U.S., and an expanded Framatome fuel-supply deal — but underline how dependent the company's roughly $1B liquidity runway is on turning that pipeline into firm orders.

/ Wednesday, June 3, 2026

China's reusable Long March 12B debuts with Qianfan satellites

CASC's new partially reusable Long March 12B lifted off from Jiuquan at 4:40 a.m. EDT on June 1 in a no-notice maiden flight, successfully delivering two Genesat-built Qianfan broadband satellites — the constellation's 10th batch — to orbit. The 72-meter, 20-ton-to-LEO vehicle uses nine YF-102R kerolox engines on a 4.37-meter core and is designed for propulsive first-stage recovery, though the debut did not attempt a landing; the rocket is China's most capable commercial-class lifter to date and is expected to be a workhorse for the Shanghai-led megaconstellation.

Nvidia and Unitree unveil Isaac GR00T H2+ humanoid reference platform

At COMPUTEX Taipei on June 1, Nvidia CEO Jensen Huang and Unitree announced the Isaac GR00T reference humanoid robot, combining Unitree's 1.8-meter, 68-kg H2 body (31 DoF) with Singapore-based Sharpa's 25-DoF dexterous hands and Nvidia's Blackwell-class compute and Isaac GR00T stack. The H2+ will be available starting in October, with initial deliveries going to AI labs including Allen AI, ETH Zürich, Stanford's Robotics Center, and UC San Diego — anchoring Unitree as Nvidia's flagship humanoid hardware partner just as the Chinese firm advances toward its Shanghai IPO.

Unitree clears Shanghai STAR Market review for $620M humanoid IPO

Shanghai Stock Exchange's Listing Review Committee approved Unitree Robotics' STAR Market IPO on June 1, just 73 days after acceptance — the fastest STAR Market track in recent memory — clearing the path for what would be China's first listed humanoid-robot company. Unitree is targeting roughly RMB 4.2B (~$620M) in proceeds at a ~RMB 42B (~$6.2B) initial market cap and disclosed 2025 revenue of RMB 1.70B and net profit of RMB 278M on shipments of more than 5,500 humanoid robots.

DOT Secretary Duffy becomes first cabinet official to fly an eVTOL

Transportation Secretary Sean P. Duffy flew aboard a Beta Technologies ALIA vertical-takeoff aircraft at the company's Vermont headquarters on May 29, the DOT announced June 1 — the first time a sitting U.S. Transportation Secretary has flown in an eVTOL. The visit endorses Beta's role in the FAA's 26-state eVTOL Integration Pilot Program and is the highest-profile Trump-administration backing yet for advanced air mobility, with Duffy framing the technology as central to next-generation U.S. transportation.

Rocket Lab insiders sell $18M after record-setting May rally

Four Rocket Lab executives and directors filed combined sales of about $18M on June 1 following a May in which RKLB notched eight record-high closes, led by Slusky Ventures founder and director Alexander Slusky's $8.96M disposition of 60,000 shares and a $513,345 sale by President Brad Clevenger, with COO Frank Klein and General Counsel Arjun Kampani also unloading stock under 10b5-1 plans. The clip is the largest concentrated insider sale at the launch and space-systems firm since its 2021 SPAC, coming days after Q1 revenue topped $200M for the first time and as investors brace for the SpaceX IPO.

/ Tuesday, June 2, 2026

SpaceX wins $4.16B Space Force contract for Golden Dome AMTI satellites

The U.S. Space Force on May 29 awarded SpaceX a $4.16 billion contract to build a constellation of low-Earth-orbit satellites carrying airborne moving target indicator (AMTI) sensors for the Trump administration's Golden Dome homeland missile-defense initiative. The single award — larger than the combined prototype contracts handed to every other Golden Dome bidder — lifts SpaceX's total Golden Dome book to roughly $6.45B and cements it as the program's primary commercial space-layer builder as procurement accelerates toward an initial operational layer.

BYD snaps 8-month sales slide as overseas shipments hit record

BYD reported 383,453 NEV sales for May on June 1, edging up 0.26% year over year and ending eight straight months of declines, with sequential volume jumping 19.4% from April. Overseas sales surged 80.4% to a record 160,644 units — about 42% of total volume — as exports of the Dolphin Surf, Atto 2, and Seal U continue to drive the global push that is now offsetting persistent price pressure in BYD's domestic market.

NIO delivers record 37,705 vehicles in May as Onvo L80 and ES9 ramp

NIO Inc. on June 1 reported May deliveries of 37,705 vehicles, its best month of 2026 — up 62.3% year over year and 28.4% from April — lifting cumulative deliveries past 1.148 million. The result was paced by 12,029 Onvo brand units (+124.8% MoM) on the new L80 large SUV ramp, with the just-launched ES9 flagship and Firefly's 5,663-unit performance pushing NIO's January–May total to 150,526 vehicles (+68.7% YoY).

Boeing validates MQ-28 Ghost Bat stealth in radar cross-section testing

Boeing said on June 1 it has completed radar cross-section testing on the MQ-28 Ghost Bat Collaborative Combat Aircraft, validating the unmanned wingman's low-observable design across azimuth, elevation, and roll inside its anechoic test chamber. The RCS data — gathered to inform customer survivability and detection-risk models — confirms the production design's stealth shaping and material choices and is another maturity marker for the Australia-led program now flying operationally in the United States.

Lucid opens Belgium test-drive center as fifth European market

Lucid Motors opened its Belgian test-drive center in Zaventem, near Brussels Airport, on June 2, making Belgium its fifth direct European market after Germany, the Netherlands, Norway, and Switzerland. The launch — anchoring the Air sedan and Gravity SUV — comes as interim CEO Marc Winterhoff says Lucid remains on track to enter seven or eight new European markets in 2026, with France and Denmark next in the pipeline.

/ Monday, June 1, 2026

Waymo opens its first purpose-built Ojai robotaxi to public riders

Waymo on May 28 began offering trips in the Ojai, its first ground-up purpose-built robotaxi and the production vehicle for the company's 6th-generation Driver. Built by Zeekr and outfitted at Waymo's Arizona factory, the van starts service with about 100 vehicles in San Francisco, Los Angeles, and Phoenix — joining a roughly 4,000-car commercial fleet — with public rides free for now as Waymo collects feedback and prepares to expand to Denver, Las Vegas, and San Diego.

BYD unveils Xuanji A3, China's first in-house 4nm smart-driving chip

At its May 28 intelligence strategy event BYD launched the Xuanji A3, an automotive-grade 4nm smart-driving SoC the company calls China's first, with a three-chip cluster delivering more than 2,100 TOPS to support L3 and L4 autonomous driving. Paired with BYD's next-generation God's Eye ADAS stack, the chip is already in mass production and gives the world's largest EV maker full-stack control of its assisted-driving hardware and software just as L3 features begin pushing into mainstream models.

Oklo picked by DOE for surplus-plutonium fuel program with newcleo

The U.S. Department of Energy selected Oklo on May 26 for advanced negotiations under the Surplus Plutonium Utilization Program, alongside Exodys Energy, SHINE Technologies, Standard Nuclear, and Flibe Energy. Oklo will partner with European fast-reactor developer newcleo to convert U.S. surplus plutonium into MOX-style fuel for its Aurora powerhouse, strengthening Oklo's fuel-supply story for its planned Idaho National Laboratory deployment as the company sits on roughly $2.5B in cash after a 92% Q1 buildup.

Firefly wins $75M NASA JPL MoonFall subcontract for south-pole drones

Firefly Aerospace announced on May 26 that NASA's Jet Propulsion Laboratory has awarded it a $75M subcontract to deliver four drones to the Moon's south pole on the MoonFall mission, targeted to launch no earlier than 2028. Firefly's Elytra transfer vehicle will carry the drones over a 45-day transit, enter lunar orbit, then deploy them about 50 km above the surface to survey terrain including permanently shadowed regions — an early operational piece of NASA's Moon Base initiative — as Firefly simultaneously launched a public stock offering the same day.

Hyundai puts Boston Dynamics Atlas in World Cup ad campaign

Hyundai Motor on May 29 launched 'School of Football,' a five-part social film series featuring Boston Dynamics' production Atlas humanoid running drills, executing a Rabona kick, and stumbling through training routines ahead of the FIFA World Cup 2026, which kicks off June 11. Hyundai says every move was performed by Atlas without CGI, the highest-profile public showcase yet of the new commercial Atlas as Boston Dynamics ramps initial fleet shipments to Hyundai's RMAC factory in Georgia.

/ Sunday, May 31, 2026

Boeing clears FAA capstone review to lift 737 MAX to 47/month

Boeing CEO Kelly Ortberg said on May 27 at the Bernstein Strategic Decisions Conference that the company has passed the FAA's capstone review for the 737 MAX rate-47 production cap and is now running the Renton line at 47 jets per month, up from 42. Ortberg flagged a few months of stabilization at rate 47 before pushing toward 52 — and ultimately the long-stated ambition of 63 — as Boeing works through a record $695B backlog and Spirit AeroSystems integration.

Rivian sets June 9 as official R2 SUV launch day

Rivian confirmed on May 27 that customer deliveries, demo drives, and the first big wave of order invitations for the R2 midsize SUV will all start on June 9, locking in a date for its most important launch since the R1 line. The R2 enters the market in a Performance trim starting just under $60,000, with a Premium following later in 2026 and a $48,490 Standard variant due in 2027 — the platform Rivian is counting on to drive materially higher volume from Normal, Illinois ahead of the Stanton Springs, Georgia ramp.

Unitree heads to Shanghai listing hearing as Q1 profit drops 52%

The Shanghai Stock Exchange's Listing Review Committee is set to review Unitree Robotics' STAR Market IPO on June 1, just 73 days after accepting the application — an unusually fast track for what would be China's first listed humanoid-robot company, with the firm seeking to raise about 4.2 billion yuan (~$619M). The hearing comes despite a brutal Q1 in which Unitree's revenue jumped roughly 68% YoY to RMB 422.8M but adjusted net profit collapsed 52% to RMB 40.3M, as price competition with rivals like Tesla, Figure, and a wave of Chinese challengers compressed margins.

Pony.ai lifts 2026 robotaxi fleet target to 3,500 after record Q1

On May 26 Pony.ai reported Q1 2026 revenue of $34.3M, up 145% year over year, with robotaxi revenue rising 395% as fare-charging income jumped about 456%; the fleet topped 1,700 vehicles during the quarter. Off the back of those numbers, the company raised its 2026 year-end robotaxi fleet target from 3,000 to more than 3,500 vehicles and increased its 2026 robotaxi revenue target from 3x to more than 3.5x its 2025 level, widening its lead among Chinese L4 operators racing to scale fully driverless service.

Figure AI signs Catalyst Brands for first retail-logistics humanoid rollout

Figure AI and Catalyst Brands — the parent of JCPenney, Aéropostale, and Brooks Brothers — announced a commercial agreement on May 26 to deploy Figure's next-generation humanoid robots in retail logistics, beginning at the Catalyst Brands Reno, Nevada Distribution Logistics Center. The robots will work alongside associates in the Joey Pouch sorting and induction system, marking one of the first publicly disclosed commercial deals to put humanoids inside a major U.S. retail distribution network and following Figure 03's recent week-long autonomous package-sorting marathon.

/ Saturday, May 30, 2026

Blue Origin's New Glenn explodes on pad during hotfire test

A New Glenn rocket erupted in a fireball at Cape Canaveral's Launch Complex 36 around 9 p.m. EDT on May 28 during a static fire test, with no injuries reported but apparent damage to the pad's lightning towers and transporter erector. The vehicle was being prepared to launch 49 Amazon Leo broadband satellites as soon as June 4, and because LC-36 is Blue Origin's only New Glenn pad, the loss jeopardizes both Amazon's constellation timeline and AST SpaceMobile's BlueBird launches — AST stock fell roughly 17% on the news.

Hermeus Quarterhorse becomes first private unmanned supersonic jet

Hermeus said its Quarterhorse Mk 2.1 test aircraft hit Mach 1.21 (~930 mph) on its third flight from Spaceport America over the White Sands Missile Range, making it the first privately-developed unmanned aircraft to break the sound barrier and, by Hermeus's claim, the fastest unmanned jet flying today. The milestone came 364 days after Hermeus's Mk 1 maiden flight and roughly three months after Mk 2.1's first flight, validating the iterative build cadence behind the company's path to its Mach 5 Darkhorse military UAS.

FAA grounds SpaceX Starship V3 after Flight 12 booster mishap

The FAA on May 27 formally classified Starship Flight 12 — the May 22 debut of the upgraded Starship V3 — as a mishap and required SpaceX to complete an investigation before Flight 13 can fly. The Super Heavy booster failed to ignite all planned engines during its boostback maneuver, cutting the burn short, and the regulator will oversee SpaceX's report and any fixes before granting a modified launch license.

Tesla's Texas robotaxi fleet revealed: 42 cars vs Waymo's 577

Texas's new autonomous-vehicle registration rule that took effect May 28 forced Tesla to disclose its in-state robotaxi fleet for the first time: 42 vehicles operating in Austin, compared with 577 automated vehicles registered by Waymo in the state. The numbers — nearly a year after Elon Musk launched the Austin service — quantify just how far Tesla still trails the autonomous-ride-hailing market leader as Waymo continues to expand into new metros and onto new vehicle platforms.

NIO launches ES9 flagship SUV with Yao Ming as CXO

NIO formally launched its ES9 flagship executive SUV on May 27, tapping basketball icon Yao Ming as the model's Chief Experience Officer; deliveries began the next day. Priced from RMB 498,000 (about $69,000) or RMB 390,000 (~$54,000) under Battery-as-a-Service, the 5.36-meter ES9 is built on NIO's new 900V architecture with 5C ultra-fast charging plus 3-minute battery swap, and the launch sent NIO's U.S.-listed shares up roughly 10% on its first flagship release in more than two years.