Smart Money Can’t Get Enough of Intel Stock. Should You Buy a Piece of the INTC Pie Too?

Core Viewpoint - Intel has experienced a significant turnaround in fortunes, attracting substantial investments from SoftBank, the U.S. government, and Nvidia, indicating renewed confidence in the company [1]. Investment Drivers - The U.S. government views Intel as strategically important for manufacturing onshoring and the AI revolution, emphasizing its commitment to American-made advanced technologies [2][3]. - SoftBank's investment in Intel is part of a broader $100 billion commitment to invest in the U.S., which aligns with the Trump administration's push for domestic semiconductor manufacturing [4]. - Nvidia's investment is seen as a strategic alignment, integrating its AI and computing technologies with Intel's CPUs, creating a powerful partnership within the x86 ecosystem [4]. Analyst Sentiment - Analysts have varied opinions on Intel's stock, with UBS raising its target price from $25 to $35 and Barclays from $19 to $25, while Citi downgraded the stock to "Sell" and Benchmark upgraded it to "Buy" with a target price of $43 [5].