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[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 views34 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 Block CFO on AI doomsday debate: We need to balance innovation and safeguards Anthropic CEO urges AI companies to slow model development amid fears over misuse Anthropic CEO Says It’s Time to Slow Pace of Improving AI Models
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