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Tastylive Global Macro Manager Ilya Spivak stated that today's gold prices declined, and the ceasefire agreement between the US and Iran, which the market celebrated last week, now appears to be unraveling.He noted that this has once again activated the "war trade" dynamic that markets have become familiar with since the outbreak of the conflict: crude oil prices are rising, thereby pushing up inflation expectations, and driving bond yields and the US dollar higher.

Foresight News reports, according to GMGN data, Freedom of Money's market cap briefly reached 12.81 million US dollars and is now at 11.78 million US dollars, with a 24-hour increase of 59.6%.

GroLink News April 20｜BofA Securities released a report, raising its sales forecast for the server CPU industry, increasing the compound annual growth rate for server CPU industry sales from 13%/$59 billion to 15%/$71 billion for 2026-2030. The main driving factors include: hyperscale data center operators accelerating spending to address emerging Agentic AI; tight supply and improved product mix leading to higher CPU pricing. At the same time, the bank raised its AMD target price from $280 to $310, with a “Buy” rating; Arm's target price was raised from $155 to $180, with a “Neutral” rating; and Intel's target price was raised from $40 to $48. In the short term, BofA Securities believes AMD is the most favorably positioned, as its product line is leading. Intel is also expected to benefit, but the bank considers the approximately $110 billion increase in its market value over the past three months to be excessive. In the long term, the bank expects CPU market competition to become increasingly fierce, with multiple ARM architecture solutions emerging, including NVIDIA Vera, ARM AGI, and self-developed solutions by major cloud providers.