Brent crude fell 2.00% intraday to $73.67/bbl. WTI slid back below $70/bbl, down 1.87% on the day.

On June 26, He Xiaopeng said Xpeng’s second‑generation VLA is headed for global rollout. He noted WP.29’s approval of DCAS UNR 171 series 02 will enter into force six months after approval and become an EU mandatory regulation, clearing the way for legal deployment of autonomous driving in the EU and other markets from end‑2026. He said Xpeng plans overseas rollouts of VLA and VLM in 2027, including mixed Chinese/local‑language in‑car voice control. Xpeng took an active role in the WP.29 ADS working group to advance the first global autonomous‑driving regulation.

Apple’s price increases sparked a tech-sector selloff, sending Asian equities to a two-week low. ACCM research director Glenn Yin said investors are now questioning who will absorb higher costs rather than simply celebrating stronger semiconductor demand; if much of the cost is passed on to consumers, demand elasticity could become a constraint on AI-related profit growth.