cd /news/artificial-intelligence/s-p-8500-melt-up-why-money-is-leavin… · home › topics › artificial-intelligence › article
[ARTICLE · art-78394] src=ca.finance.yahoo.com ↗ pub= topic=artificial-intelligence verified=true sentiment=· neutral

S&P 8,500 melt-up? Why money is leaving big tech

Money is rotating out of big tech as AI infrastructure spending faces scrutiny, with some analysts making a bold case for an S&P 8,500 melt-up by year-end, according to Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne.

read1 min views4 publishedJul 29, 2026
S&P 8,500 melt-up? Why money is leaving big tech
Image: Ca (auto-discovered)

Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne break down the market's massive rotation out of big tech, the reality of AI infrastructure spending, and the bold case for an S&P 8,500 melt-up by year-end.

source & further reading
ca.finance.yahoo.com — original article China’s Moonshot AI Passes Funding Goal to Hit $35 Billion Value Analysis-AI race redraws Asian air cargo, replacing e-commerce as growth engine US Risks Broadening China Tech Clash With Robot, Inverter Curbs
── more in #artificial-intelligence 4 stories · sorted by recency
── more on @kenny polcari 3 stories trending now
sponsored brought to you by zahid.host 4,200+ EU-deployed projects
reading about agents? ship yours in a single git push.

Run your AI side-project on zahid.host

EU-based hosting, git-push deploys, automatic HTTPS, no cold starts. Free tier with a custom domain — perfect for shipping the agent you just read about.

$git push zahid main
→ Live at https://your-agent.zahid.host ✓
Get free account → Pricing
from €0/mo · no card required
LIVE [news/s-p-8500-melt-up-why…] indexed:0 read:1min 2026-07-29 · —