Google will next week allow third-party app stores to enter its app store.

Deutsche Bank reiterated a Buy rating on Tesla with a $465 PT. The bank expects Q2 adjusted EPS of $0.36, below street consensus of $0.47. It still projects full-year vehicle deliveries of about 1.77m, implying mid- to high-single-digit growth from 1.63m last year. Robotaxi rollout has lagged market expectations and remains concentrated in Austin; Deutsche Bank notes no major accidents in Austin commercial operations to date, which it views as supportive for geographic expansion. Cybercab production has begun but faces a slow, painful ramp; current work focuses on engineering validation and internal testing ahead of broader ramps late this year and in 2027. Supply-chain reports indicate Optimus humanoid output targets of ~1,000 units/week by September and 2,000–2,500 units/week by year-end. Tesla’s AI5 chip has completed tape-out; Musk said initial AI5 supply will be prioritized for Tesla’s AI supercomputer and the Optimus program. Deutsche Bank expects investor attention on potential Tesla-SpaceX integration over the next 1–2 years to be a notable topic on upcoming earnings calls.

市场消息：伊朗外长已经到达卡塔尔。