Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=8UGwI021Fo2 Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Worried about AI capex spenders outside of Google, says DCLAs Sarat Sethi [J4QUqTUZhWI] Health Updated on August 08, 2026 EDT — Published on August 08, 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. dvuCaqS5umR HanTPnU0lPd uZJQPce5i7F 0oUDuXf7ohw
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. dvuCaqS5umR HanTPnU0lPd uZJQPce5i7F 0oUDuXf7ohw