Intel INTC has risen 37.4% over the past month, comfortably beating the broader market’s rally with the S&P 500 index inching up 0.4%. This momentum might attract investors toward Intel-heavy exchange-traded funds (ETFs), with Intel’s accelerating data center and artificial intelligence (AI) business likely to continue to be a major growth catalyst for this stock in the days ahead.
But before we identify those ETFs, let us try to analyze what might help Intel in continuing its momentum and, thereby, the ETFs holding shares of this tech giant.
What Will Continue to Boost INTC’s Rally?
Accelerating demand for AI agents and workloads has reinforced the critical role of CPUs in AI infrastructure of late. This has been triggering record growth for Intel’s fast-ramping processors like Xeon 6.
This, in turn, has been directly fueling Intel’s Data Center and AI (DCAI) segment, making it the company's fastest-growing segment. Notably, INTC’s DCAI unit generated revenues worth $6.3 billion in second-quarter 2026, accounting for a major share of Intel's total quarterly sales and reflecting 59% year-over-year growth.
To sustain this momentum over the long run, Intel is pairing its CPU leadership with rapid advances in its foundry business.
To this end, it is imperative to mention that Intel Foundry and ASML are making strong progress in deploying advanced High-NA EUV technology, which is meeting production expectations for speed, accuracy and availability. Intel has already processed more than 1 million wafers using this technology, including key layers for its upcoming 18A-based Panther Lake processors.
Meanwhile, to support massive data-center AI processors, Intel Foundry and ASML are building on years of collaboration to bring the lithography ecosystem together around larger-format masks, helping drive the standards, infrastructure and technology advances needed to support future High Numerical Aperture (NA) Extreme Ultraviolet (EUV) scaling.
All these developments, backed by the unprecedented demand for AI compute, should continue to boost INTC’s performance in the days ahead.
The Zacks Consensus Estimate for Intel’s 2026 revenues of $62.25 billion suggests year-over-year growth of 18%.
Intel-heavy ETFs to Bet On
Considering the aforementioned discussion, investors may add the following Intel-heavy ETFs to their portfolios:
First Trust Nasdaq Semiconductor ETF FTXL provides concentrated exposure to U.S. chip companies. Intel currently holds 9.52% of this fund’s assets and occupies the first position.
FTXL has assets under management worth $1.36 billion, along with an expense ratio of 0.60%. The fund trades an average volume of 252,000 shares. The fund has surged 96.6% year to date. It sports a Zacks ETF Rank #1 (Strong Buy) at present.
Invesco Semiconductors ETF PSI includes companies involved in supplying semiconductor products and services. Intel holds 6.34% of the fund’s assets, enjoying the top position.
PSI has a market value of $2.85 billion, along with an expense ratio of 0.55%. The fund trades an average volume of 392,000 shares. The fund has soared 90.9% year to date. It currently has a Zacks ETF Rank #2 (Buy).
iShares Semiconductor ETF SOXX provides exposure to companies such as chipmakers and semiconductor equipment manufacturers. Intel holds 9.74% of this fund’s assets, occupying the first position.
SOXX holds net assets worth $48.90 billion and an expense ratio of 0.33%. The fund trades at an average daily volume of 8.86 million shares. The fund has surged 90.2% year to date. SOXX presently sports a Zacks ETF Rank #1.
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Intel Corporation (INTC): Free Stock Analysis Report
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This article originally published on Zacks Investment Research (zacks.com).