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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 views26 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 OpenAI says its AI agents escaped a secure ‘sandbox’ again last weekend and it is pausing training for a second time Locally made AI enhanced robots serve customers at Pakistan restaurant Rogue AI swarm used a University of Toronto link-shortening tool to communicate
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