Tuttle Wealth

07/12/2026

The AI buildout is putting pressure on far more than just GPUs.
High Bandwidth Memory requires significantly more manufacturing capacity than standard memory, contributing to shortages, rising costs, and new approaches to server design. These pressures are creating what the industry is beginning to recognize as a structural “Memory Tax.”
Learn why memory architecture could help determine where pricing power resides in the AI supply chain: https://tuttlewealth.com/news-vs-noise-ai-enters-its-monetization-era/

AI is entering its monetization era as Meta turns infrastructure into cloud revenue while memory and power bottlenecks reshape the hardware stack.

07/09/2026

What happens when AI infrastructure stops being viewed only as an expense and becomes the product itself?
Meta Compute could enable Meta to rent computing capacity and host its proprietary AI models, potentially transforming its massive infrastructure investment into a new cloud revenue engine.
Explore what this shift could mean for the competitive AI landscape: https://tuttlewealth.com/news-vs-noise-ai-enters-its-monetization-era/

AI is entering its monetization era as Meta turns infrastructure into cloud revenue while memory and power bottlenecks reshape the hardware stack.

07/07/2026

The AI story is beginning to shift from how much companies are spending to how they plan to generate revenue from those investments.
As hyperscalers explore ways to turn their infrastructure into cloud products, the next phase of AI may be defined by monetization, pricing power, and the companies controlling the most important physical bottlenecks.
Read this week’s News vs. Noise: https://tuttlewealth.com/news-vs-noise-ai-enters-its-monetization-era/

AI is entering its monetization era as Meta turns infrastructure into cloud revenue while memory and power bottlenecks reshape the hardware stack.

07/07/2026

Today at 2:00 PM ET: Retirement Income Reinvented

Matt Tuttle and Frances Newton will discuss why the old retirement income playbook was built for a market environment that no longer exists — and what investors may need to understand now.
Topics include yield versus return, volatility, alternative income approaches, and changes in access to certain strategies.

Free to attend.
Register here: https://tuttlewebinar.com/retirement/?utm_source=tuttle&utm_campaign=july-retirement-webinar&utm_medium=general
Educational purposes only. Not individualized investment advice.

07/06/2026

There is often a gap between the products Wall Street sells and the strategies institutions use for themselves.
That gap is part of the retirement income conversation investors need to understand.

Join Matt Tuttle and Frances Newton for a free 30-minute webinar exploring what has changed, what still matters, and why retirement income may need to be rethought.

Retirement Income Reinvented
Tuesday, July 7 | 2:00 PM ET
Registration is required to attend. Visit the event page to reserve your spot and receive the webinar access details: https://tuttlewealth.com/event/retirement-income-reinvented/

Educational purposes only. Not individualized investment advice.

Join Matt Tuttle and Frances Newton on July 7 for a free retirement income webinar covering yield, return, volatility, and today’s changing market landscape.

07/04/2026

Happy Independence Day from all of us at Tuttle Wealth.
As we celebrate 250 years, we hope you enjoy a safe, meaningful, and relaxing holiday with family and friends.

07/01/2026

Our office will be closed on Friday, July 3rd, in observance of Independence Day.
U.S. markets and account custodians will also be closed. Requests submitted after 3:00 p.m. on Thursday, July 2nd, will be processed when normal business operations resume on Monday, July 6th. For assistance before the holiday, please call 800-871-1219 or visit tuttlewealth.com/contact/.

06/19/2026

Today, we join in commemorating Juneteenth National Independence Day, a day recognizing freedom and reflection.

Our office will be closed on Friday, June 19th, and will reopen on Monday, June 22nd. For assistance, please call 800-871-1219 or visit https://tuttlewealth.com/contact/.