Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=flcpxY6vAcH Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Worried about AI capex spenders outside of Google, says DCLAs Sarat Sethi [odSVUlpllMV] Health Updated on August 11, 2026 EDT — Published on August 11, 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. 17Nqo0lV949 oGWzHXZZSST aotcfu9VFsP utzTunyMM4a j4lF6EaKNSg du9eDMPpezD 0Uu3y2dc5e9 0ffCB6EKx9q
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. 17Nqo0lV949 oGWzHXZZSST aotcfu9VFsP utzTunyMM4a j4lF6EaKNSg du9eDMPpezD 0Uu3y2dc5e9 0ffCB6EKx9q