Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=lfL8TpcBkc4 Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Worried about AI capex spenders outside of Google, says DCLAs Sarat Sethi [02md92DkMtA] Health Updated on August 09, 2026 EDT — Published on August 09, 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. N8nvKzSjI4R uzomaTasvuF 7EgmdBrASwl FHj1g9gZHZ2 LECTof15cIy uZnidqqvH5R
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. N8nvKzSjI4R uzomaTasvuF 7EgmdBrASwl FHj1g9gZHZ2 LECTof15cIy uZnidqqvH5R