Intel's Stock Surges Amid Potential AI Partnerships and Restructuring

Why Intel Stock Is Skyrocketing Today | The Motley Fool

Shares of Intel (INTC 13.35%) are flying higher on Thursday. The company's stock gained 8.9% as of 11:00 a.m. ET but was up as much as 11.2% earlier in the day. Meanwhile, the S&P 500 was flat and the Nasdaq Composite lost 0.3%. The chipmaker has fallen behind rivals like AMD and Nvidia in the all-important artificial intelligence (AI) market and is considering deals with several other chipmakers that would lead to a major shakeup. Over the weekend, The Wall Street Journal reported that Broadcom is looking into making a bid for Intel's product business, the heart of Intel, which designs and markets its own chips. The deal could involve the company being cut in two, with Taiwan Semiconductor stepping in to take over its other major business, manufacturing and fabrication. For years, Intel was a leader in the chip industry, designing and manufacturing its own chips, but the company has fallen behind in the age of AI. In a bid to remain competitive, it created its foundry business, manufacturing chips for outside designers. The move hasn't worked out; the unit struggles to grow its customer base and bleeds cash. Intel's CEO stepped down a few months ago as a result of that failure. If Intel successfully spins off its foundry arm, it could drive value for both of the resulting businesses. TSMC's expertise could help the fabrication arm find its footing, and a strategic merger with Broadcom on the design side could help revitalize the company. The deals could be lucrative for Intel shareholders.

Why Intel Stock Is Skyrocketing Today | The Motley Fool

Shares of Intel (INTC 8.25%) were up by 8.4% as of 1:45 p.m. ET Thursday after having gained as much as 10.5% earlier in the session. At the time, the S&P 500 was up by 0.5% and the Nasdaq Composite had gained 0.8%. Reports came out Wednesday that the semiconductor giant, which has fallen behind its peers in the age of AI, is in talks with Taiwan Semiconductor Manufacturing for a deal that would help its struggling manufacturing division. In a research note, Baird analyst Tristan Gerra said that, based on "discussions from the Asia supply chain," it was his understanding that Intel, TSMC, and the U.S. government are discussing plans that would include TSMC sending engineers to Intel's fabrication plants to improve them, creating a greater degree of parity between the two companies' manufacturing capabilities. It is also possible that Intel's foundry division will be spun off into a new joint venture owned by Intel and TSMC. While Intel has long been a leader in the chip industry, it has fallen behind severely in the last few years. The ascendance of rival Nvidia amid the AI boom has left Intel in the dust. The company has been trying to upgrade its chip fabrication capabilities to better compete in the crucial AI market, but its efforts have been largely unsuccessful thus far. TSMC, which manufactures chips in Taiwan for Nvidia and other Intel competitors, is the gold standard in chip manufacturing. A deal with TSMC that enables Intel's foundries to produce chips on par with those of its rivals could be a game changer for the struggling company.

Why Intel Stock Is Soaring Today | The Motley Fool

Shares of Intel (INTC 6.60%) are flying higher on Tuesday. The company's stock gained 6.6% as of 3 p.m. ET but was up as much as 10.7% earlier in the day. The gain comes as the S&P 500 slipped 0.1% and the Nasdaq Composite was down 0.2% on the day. Intel announced yesterday that the head of its data center and artificial intelligence (AI) operations, Justin Hotard, was leaving the company for Nokia. This comes on the heels of the embattled chipmaker losing its CEO in December. Intel has struggled to keep up with rivals in the uber-lucrative data center and AI space and its stock reflects this poor performance, down roughly 50% over the last year. Even though this news brings some uncertainty, the departure of the person in charge of this crucial yet failing division was welcomed by investors looking for a turnaround. Intel stock was also aided by comments made by Vice President JD Vance in today's keynote speech at the Paris AI summit. The vice president promised that the U.S. would safeguard American AI technologies and urged regulators in Europe to reduce regulations targeting AI. Intel is an American company with manufacturing capability in the U.S. Rival chipmakers like Nvidia fabricate their chips primarily in Taiwan. It's possible that Intel could be a direct beneficiary of any initiatives from the Trump administration aimed at promoting domestic AI. The vice president's address appeared to give Intel investors hope that would be the case.

Intel Stock Drops at the End of a Rip-Roaring Week

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics. He received his M.A. in journalism from The New School and his B.A. in history and political science from McGill University. Intel (INTC) early Friday was on track to notch its best weeklong stretch in nearly 40 years before the rally sputtered. Shares were down 4% in recent trading. That, though, still recently had the stock up 22% since the start of the week -- a solid return, though less than the near 30% weekly gain seen earlier Friday, which would have marked the stock's best five-day stretch since 1987. Intel was one of the worst-performing stocks in the S&P 500 last year, when shares lost 60% of their value and the storied American chipmaker was dropped from the blue-chip Dow. The company has struggled to keep up with competitors in the race to develop AI chips and has invested billions in an uncertain turnaround plan. Shares got a boost early this week when Vice President JD Vance, speaking at an AI conference in Paris, said the Trump administration would take steps to ensure AI chips are designed and manufactured in the U.S. Intel's foundry business, which manufactures chips for third parties, could benefit from Trump forcing tech companies to fabricate their tech domestically. Intel Foundry was a big bet of former CEO Pat Gelsinger that lost more than $13 billion last year. The stock got another boost this week from speculation that Intel may partner with Taiwan Semiconductor Manufacturing Co. (TSM), the world's largest chip manufacturer and major Intel Foundry competitor, to fabricate chips in the U.S. and benefit from protectionist policies implemented by Trump and former president Joe Biden. Citi analysts on Thursday said they weren't optimistic about the benefits of such an arrangement; in their view, Intel would struggle to adapt to TSMC's processes and working arrangements. "We still believe Intel should exit foundry," they concluded.

Intel Stock Rides AI Momentum After VP Vance Urges Deregulation In Paris Speech - Intel (NASDAQ:INTC)

Intel Corp INTC stock is up over 15% over the past five days on the heels of Vice President JD Vance's artificial intelligence deregulation speech at the AI Action Summit in Paris. But can this AI-powered boost keep Intel's rally alive, or will the company's fundamentals remain a mixed bag? Intel Stock Chart Bullish, But Analysts Stay Bearish Chart created using Benzinga Pro Intel stock is breaking out technically, with its stock price ($22.53) soaring above key moving averages, including the eight-day simple moving average (SMA), 20-day and 50-day SMAs. The RSI at 66.51 suggests buying pressure is strong, and the MACD indicator, a positive 0.19, flashes a 'bullish' signal. Yet, despite this bullish technical setup, analysts aren't convinced. The latest calls from JPMorgan, Stifel and Truist Securities peg Intel stock's fair value at just $21.67 on average, implying a 4% downside from here. Read Also: Taiwan Semiconductor Could Be The Lifeline Intel Needs As Rumors Swirl Of A US-Backed Joint Venture Geopolitical Tailwinds: How Much Can They Help? Vance's remarks at the AI summit gave Intel a clear geopolitical tailwind. The former venture capitalist pledged to block foreign adversaries from stealing AI tech, seemingly giving Intel -- a national security asset -- a boost in the eyes of traders. But Intel's long-term battle isn't with policy -- it's with Nvidia Corp NVDA and Broadcom Inc AVGO. Both companies continue to outpace it in the AI arms race. Can Intel Sustain The Momentum? With Intel still struggling to regain market share after a brutal 60% sell-off last year, investors need more than just a political soundbite to stay bullish. The company is burning through cash with its ambitious U.S. chip manufacturing plans, and the interim leadership team has yet to prove it can execute a turnaround. For now, the technicals favor the bulls, but the broader narrative still favors the skeptics. Intel's stock may have caught a Vance-induced gust of wind, but without a clear AI breakthrough, it could be running on borrowed time. Read Next: Super Micro Rides AI Server Boom, Analysts See Big 2026 Growth Despite Near-Term Challenges Image: Shutterstock INTCIntel Corp$22.731.11%WatchlistOverviewAVGOBroadcom Inc$235.92-0.18%NVDANVIDIA Corp$131.820.52%Market News and Data brought to you by Benzinga APIs

Intel Shares Are Up Today: What's Going On? - Intel (NASDAQ:INTC)

Get real-time earnings alerts before the market moves and access expert analysis that uncovers hidden opportunities in the post-earnings chaos. Intel Corporation INTC shares are trading higher on Tuesday, driven by comments from U.S. Vice President JD Vance about protecting American artificial intelligence and semiconductor technologies. What To Know: According to CNBC, the stock reacted to Vance's remarks at the Paris AI summit, where he pledged to block foreign adversaries from stealing and misusing AI for military and intelligence purposes. Vance stated that authoritarian regimes have exploited AI for surveillance, propaganda, and military advancements and that the U.S. would take aggressive action to prevent such activities. While he did not directly mention China's DeepSeek AI, he emphasized the need for international cooperation to limit adversarial access to AI technology. Intel has struggled to regain its position in the semiconductor industry after losing significant market share to competitors like Nvidia and Broadcom. The stock fell 60% last year as the company lagged in AI chip development. In its most recent earnings report, Intel posted a third consecutive quarter of declining revenue and issued a weak forecast. The company is also undergoing leadership changes following the departure of CEO Pat Gelsinger. Despite its challenges, Intel has secured billions in government subsidies to build semiconductor manufacturing facilities in the U.S. as part of an effort to strengthen domestic production. The company is currently led by interim co-CEOs David Zinsner and Michelle Johnston Holthaus. INTC Price Action: Intel corporation shares were up 6.42% at $21.04 at the time of writing, according to Benzinga pro. Read Next: Trump Says We Will 'Take Gaza' And 'Cherish It' In White House Meeting With Jordan's King Abdullah Image Via Shutterstock. INTCIntel Corp $21.006.20% Watchlist Overview Market News and Data brought to you by Benzinga APIs

INTC stock price: Intel shares jump 8% after JD Vance vows to safeguard American chips from 'theft and misuse' at Paris AI summit

Shares of Intel Corporation (NASDAQ: INTC) rose 8% on Tuesday after Vice President JD Vance said that the U.S. will safeguard American artificial intelligence and chip technologies from "theft and misuse" by its "adversaries," making a veiled reference to China. (The stock closed up by just over 6%.) "We will . . . work with our allies and partners to strengthen and extend these protections and close pathways to adversaries attaining AI capabilities that threaten all of our people," Vance said in address at France's AI Action Summit in Paris. "Some authoritarian regimes have stolen and used AI to strengthen their military intelligence and surveillance capabilities, capture foreign data, and create propaganda to undermine other nations' national security." China's chipmaking and AI technologies have been front and center at the Paris talks, with a focus on China's DeepSeek, a reasoning AI model believed to now rival U.S.-based OpenAI's GPT-o1 technology, but at a much lower cost. Intel is currently trying to turn around its business after the chip-manufacturing giant's shares lost 59.60% last year. The stock is down 4.2% year to date. The question on the street remains whether Intel can get back its chipmaking edge. Help from the Trump administration could do just that.

Intel Stock Marks Second Largest Gain In 2025 After VP Vance Asserts Powerfull AI Chips Will Be Made In America

This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy. Chip manufacturer Intel Corporation's shares jumped by 7% after Vice President JD Vance asserted that his administration would ensure that AI chips are designed and manufactured in America. Most of the world's AI processors are made in Taiwan by the Taiwan Semiconductor Manufacturing Company (TSMC). GPU designer NVIDIA Corporation's chips account for the majority of the world's AI processor shipments. Vance's remarks saw investors flock to Intel as it is the only American chip manufacturer capable of making high-end chips suitable for AI workloads. Intel's stock has bled more than half of its value over the past year as the firm struggles with a turnaround of its chip manufacturing division and high costs. Vance made his remarks as part of his keynote speech at the Paris AI Summit, which was his first foreign trip since taking office. During his speech, the Vice President asserted that AI will not replace jobs and will instead help create jobs in America. He believes AI will facilitate and make people more productive and make the US productive, prosperous and free. He also outlined that the US is the leader in AI, adding that "our administration plans to keep it that way." Vance believes that the "US possesses all components across the full AI stack, including advanced semiconductor design, frontier algorithms, and of course, transformation applications." The VP added that the full AI stack - namely chips, algorithms and applications - requires computing power. Developing this power is central to "safeguard America's advantage" in AI. As a result, Vance shared that the "Trump administration will ensure that the most powerful AI systems are built in the US" and use "American designed and manufactured chips." Since Intel is the only American company capable of manufacturing chips with advanced technologies that are indispensable to the most advanced AI processors, its shares jumped by more than 7% after Vance's remarks. Intel has already received billions of dollars in subsidies through the Biden Administration's bipartisan CHIPS and Science Act - funds which have come right at a time when the firm struggles with its contract chip manufacturing business. However, since Intel's contract manufacturing business is yet to start volume production, any American chip orders that it can cater to are pushed to the future. Most of the world's AI chips are manufactured by Taiwan's Taiwan Semiconductor Manufacturing Corporation (TSMC) and are designed by NVIDIA. TSMC will start production with its leading-edge 2-nanometer semiconductor manufacturing technology in 2025, and Intel's equivalent technology, the 18A node, is also expected to enter production this year. Successful execution of 18A production and smooth ramp up at its foundry business is key to Intel's hypothesis. After former CEO Patrick Gelsinger's surprising departure last year, the firm's management has held its cards close to the chest when it comes to commenting on whether it will spin off the manufacturing business and streamline its balance sheet. The shares are up by 5% year-to-date, with today's gain being the largest after a 9% jump in January.

Intel Stock Jumps as VP Vance Says AI Chips Will Be Made in US

"To safeguard America's advantage, the Trump administration will ensure that the most powerful AI systems are built in the U.S. with American-designed and -manufactured chips," Vance said Tuesday at the AI Action Summit in Paris. Policies favoring U.S. chip manufacturers could benefit Intel's struggling foundry business, which manufactures chips in the U.S. for third parties. The foundry lost $13.4 billion in 2024 and has been the subject of sale speculation in recent months. Shares of Intel jumped nearly 7% to about $21 Tuesday following Vance's speech, but even with Tuesday's gains, the stock has lost more than half its value over the past 12 months.

Intel shares rise after VP Vance promises to safeguard American AI and chips

Sam Altman says Musk aims to 'slow down a competitor' with his $97.4 billion bid for OpenAI The U.S. and Britain both refused to sign an international declaration on AI at the summit. The agreement commits each signing country to "ensuring AI is open, inclusive, transparent, ethical, safe, secure and trustworthy, taking into account international frameworks for all." The U.S. declined to give a clear reason for not participating. Intel, which used to be the world's leading semiconductor company before losing market share in recent years to a number of competitors, is in desperate need of a boost. The stock lost 60% of its value last year, while rivals Nvidia and Broadcom rallied on soaring demand for their AI processors. Last month, Intel reported a third straight quarter of declining revenue and issued a disappointing forecast. It was the chipmaker's first earnings report since announcing the departure of Pat Gelsinger as CEO. Gelsinger had a difficult four-year tenure, not only giving up market share but also committing to manufacture costly plants. Intel has won billions of dollars in government subsidies to build factories in an effort to bring semiconductor manufacturing to the U.S. Intel appointed two interim co-CEOs, finance chief David Zinsner and Intel Products CEO Michelle Johnston Holthaus, to succeed Gelsinger.