Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=ee8ifCMBzzp Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Worried about AI capex spenders outside of Google, says DCLAs Sarat Sethi [Kdxqh9AMvrw] 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. iENKr2fxNbz xqP4eOWW0me ciqmT1Q56Hq UovPpFXzrT0 2HNBEHroavX YY7feLsTf1Y SoGAuWa60gz 3qdOK0aUVZN
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. iENKr2fxNbz xqP4eOWW0me ciqmT1Q56Hq UovPpFXzrT0 2HNBEHroavX YY7feLsTf1Y SoGAuWa60gz 3qdOK0aUVZN