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

Vanguard S&P 500 ETF ( $VOO ) has risen by 0.98% in the past week. It has experienced a 5-day net inflow of $4.02 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation extended its lead in the AI boom, posting Q1 fiscal 2027 revenue of $81.6 billion, with data center sales up 92% to $75.2 billion, and pairing those results with an $80 billion open‑ended buyback and a 25‑fold dividend hike to $0.25 per share. Despite a brief 3% pullback on China and custom‑chip worries, Wall Street maintains a Strong Buy view, with average targets near $300–$300+ and some top calls up to $500, implying 25%–130% upside.
• Apple Inc gained fresh momentum as March‑quarter revenue beat expectations by about 17% and guidance for June sales growth of 14%–17% topped Wall Street’s 9.5% forecast, even as U.S. spending data point to more normal growth ahead. The company is leaning on Apple Intelligence‑driven features such as smarter VoiceOver, natural‑language Voice Control, AI subtitles and Vision Pro eye‑tracking wheelchair controls, while a major hardware reorg and an upcoming CEO transition to John Ternus sharpen its AI roadmap; the stock carries a Moderate‑to‑Strong Buy profile with roughly mid‑single‑digit upside.
• Microsoft is pivoting hard toward AI as traditional SaaS growth cools, with CEO Satya Nadella stepping back from commercial duties to personally drive new AI products and in‑house chips rich in SRAM that could power Anthropic servers. At the same time, it is trying to reignite its Xbox business by hiring gaming strategist Matthew Ball to revive key franchises ahead of fresh console competition, and despite a roughly 7% share price dip over the past year, analysts keep a Strong Buy rating with an average target around $560, implying more than 30% upside.