Leave your feedback Share Copy URL https://gographicsoutput.com/video/4imUbVmFTMs.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Worried about AI capex spenders outside of Google, says DCLAs Sarat Sethi [ojlLC87HMme] Health Updated on August 06, 2026 EDT — Published on August 06, 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. 2nyJ0Hs6Jo8 69gnWOxWknz 8aCBA7Mck7H jWOFSaKX9KL VkZCqRdx1CA GpF9WVKy0mc
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. 2nyJ0Hs6Jo8 69gnWOxWknz 8aCBA7Mck7H jWOFSaKX9KL VkZCqRdx1CA GpF9WVKy0mc