Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=Sm9dpMebLZS Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Worried about AI capex spenders outside of Google, says DCLAs Sarat Sethi [1FghG2PigHV] Health Updated on August 07, 2026 EDT — Published on August 07, 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. pP6e9L8ECgj s8xQKwGSWxQ zIxfwUWdMYI cTXFm4y0ysZ KWwCAS4x5gr
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. pP6e9L8ECgj s8xQKwGSWxQ zIxfwUWdMYI cTXFm4y0ysZ KWwCAS4x5gr