Vanguard Information Technology ETF Gains Amid AI Momentum

Vanguard Information Technology ETF ( $VGT ) has risen by 6.57% in the past week. It has experienced a 5-day net outflow of $131.41 million.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation stays at the center of the AI trade, with shares up roughly 74% over 12 months as demand for Blackwell and Rubin data-center chips keeps outstripping supply and some analysts see FY2026 sales topping $200 billion. Wall Street still rates the stock a Strong Buy, but price targets now range widely, reflecting both huge upside potential and bubble worries as big customers like Microsoft and Amazon build their own chips.
• Apple Inc is leaning hard into AI, planning a major Siri overhaul for iOS, iPadOS, and macOS 27 that will let the assistant handle multi-step commands, act more like a chatbot, and integrate more deeply with third‑party apps. Despite tariff headwinds and its complex role in Amazon’s bid for satellite group Globalstar, Apple remains Berkshire Hathaway’s largest holding and carries a Moderate Buy rating, with analysts seeing about 20% upside as record iPhone sales underpin strong earnings.
• Microsoft is turning its Copilot AI suite into a paid growth engine, having hit ambitious sales goals after moving away from free bundling even as the share price sits about 23% lower year to date. The company is simultaneously warning about “AI recommendation poisoning” risks and committing $10 billion to expand AI infrastructure and cybersecurity in Japan, and analysts broadly see it as a core long‑term AI and cloud play, with Strong Buy ratings and estimated upside of more than 50%.