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

> Source: <https://ca.finance.yahoo.com/video/p-8-500-melt-why-100000793.html>
> Published: 2026-07-29 10:00:00+00:00

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.