Vanguard Information Technology ETF Sees Inflows Despite Pullback

Vanguard Information Technology ETF ( $VGT ) has fallen by 4.85% in the past week. It has experienced a 5-day net inflow of $54.37 million.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation drew fresh enthusiasm as Wolfe Research’s Chris Caso reaffirmed a Buy rating and a $275 target, implying about 60% upside, on the back of its new Rubin Ultra Pods for next‑generation “agentic AI” data centers. Each pod could contain roughly $150 million of Nvidia hardware, and stronger Groq 3 LPX racks may lift revenue per system by about 25%, a monetization layer many analysts still haven’t fully priced in.
• Apple Inc accelerated its AI strategy, hiring former Alphabet executive Lilian Rincon as vice‑president of AI product marketing and preparing a Gemini‑powered reboot of Siri expected at June’s developer conference. Analysts argue that deeper AI features across iPhone and Mac could spark a hardware upgrade cycle, and AAPL carries a Moderate Buy rating with average targets near $304–305, implying a little over 20% upside despite looming competition from cheaper Intel‑based laptops.
• Microsoft is suffering its steepest slump since 2009, with shares down roughly 24–26% year‑to‑date and more than 30% below their 2025 peak as investors fret over soaring AI data‑center spending, Azure competition and questions around Copilot adoption. Yet Wall Street and top retail investors mostly see the pullback as a buying opportunity: MSFT retains a Strong Buy consensus, an average target around $583 that signals roughly 60% upside, and management is tightening costs with targeted hiring freezes while continuing to invest heavily in cloud, AI and the Xbox ecosystem.