Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=ARPOeFnSCVT Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Worried about AI capex spenders outside of Google, says DCLAs Sarat Sethi [fwxqyM4cgNN] Health Updated on August 09, 2026 EDT — Published on August 09, 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. cxEzMROMitf pUXHLJll847 vZEKSvwTJf6 qz0SnJTZ3sO XvJyevOPRn8 w8dDgve4BgH
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. cxEzMROMitf pUXHLJll847 vZEKSvwTJf6 qz0SnJTZ3sO XvJyevOPRn8 w8dDgve4BgH