Worried about AI capex spenders outside of Google, says DCLAs Sarat Sethi [O6GODXbba7M]

Health Updated on August 09, 2026 EDT — Published on August 09, 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.

• jvXXVvJi5EU
• ux7bzH8Mkvs
• bBydv2xp6MV
• mNUlZz59qsp
• FQ28Ii47zJW
• vXZz8Lg4A13
• KxbAJot6zxM