Leave your feedback Share Copy URL https://gographicsoutput.com/video/RR71nGICph3.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 [jWyIXluqbgc] 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. mhULGSFfr9O QdXr2PRVx6G kzL3pWqVTu0 IYTyegtG9jl vx41FABXyyn OMbhtQ2olDF Uo6HQHGUZdf
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. mhULGSFfr9O QdXr2PRVx6G kzL3pWqVTu0 IYTyegtG9jl vx41FABXyyn OMbhtQ2olDF Uo6HQHGUZdf