Intel Stock Has Surged More Than 250% This Year. Nancy Pelosi Might Be Too Late.

Intel’s stock surge and Nancy Pelosi’s options filing are framed as overlapping signals, but the article argues the market is driven more by company execution than by politics. It points to Pelosi’s disclosure of 200 Intel call options with a $50 strike price expiring March 19, 2027, valued between $1.5 million and $6 million. Intel’s performance has already been strong: Barchart says shares are up 253% year-to-date and 485% over the past 12 months. The article attributes momentum to factors including AI demand, backing cited by the piece involving SoftBank, and support from Nvidia, plus an upgrade from BofA with a $135 target. It notes Intel trades around 6 times forward sales, while its forward P/E is described as over 95. In the first quarter of 2026, revenue reached $13.58 billion (+7% YoY), with $5.1 billion from data center and AI and adjusted EPS of 29 cents. Still, Intel reported a net loss of $3.7 billion.