Intel Stock Rides AI Momentum After VP Vance Urges Deregulation In Paris Speech

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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.

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