{"slug": "s-p-8500-melt-up-why-money-is-leaving-big-tech", "title": "S&P 8,500 melt-up? Why money is leaving big tech", "summary": "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.", "body_md": "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.", "url": "https://wpnews.pro/news/s-p-8500-melt-up-why-money-is-leaving-big-tech", "canonical_source": "https://ca.finance.yahoo.com/video/p-8-500-melt-why-100000793.html", "published_at": "2026-07-29 10:00:00+00:00", "updated_at": "2026-07-29 10:22:13.937891+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-infrastructure"], "entities": ["Kenny Polcari", "Robinhood", "Stephanie Guild", "Payne Capital Management", "Ryan Payne", "S&P 500"], "alternates": {"html": "https://wpnews.pro/news/s-p-8500-melt-up-why-money-is-leaving-big-tech", "markdown": "https://wpnews.pro/news/s-p-8500-melt-up-why-money-is-leaving-big-tech.md", "text": "https://wpnews.pro/news/s-p-8500-melt-up-why-money-is-leaving-big-tech.txt", "jsonld": "https://wpnews.pro/news/s-p-8500-melt-up-why-money-is-leaving-big-tech.jsonld"}}