Vanguard Information Technology ETF Rises on Strong AI Leaders

Vanguard Information Technology ETF ( $VGT ) has risen by 2.98% in the past week. It has experienced a 5-day net inflow of $430.28 million.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation dominated headlines as its market value once again topped $5 trillion, cementing its status as the world’s most valuable listed company after a fresh 5% share-price rally. The chipmaker sits at the center of the AI data‑center boom, with Wall Street still calling the stock a Strong Buy and seeing roughly 31% further upside despite a 1,200% five‑year surge and rising customer efforts to develop in‑house chips.
• Apple Inc continues to ride strong analyst support, with multiple firms reaffirming Buy ratings and price targets around $300–$325, implying high‑single to mid‑teens upside from recent levels. Expectations are building for earnings next week, where analysts look for double‑digit revenue growth driven by the iPhone 17 cycle and the new MacBook Neo, plus a coming AI‑enhanced Siri that could help Apple gain share in both smartphones and PCs.
• Microsoft drew fresh interest from big‑name investors, with Michael Burry taking a new long position after a 12% pullback this year, even as he hedges the broader AI‑chip trade with bearish bets on Nvidia and semiconductor ETFs. Wall Street remains strongly bullish, pointing to Microsoft’s ability to monetize OpenAI and Anthropic through Azure and Copilot; consensus price targets in the $570–$580 range imply more than 30% upside as the company heads into an earnings report expected to show robust cloud and AI‑driven growth.