Vanguard S&P 500 ETF Sees Strong Inflows Amid AI Rally

Vanguard S&P 500 ETF ( $VOO ) has risen by 0.75% in the past week. It has experienced a 5-day net inflow of $6.3 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation has surged back to the top of global markets, reclaiming its crown as the world’s most valuable listed company with a market cap above $5 trillion after a sharp share-price rally driven by unrelenting demand for its AI data‑center chips. Despite a near 1,200% gain over five years, Wall Street still sees about 31% further upside, though some investors, including Michael Burry, are hedging with long‑dated puts as customers like NIO develop their own chips, testing how long the AI boom can justify Nvidia’s premium valuation.
• Apple Inc continues to draw bullish analyst attention, with multiple firms reaffirming Buy ratings and price targets around $300–$325, implying roughly 10%–15% upside as investors look ahead to earnings. Expectations center on a strong iPhone 17 cycle, the MacBook Neo launch and an AI‑enhanced Siri, with analysts also watching how well Apple manages rising memory costs while it aims to keep gaining share in both smartphones and PCs amid tightening U.S.–China tech investment tensions.
• Microsoft remains a favored AI and software play even after a pullback, with Michael Burry buying the stock on weakness while hedging richer AI chip names via puts on Nvidia and semiconductor ETFs, framing it as a “buy the dip, sell the rip” strategy. Analysts broadly rate Microsoft a Strong Buy with 30%–50% implied upside, citing accelerating Copilot adoption, Azure’s ability to monetize OpenAI and Anthropic, and its central role in AI‑driven cloud growth, even as the company tightens capital spending in areas like carbon removal and continues to streamline operations and headcount across Big Tech.