Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=5P3SmMcyCBp Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Worried about AI capex spenders outside of Google, says DCLAs Sarat Sethi [igkIrWNYanP] Health Updated on August 11, 2026 EDT — Published on August 11, 2026 EDT Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. 5fYGX3S23Be bHYcut9Z6kx 2N5B8FzS7zw 00MW88RAz7b rRSxms9IErr Aaq0VRX5al5
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. 5fYGX3S23Be bHYcut9Z6kx 2N5B8FzS7zw 00MW88RAz7b rRSxms9IErr Aaq0VRX5al5