Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=WJw3lcppk9e Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Worried about AI capex spenders outside of Google, says DCLAs Sarat Sethi [0F97LI4SX45] 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. BxzpnzbTMUP oLQefHGDKm0 6fu3eOAErEC UTIz9xK2o7D mdQsbwrdtqF X6Xw20YbiPL
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. BxzpnzbTMUP oLQefHGDKm0 6fu3eOAErEC UTIz9xK2o7D mdQsbwrdtqF X6Xw20YbiPL