Iran Tensions Fuel Oil & Metals Rally, Tech Stocks Hit New Highs, Aramco Warns of Supply Shock

1. U.S.-Iran tensions are escalating as Trump threatens an "unprecedented strike" and dismisses Iran's nuclear proposal, significantly increasing geopolitical risk.
2. The CEO of Saudi Aramco warns the market could lose 100 million barrels of oil per week if the Strait of Hormuz remains disrupted, signaling a severe supply shock.
3. The market is reacting with a sharp surge in precious metals, with spot Silver up 6%, while key tech stocks like NVIDIA and Qualcomm rally to new all-time highs.