Intel on Best Streak in Decades: Should You Buy Its ETFs?

Core Insights - Intel (INTC) has experienced a significant surge in stock price, marking its longest winning streak since the 1980s, with an increase of over $200 billion in value in the past two weeks [1] Political Developments - U.S. Vice President J.D. Vance has emphasized the administration's commitment to enhancing domestic semiconductor production, particularly for AI chips, which has boosted investor confidence in Intel's future prospects [3] Strategic Moves - Intel is reportedly in discussions to sell a majority stake in its Altera programmable chip unit to Silver Lake Management, aligning with its strategy to streamline operations and focus on core competencies [5] - There are rumors of potential partnerships, with Taiwan Semiconductor Manufacturing Company (TSMC) considering a stake in Intel's manufacturing facilities and Broadcom showing interest in Intel's chip design and marketing divisions [4] Market Opportunities - Investors can consider ETFs with significant allocations to Intel, such as First Trust Nasdaq Semiconductor ETF (FTXL), REX FANG & Innovation Equity Premium Income ETF (FEPI), Xtrackers Semiconductor Select Equity ETF (CHPS), ProShares Nanotechnology ETF (TINY), and VanEck Vectors Semiconductor ETF (SMH) [2][7][9][11][12][13] ETF Details - First Trust Nasdaq Semiconductor ETF (FTXL) has $304.3 million in assets under management (AUM) and holds Intel at a 10% share [8] - REX FANG & Innovation Equity Premium Income ETF (FEPI) has Intel as the top holding at 6.8% [10] - Xtrackers Semiconductor Select Equity ETF (CHPS) lists Intel as the top firm with a 5.4% share [11] - ProShares Nanotechnology ETF (TINY) includes Intel at a 5.2% share [12] - VanEck Vectors Semiconductor ETF (SMH) has Intel at a 4.5% share [13]