Worried about AI capex spenders outside of Google, says DCLA’s Sarat Sethi
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position ...
Thursday, July 30, 2026
Tag: spenders
Investors punish heavy AI spenders, while rewarding the capex-lite business models
CNBC's Seema Mody and MacKenzie Sigalos report on trends regarding AI's capex concerns. source
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