Skip Stock Picking: How Investors Should Play AI Now

Frances Newton Stacy, CIO, Tuttle Wealth Partners reveals the AI bottleneck behind memory and DRAM shortages, and why she says investors should skip stock picking for ETFs. 00:00:00 Intro 00:01:17 Market Volatility and Stock Impact 00:02:46 Stocks vs. Bonds: Where to Invest Now 00:04:23 How to Navigate the AI Bottleneck Trade 00:06:08 Finding Value in Asset-Heavy Companies 00:07:29 Risk Management for the Second Half 00:09:31 Rapid Fire: This or That Recorded: July 1, 2026 Subscribe | http://t.st/TheStreetTV Earn. Live. Invest. | https://www.thestreet.com/ TheStreet Pro | https://pro.thestreet.com/ #Investing #Stocks #WallStreet Camera: Julian Pinto & Shawn Elias Producers: Caroline Woods & Rebecca Mezistrano