Vanguard Total Stock Market ETF Sees Strong Inflows, Tech Gains

Vanguard Total Stock Market ETF ( $VTI ) has risen by 1.94% in the past week. It has experienced a 5-day net inflow of $1.1 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation stayed in the spotlight as it prepares to revive its RTX 3060 12 GB card in June 2026, targeting budget gamers squeezed by AI‑driven component shortages. Using older GDDR6, the card should avoid some supply bottlenecks, complementing Nvidia’s dominant AI position and helping stabilize its gaming segment.

  Analysts remain strongly bullish, citing a robust AI backlog, the coming Vera Rubin platform with major performance gains, and attractive valuation metrics versus earnings growth. Shares are up sharply over 12 months, and Street targets around $273–$300 per share imply roughly mid‑30% upside, keeping Nvidia a core way to play both GPU‑driven AI and PC demand.

• Apple Inc drew renewed interest after BNP Paribas upgraded the stock to Buy, arguing that soaring DRAM and NAND prices actually strengthen Apple’s edge over smaller smartphone rivals. Thanks to its scale and pricing power, Apple can secure memory, accept some margin pressure, and still grow market share, especially in key regions like China.

  Fresh data showed iPhone shipments jumping 20% in China and 5% globally despite declines in overall smartphone volumes, helped by discounts and subsidies. Political focus on expanded U.S. manufacturing may bolster Apple’s domestic image, while Wall Street’s Moderate Buy view and average targets near $305–$325 suggest low‑to‑mid‑teens upside as investors look to iPhone, Services growth, AI‑enhanced Siri, and possible buybacks as catalysts.

• Microsoft spent the week reinforcing its AI narrative, opening the Fairweather data center in Wisconsin ahead of schedule and linking it with a similar Atlanta campus to form a high‑speed U.S. AI network. The site is designed to host hundreds of thousands of GB200 chips and reach 3.3 gigawatts of capacity, supporting surging demand for Azure and Copilot workloads.

  At the same time, Microsoft is pushing deeper into media with plans to showcase Copilot “agentic AI” at NAB 2026 and continues to lean on Xbox Game Pass as a game‑discovery engine. Despite a double‑digit year‑to‑date pullback tied to heavy capex, the stock has rallied strongly in recent days, and analysts maintain a Strong Buy with average targets around $571, implying roughly mid‑30% upside as investors frame the sell‑off as an AI‑driven buying opportunity.