Vanguard S&P 500 ETF Sees Strong Fund Flows Amid Tech Sector Gains

Vanguard S&P 500 ETF ( $VOO ) has risen by 0.87% in the past week. It has experienced a 5-day net inflow of $5.61 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation has been making waves with its recent collaboration with Uber to enhance autonomous vehicle technology. This partnership allows Nvidia to utilize Uber’s extensive driving data to improve AI model training, particularly in challenging driving scenarios. Additionally, Nvidia is investing in robotics technology, supporting startups like Lila Sciences to advance AI-controlled robotic tools. On Wall Street, Nvidia’s stock has received a Strong Buy consensus, with analysts predicting a 23.5% upside potential. The decision by Donald Trump to hold off on federal intervention in San Francisco has also positively influenced investor sentiment towards Nvidia, boosting confidence in the tech sector.
• Microsoft is positioning itself as a leader in the AI and cloud sectors, with significant investments in AI infrastructure and a projected $30 billion in capital expenditure for FY1Q26. The company’s AI initiatives, particularly the Copilot adoption, could add approximately $25 billion in revenue by FY26. Microsoft is also setting ambitious profit targets for its Xbox division, aiming for a 30% profit margin. Despite internal conflicts, Microsoft remains committed to expanding its gaming reach and nurturing creative teams. Analysts maintain a Strong Buy consensus on Microsoft stock, predicting further growth driven by its AI endeavors and strategic business decisions.
• Apple Inc has started shipping advanced AI servers from its new factory in Houston, Texas, as part of its $600 billion U.S. investment plan. This move aims to boost domestic manufacturing and technology development, although Apple still relies heavily on overseas facilities for iPhone production. The company faces legal challenges in the UK, where it has been accused of exploiting its dominant position by charging app developers an unfair commission through its App Store. Despite these hurdles, analysts maintain a Moderate Buy consensus on Apple stock, with shares trading near fair value.