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Worried about AI capex spenders outside of Google, says DCLA’s Sarat Sethi

DeFi Daily News by DeFi Daily News
July 27, 2026
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Worried about AI capex spenders outside of Google, says DCLA’s Sarat Sethi
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Sarat Sethi, DCLA portfolio manager, joins ‘The Exchange’ to discuss Sethi’s thoughts on big tech earnings, how investors can position and much more.

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Tags: breaking newsbusinesscapexcnbcDCLAsEconomyfinancingGoogleInvestingkelly evansMoneyNewsnews roomPoliticsSaratSethispendersstocksthe exchangeWall Streetworried
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