The Wheelhouse · 31 editions
The market brief for income investors
Edition #31 went out Oct 6, 2026: AI wants the ad budget. Follow the cash.. AI, its infrastructure and Eddie’s watchlist, sourced and explained. Free, straight to your inbox.
Editions published
31
Every one is free to read below
Editions
31
All in the open archive
Latest
Oct 6, 2026
Edition #31
Delivery
Every morning
08:00 Toronto time
Price
Free
Unsubscribe anytime
01
Get it in your inbox
One email each morning, free. Unsubscribe anytime.
The Wheelhouse · free
The morning brief for income investors
Join the readers who start the day with the desk’s read on the market.
- Sourced reporting on AI and the infrastructure behind it
- Eddie’s watchlist, with clear investment context
- A practical risk lens: educational, never advice
Educational only — not financial advice.
Keep YieldCove close
Choose YieldCove as a preferred source for Top Stories in Google Search.
02
Past editions
Every edition we have sent, free to read. Newest first.
#31 · Daily AI BriefAI wants the ad budget. Follow the cash.Advertising economics, Meta’s profit gap and three prior-session wheel studies.
#29 · Daily AI BriefAI’s next bill: power, permissions and cashOracle’s power proposal, persistent agents and three visual wheel studies for Monday.
#28 · Daily AI BriefTesla’s deliveries are in. Follow the cash next.A weekend reset on Tesla, AI workflow economics and three visual wheel studies.
#27 · Daily AI BriefAI finds its voice. Who earns from it?Speech economics, AWS simulation demand and three visual wheel studies before jobs data.
#26 · Daily AI BriefMemory makes cash. What is it worth?Micron’s results, AI infrastructure economics and three visual wheel studies.
#25 · Daily AI BriefCheaper AI. Who earns the next dollar?Agents, infrastructure economics and three clear wheel studies.
#24 · Daily AI BriefAI wants the sale. Where does the profit land?Google’s ad pilot, Meta’s enterprise push and three visual wheel studies.
#18 · Daily AI BriefAI goes to work: farms, buildings and three wheel watchlistsLate edition · Real adoption signals, Wednesday closes and clearly dated option studies.
#17 · Daily AI BriefAI capacity is live. Now comes the payback test.Hyderabad, finance agents and three wheel decisions: Microsoft, Amazon and Micron. EN then FR.
#16 · Daily AI BriefAI meets the grid queue: costs, controls and three wheel decisionsMonday’s briefing: what faster studies prove, who funds the buildout, and where to wait. EN then FR.
#15 · Daily AI BriefAI’s next mile: networks, paying users and three wheel decisionsThe Sunday briefing: what launches prove, what cash reveals, and where to wait. EN first, français ensuite.
#14 · Daily AI BriefAI’s payback test: deployment, margins and three wheel decisionsA weekend briefing on real adoption and the cash behind the premium. English first, français ensuite.
03
Beyond the inbox
The brief is where the day starts. The rest of YieldCove is one click away.