Geopolitical Tensions Fuel Oil Surge & Asia Market Plunge, Goldman Sachs Revises Fed Outlook, NVIDIA CEO Sees Buying Opportunity

1. The escalating Iran-Israel conflict triggered a global oil price surge of over 4% and sharp declines in Asian stock markets, with the Nikkei plunging 4.15% and the KOSPI activating a circuit breaker after an 8% drop.
2. Goldman Sachs revised its Fed forecast, now expecting two 25 basis point rate cuts in June and December 2027, while anticipating unchanged interest rates throughout 2026.
3. NVIDIA CEO Jensen Huang characterized stock volatility as a buying opportunity, announced a significant long-term partnership with SK Hynix, and expressed confidence in AI's profitability and Korea's readiness for robotics.