Vanguard S&P 500 ETF Rises on AI-Driven Strength

Vanguard S&P 500 ETF ( $VOO ) has risen by 2.71% in the past week. It has experienced a 5-day net inflow of $2.74 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation remains at the center of the AI build‑out, with Goldman Sachs reiterating a Buy and a $250 target ahead of Q1 FY27 results, arguing the stock trades below past valuations despite surging demand for Blackwell GPUs and Grace Blackwell platforms. Analysts expect a beat‑and‑raise quarter, with EPS seen jumping 115% and revenue up 78%, while “Agentic AI” and new AI cloud deals with partners like Iren are flagged as the next major growth wave.
• Apple Inc is being recast as a major AI winner, after Wedbush’s Daniel Ives lifted his price target to $400 and called the company a “sleeping tech giant” poised for an AI‑driven growth cycle. Apple is rolling out its Apple Intelligence platform, planning an AI‑centric iPhone redesign for 2027 and deepening ties with Alibaba, while a new chip‑manufacturing deal with Intel aims to ease supply bottlenecks that have capped iPhone and Mac growth.
• Microsoft shares have come under pressure as hedge fund TCI slashed a former $8 billion stake on fears AI could weaken the moat around Office and Azure, adding to jitters over Windows 11’s reliance on legacy Win32 code. Even so, Wall Street still sees Microsoft as a top AI play, with a Strong Buy consensus, around 34% implied upside and strong recent growth in cloud and AI revenues, leaving investors weighing hedge fund caution against analyst optimism on its long‑term AI strategy.