Intel is up 4.36%, but the volume shrinks like it’s leaking air. Nvidia’s earnings exploded—its market value surged by $442 billion overnight. The semiconductor sector as a whole jumped in tandem, and INTC looks like it may have caught a ride on the tailwind. But some traders point out that open long positions in INTC are falling; the price is being pushed higher without sufficient follow-through. Meanwhile, according to Politico, the Trump administration is considering expanding semiconductor tariffs to include game consoles and servers, which could put Intel’s overseas production capacity plans at risk. So the question is: is this rally just AI-driven beta, or does Intel actually have its own turnaround story? Is $95 a hard ceiling—or just the starting point?