11AM Hour: Sequoia Capital Partner Shaun Maguire, Webull Shares Tumble & Apple's Smart Home Ambitions 10/7/26

Wells Fargo warns AI hyperscaler capex growth likely flatlines after 2027, while Webull drops ~30% on a congressional China-ties report.

• Rates and AI CapEx ceiling: Wells Fargo's Ohsung Kwon says AI demand must hit $1.4T by 2028 to justify hyperscaler capex, implying growth likely flatlines post-2027; a 50bps rate rise could cut S&P 500 ~2%.
• Sequoia doubles down on Israel: Shaun Maguire says Sequoia reopened an Israel office and invested aggressively post-October 7, citing a strong 2024 founder cohort and a quick, large Google acquisition from its portfolio.

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