Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=LToMOgCP5VP Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Worried about AI capex spenders outside of Google, says DCLAs Sarat Sethi [Qj6fNaQgfgs] Health Updated on August 12, 2026 EDT — Published on August 12, 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. Jmy2jLMd2LI cm8Zy9Cnp2h jFARu9fK83Y OEuAtT7pHtU
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. Jmy2jLMd2LI cm8Zy9Cnp2h jFARu9fK83Y OEuAtT7pHtU