Leave your feedback Share Copy URL https://gographicsoutput.com/video/tPM1WieDmLG.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 [0MCS4hfJfA3] Health Updated on August 05, 2026 EDT — Published on August 05, 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. XdDwPlAdQWy 9YlVewIjEJ9 csZWPAZwLvd Dx40Jo6aY0L BFhAHI2epWj
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. XdDwPlAdQWy 9YlVewIjEJ9 csZWPAZwLvd Dx40Jo6aY0L BFhAHI2epWj