Worried about AI capex spenders outside of Google, says DCLAs Sarat Sethi [kE1INe7WRYl]

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.

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