Vanguard S&P 500 ETF Sees Inflows Amid AI Volatility

Vanguard S&P 500 ETF ( $VOO ) has fallen by 1.84% in the past week. It has experienced a 5-day net inflow of $2.28 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation enters its February 25 fiscal Q4 2026 report as the market’s key barometer for AI spending, with Wall Street expecting EPS of about $1.52 and revenue near $65.6 billion, driven by data‑center demand for H100/H200 GPUs and anticipation around the new Blackwell and Rubin platforms. Analysts broadly rate the stock a Strong Buy, see roughly high‑30s percentage upside, and view its 75%–80% AI‑GPU share and CUDA ecosystem as central to the sector’s next leg, though any hint of weaker cloud capex or China softness could quickly pressure lofty valuations.
• Apple Inc has endured its sharpest sell‑off since 2025, with shares sliding about 5% after reports that AI‑enabled Siri upgrades will be delayed into May or later and may instead be tied to the iPhone 18 and iOS 27 launch, stoking fears it is slipping in the AI race despite record iPhone sales. At the same time, Apple faces fresh regulatory noise over alleged political bias in Apple News, yet the stock still carries a Moderate Buy consensus, an average target near $307–$308, and high‑profile bulls such as Daniel Ives and Mark Newman arguing that a major AI push, a Google Gemini partnership, stronger China demand, and a potential foldable iPhone could make 2026 a “monumental year,” turning the recent pullback into a possible entry point.
• Microsoft is leaning hard into artificial intelligence and cloud infrastructure, with AI chief Mustafa Suleyman saying the company’s tools are approaching “human‑level” performance in many white‑collar tasks and could automate most office work within two years, which, if adopted widely, could lift margins across its software and Azure businesses. To support that growth, Microsoft is exploring nuclear power options such as a potential restart of the Three Mile Island site, is reshaping the Xbox ecosystem into a more flexible, cloud‑centric platform, and remains deeply tied to leading labs like OpenAI and Anthropic, while Wall Street maintains a Strong Buy rating and price targets implying roughly 45%–50% upside as investors bet its AI, cloud, and gaming strategy will fuel long‑term earnings growth.