# Fed overhauls, AI rotation, and S&P 8,000 targets

> Source: <https://ca.finance.yahoo.com/video/fed-overhauls-ai-rotation-p-100000346.html>
> Published: 2026-07-22 10:00:00+00:00

Host Kenny Polcari joins Hennion & Walsh CIO Kevin Mahn and Neostellar Capital Principal Willy Lee to break down the Federal Reserve's communication overhaul, the OpenAI IPO delay, and why rotating capital into backdoor AI plays like utilities could be the key to weathering oil shocks and pushing the market toward S&P 8,000.