IDA. Research

Where money moves before headlines catch up
Daily Intelligence Briefing — #001
Tuesday, March 31, 2026
7
Signals
$85B
Capital Tracked
3
Sectors
9.1
Avg. Importance
GEOPOLITICS 10

China suppliers warn of higher prices for Americans due to Strait of Hormuz closure

CNBC — Tuesday, March 31, 2026

The Iran war has stalled shipments of oil and its products through the Strait of Hormuz, raising concerns among Chinese manufacturers about supply chain disruptions.

IDA Signal
Analysis pending — premium subscribers receive full IDA analysis with actionable insights within 2 hours of publication.
AI & TECH 9

Former Coatue partner raises huge $65M seed for enterprise AI agent startup

TechCrunch
A few things turned investors' heads and drew them to participate in such a big round out of the gate.
IDA Signal
Full analysis available for Insider members.
INVESTMENTS 9

Big Tech Selloff May Signal Turning Point | Bloomberg Tech 3/30/2026

Bloomberg
Bloomberg’s Tim Stenovec discusses the selloff in tech stocks as investors weigh whether it's a turning point for the market. Plus, NASA prepares to launch Artemis II on a lunar flyby. And, investors eye a mega $75 billion SpaceX IPO and the impact Elon Musk’s Terafab plan could have on the business. (Source: Bloomberg)
IDA Signal
Full analysis available for Insider members.
AI & TECH 9

The Week’s 10 Biggest Funding Rounds: A Varied Week For Big Deals, Led By AI And Defense

Crunchbase
The pace of large-scale dealmaking picked up some this week, led by OpenAI’s disclosure that it raised another $10 billion. Other big financings went to startups and growth-stage companies in sectors including defense tech, enterprise AI, autonomy and even laundry.
IDA Signal
Full analysis available for Insider members.
GEOPOLITICS 9

JetBlue Airways raises checked bag fees at least $4 as fuel prices soar

CNBC
Airfare has climbed for routes around the world, driven by higher fuel prices since the U.S. and Israel attacked Iran.
IDA Signal
Full analysis available for Insider members.
GEOPOLITICS 9

Trump Claims ‘Great Progress’ in Iran Peace Talks

Foreign Policy
At the same time, the White House has threatened to obliterate Tehran’s energy sector if a deal isn’t reached soon.
IDA Signal
Full analysis available for Insider members.
GEOPOLITICS 9

The Houthis Are Now in the War—But How Deep?

Foreign Policy
Iran’s Yemeni proxy group could make a bad energy market catastrophic if it targets the Red Sea.
IDA Signal
Full analysis available for Insider members.

This is the free briefing.

Insider members get deep-dive analyses, capital flow maps, sector rotation alerts, and the signals that move markets — before they move.

Get Insider Access — $69/mo
Cancel anytime · Strategist & Command tiers available