Leave your feedback Share Copy URL https://gographicsoutput.com/video/LpFW7rlofRY.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 [M6gy8bjG5Xk] 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. q0rsJX3ET2N fsYCUPu7MVp JfwlSCqTBEs 81YXnWekojq 3RJV0h4m15r R8UBAjm0bMo 9vOQtLqYto4
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. q0rsJX3ET2N fsYCUPu7MVp JfwlSCqTBEs 81YXnWekojq 3RJV0h4m15r R8UBAjm0bMo 9vOQtLqYto4