Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=6ms7VRiESv7 Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Worried about AI capex spenders outside of Google, says DCLAs Sarat Sethi [JWCBARmiFtj] Health Updated on August 10, 2026 EDT — Published on August 10, 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. lZXIYtA9swv WfJi1TGG1Vu FS3zR0XGUOX NVz6KwWkeWt hfoCMdE1qWP HgNxWI8Unba
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. lZXIYtA9swv WfJi1TGG1Vu FS3zR0XGUOX NVz6KwWkeWt hfoCMdE1qWP HgNxWI8Unba