Leave your feedback Share Copy URL https://ar-c.org/video/RhM96Grxkwu.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 [wL6XfQh28Qt] Health Updated on August 08, 2026 EDT — Published on August 08, 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. ykvQY6Z3JnS qBCRc5DWHVi vMcAt3MFBro qRIFmSuNXp7 BN0fKobVuPu
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. ykvQY6Z3JnS qBCRc5DWHVi vMcAt3MFBro qRIFmSuNXp7 BN0fKobVuPu