Leave your feedback Share Copy URL https://ar-c.org/video/0hSWtMeTybC.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 [dqeoGWnF52s] 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. zObUKOtvlon ygUwHbSVwSt NjHb28Q1I4P 85j1ciNiquj Ix2zm15F93E
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. zObUKOtvlon ygUwHbSVwSt NjHb28Q1I4P 85j1ciNiquj Ix2zm15F93E