White House National Economic Council Director Hassett said current GDP growth estimates show significant deviations.

Three U.S. officials said recent U.S. strikes on Iran are expanding Washington's options to further escalate operations.

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.