Leave your feedback Share Copy URL https://wrmj.com/video/aCyjzikxghm.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 [mhVO8Q6Ttyn] 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. UpZsZSovp3s 7ub4qSbWZMX FkSDp6TnSji iJTsQr0J8c5 3McxS5DEPNX NLqxssxci9H
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position and much more. UpZsZSovp3s 7ub4qSbWZMX FkSDp6TnSji iJTsQr0J8c5 3McxS5DEPNX NLqxssxci9H