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

Vanguard Total Stock Market ETF ( $VTI ) has risen by 3.88% in the past week. It has experienced a 5-day net inflow of $1.59 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation remains the market’s prime AI hardware play, with shares up roughly 74% over the past year and analysts still calling it a Strong Buy despite bubble worries. New Blackwell and Rubin chips underpin Street-high targets up to $380, while even cautious views see further gains as data-center demand stays strong and AI chip orders outstrip supply into FY2026.
• Wall Street expects Nvidia’s revenue to jump about 78% year over year to roughly $78 billion, with some forecasts seeing data-center sales topping $200 billion by FY2026. That rapid growth leaves little room for earnings disappointments, and major customers like Amazon and Microsoft building their own chips could pressure pricing longer term, keeping volatility high for investors.
• Apple Inc is leaning hard into AI, preparing a major Siri overhaul in iOS, iPadOS, and macOS 27 that would let users chain complex commands and use a chatbot-style app to summarize web content. These upgrades aim to close the gap with rivals like ChatGPT and Gemini, while deeper integration with third‑party apps and a smarter keyboard should help keep iPhone and Mac users within Apple’s ecosystem.
• Despite tariff headwinds and a reported $3.3 billion duty hit, Apple’s business remains robust, with Q1 revenue at $143.8 billion, up 16% year over year and record iPhone 17 sales. The stock carries a Moderate Buy rating and an average target near $304, implying about 20% upside, while Warren Buffett’s regret over trimming Berkshire’s roughly $62 billion stake underscores long-term investor confidence.
• Microsoft is in the midst of an AI-driven reset, shifting Copilot from mostly free bundling to paid subscriptions and reportedly hitting “big, audacious” sales goals in the latest quarter. Even with the stock down about 23% year to date, analysts maintain a Strong Buy stance and an average price target around $582, implying more than 50% upside as Copilot spreads across Microsoft 365, security, and data products.
• At the same time, Microsoft is warning about “AI recommendation poisoning,” where hidden website instructions can bias chatbot answers, highlighting new risks that could threaten user trust. The company is also committing $10 billion to expand AI data centers and cybersecurity in Japan and train one million workers, signaling a long‑term bet that global cloud and AI demand will support sustained growth in its core businesses.