Vanguard Total Stock Market ETF Sees Strong Inflows, AI-Led Gains

Vanguard Total Stock Market ETF ( $VTI ) has risen by 0.53% in the past week. It has experienced a 5-day net inflow of $1.23 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 equity markets, reclaiming the title of the world’s most valuable listed company with a market cap above $5 trillion after a sharp rally driven by unrelenting AI chip demand and a five‑year gain of roughly 1,200%. Analysts still see about 31% upside with a Strong Buy rating, though some investors, including Michael Burry, are buying long‑dated puts as customers like NIO develop in‑house chips, highlighting growing debate over how long Nvidia’s AI boom and pricing power can last.
• Apple Inc heads into earnings with sentiment firmly positive as multiple analysts reaffirm Buy ratings and lift targets into the $300–$325 range, pointing to a robust iPhone 17 cycle, the new MacBook Neo and expectations for double‑digit revenue growth in the March and June quarters. Wall Street now pegs Apple as a Moderate Buy with around 10% upside, while investors watch closely whether an upgraded AI‑powered Siri, tight cost control and deep Chinese supply‑chain ties can keep margins strong amid rising component inflation and escalating U.S.–China tech tensions.
• Microsoft remains a market favorite even after a 2026 pullback, with Michael Burry taking a new long position and Wall Street assigning a Strong Buy rating and 30–50% implied upside on the back of accelerating Copilot and Azure AI monetization. Analysts expect solid double‑digit revenue and earnings growth and see Microsoft as one of the biggest winners from the AI build‑out—even as the company cuts jobs, reins in non‑core spending like carbon removal, and leans on its Xbox ecosystem to drive user growth and sharpen pricing in a tougher tech labor and cost environment.