Vanguard Total Stock Market ETF Gains Amid AI Leaders

Vanguard Total Stock Market ETF ( $VTI ) has risen by 2.51% in the past week. It has experienced a 5-day net inflow of $1.12 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 rating and a $250 target, arguing the stock is undervalued ahead of Q1 FY27 results that are expected to deliver a beat‑and‑raise on surging demand for Blackwell GPUs and Grace‑Blackwell platforms. Analysts see Agentic AI as the next leg of growth, with enterprise adoption, non‑U.S. customers, and large cloud players like Microsoft and Amazon potentially driving a re‑rating, while Nvidia also deepens its ecosystem via multibillion‑dollar infrastructure and equity deals with partners such as Iren.
• Apple Inc drew a flurry of bullish commentary as Wedbush’s Daniel Ives lifted his price target to $400, framing Apple as a “sleeping tech giant” on the verge of an AI‑driven services boom that could add about $15 billion in annual revenue and support a China‑focused AI partnership with Alibaba and an AI‑centric iPhone redesign in 2027. At the same time, reports and subsequent confirmation of a preliminary chip‑manufacturing deal with Intel gave investors comfort that Apple is diversifying away from TSMC to address iPhone and Mac chip shortages, even as the stock still carries a more measured Moderate Buy consensus with single‑digit percentage upside.
• Microsoft faced mixed sentiment as investors digested news that parts of Windows 11 still rely on 1990s Win32 “bedrock” code and hedge fund TCI slashed most of its $8 billion stake over concerns AI could erode the long‑term dominance of Office and Azure, contributing to modest share‑price pressure. Yet Wall Street remains firmly positive, with a Strong Buy consensus and roughly 34% implied upside driven by robust cloud and AI revenue growth, while ownership data showing more than half the stock in public and retail hands suggests that swings in institutional positioning can amplify volatility but also create entry points for long‑term AI‑focused investors.