German Chancellor Mertz: (About the next President of the European Central Bank) I don’t think there is a need to make a decision in the short term; ECB President Christine Lagarde has performed well.

The New York Fed Manufacturing Index for July in the United States, the monthly and annual PPI rates in June, and the monthly wholesale sales rate in Canada in May will be released in ten minutes.

President Trump: Our relationship with Iraq, I would say, went from not being very good to very good. We will have a long-term relationship with Iraq.

1. Deutsche Bank's July 15 report reiterated Tesla's "buy" rating with a target price of $465. The bank expects Tesla’s adjusted earnings per share in the second quarter to be $0.36, below the consensus estimate of $0.47. 2. Looking forward to the full year, Tesla vehicle deliveries are still expected to achieve mid- to high-single-digit growth, with full-year deliveries expected to be approximately 1.77 million vehicles, compared with 1.63 million vehicles last year. 3. Robotaxi: Since the beginning of this year, the promotion speed has been slower than market expectations. Current operations are still mainly concentrated in Austin, Texas, United States. However, so far, no major accidents have occurred in Austin’s commercial operations, which is a positive signal for further expansion of operating areas in the future. 4. Cybercab: Due to the new process, Musk has previously described the mass production ramp-up process as "painfully slow." Production has begun, but the focus at this stage seems to still be on engineering verification and internal testing in preparation for large-scale mass production later this year and in 2027. 5. Optimus humanoid robot: According to supply chain news, the company plans to achieve a weekly production of 1,000 units by September and increase to 2,000 to 2,500 units per week by the end of the year. The AI5 autopilot chip has been taped out, and Musk confirmed that the first batch of AI5 chips will be given priority to the Tesla AI supercomputing cluster and the Optimus project. 6. In addition, as investors pay more attention to the possible integration of Tesla and SpaceX in the next 1 to 2 years, this topic is expected to become a focus of discussion on the earnings call.

According to Politico: US Vice President Vance will meet with House Republicans at the Capitol at 3 pm local time.

Market news: Executives from SpaceX (SPCX.O), Boeing, Lockheed Martin and other companies will attend the White House event today.