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

▶︎
Meta Throws In The Towel On AI — What Comes Next?

▶︎
Dot-com bubble 2.0, is history repeating itself?

▶︎
Market Bull Now Warns Correction Risk Is "High" | Darius Dale

▶︎
Did You Miss Micron? Here’s What to Do Now

▶︎
The New Phase of the Bull Market — And How to Buy In

▶︎
PLTR "Full Circle" Move as Volatility Hits, Analyst Upgrades Stock

▶︎
Goldman Sachs' Hatzius on June jobs report's implications for Fed decision

▶︎
S&P 5,600 Warning: How to Prepare For a 25% Pullback

▶︎
'WE REALLY BELIEVE IT': Expert DOUBLES DOWN on market bullishness

▶︎
Dan Ives Expects Mag 7 to ‘Significantly’ Outperform in Second Half

▶︎
Palantir CEO Alex Karp says 'something has gone completely wrong' with how AI is sold

▶︎
The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66

▶︎
CNBC Panel EXPLODES Over AI Bubble Debate

▶︎
Nvidia Isn’t Enough — Here’s How To Build A Diversified AI Portfolio

▶︎
The second half setup for stocks

▶︎
Every Name Michael Burry Is Short Has Call Skew. That Actually Helps His Trade

▶︎
The Mag 7 Is Outdated — Here’s Where To Invest Instead

▶︎
The AI Trade Is Still “Pregame” — Stocks to Buy While It’s Early

▶︎
Tech's $100 Billion AI Problem Just Got Worse, Dan Ives Says

▶︎
