Exposure to other sectors besides AI is really important, says DCLA's Sarat Sethi

Joining us right now to talk markets is Sarat Sethi. He is portfolio manager at DCLA. He's also a CNBC contributor.And Sarat, the biggest story that's been driving the markets is what's happening with AI, what's happening with Nvidia, what's happening beyond that. This morning, there's a story in the Wall Street Journal that says the economy is now addicted to AI spending. And in fact, if that spending were to change, it could take down the broader economy with it.>> Yeah. I mean, you're looking at all the ...