Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=tAMnvAPgSTT Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Worried about AI capex spenders outside of Google, says DCLAs Sarat Sethi [LfVlT9tnpL5] 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. ZaYi4aA8i5X 7coNGroD3Do Kxeh22cp6Ml TgtRO3tZo1P YISvbmKBogQ
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. ZaYi4aA8i5X 7coNGroD3Do Kxeh22cp6Ml TgtRO3tZo1P YISvbmKBogQ