Sofia Navarro

Sofia Navarro

REITs & Infrastructure Analyst

Real estate and infrastructure analyst covering REITs, data centers, and communications infrastructure. Background in real estate underwriting and debt structuring. Focuses on lease economics, same-store NOI, cap rates, and balance-sheet resilience through rate cycles.

Articles 760

Feb 10, 2026 Trade Ideas

Energy Transfer: Ride the Natural-Gas Tailwind Driven by AI Data Centers

High yield, durable cash flow and Permian exposure make ET a tactical long — entry, stops and targets included.

Energy Transfer (ET) is a large, diversified midstream operator sitting squarely in the path of two structural demand trends: expanding LNG exports an...

Trade Idea Long
Feb 10, 2026 Business News

Maximizing Your 401(k): Understanding the Power of Employer Matching

How Employer Contributions Can Achieve a 100% Return on Investment Within Your Retirement Plan

Overestimating investment returns can jeopardize retirement savings. While it's prudent to plan conservatively, 401(k) participants who receive employ...

Feb 10, 2026 Trade Ideas

Buy the Dip in Newmont (NEM): A Tactical Long on Levered Gold Exposure

Commodity-led upside, cleaner balance sheet and steady cash flow make NEM a buy-the-dip trade with defined risk management

Newmont is the world’s largest gold producer with a diversified portfolio and improving cash generation. Recent share weakness creates an entry for ...

Trade Idea Long
Feb 10, 2026 Finance

Quince Therapeutics Experiences Massive Stock Surge Amid Strategic Advisor Engagement

Biotech firm enlists LifeSci Capital to explore partnerships and restructuring options, triggering a dramatic rally

Shares of Quince Therapeutics Inc (NASDAQ:QNCX) witnessed a remarkable surge of approximately 300% following the announcement that the company has app...

Feb 10, 2026 Finance

Quest Diagnostics Reports Strong Q4 Earnings and Raises Full-Year Guidance Driving Stock Higher

Solid revenue growth and strategic initiatives underpin optimistic 2026 outlook and shareholder returns

Quest Diagnostics posted fourth-quarter results surpassing both earnings and revenue expectations, driven by increased test volumes and robust operati...

Fiserv Reports Mixed Q4 2025 Results; Shares Rise on Earnings Beat
Feb 10, 2026 Finance

Fiserv Reports Mixed Q4 2025 Results; Shares Rise on Earnings Beat

Company posts flat adjusted revenue and guidance for moderate organic growth amid margin pressures

Fiserv, Inc. released its fiscal fourth-quarter 2025 financial results showing flat adjusted revenue year-over-year and an adjusted EPS beat that prop...

Feb 10, 2026 Finance

Upstart Holdings Anticipates Q4 Earnings Release Amid Volatile Trading Dynamics

Investors Eye Upstart Ahead of Earnings; Stock Exhibits Mixed Technical Signals

Upstart Holdings, Inc. (NASDAQ: UPST) is garnering considerable market attention as it prepares to announce its fourth-quarter earnings post-market cl...

Feb 10, 2026 Trade Ideas

ServiceNow Set To Recover: Cheap Revenue, Improving Margins, Tactical Long

After the SaaS derating, NOW looks like a defensive enterprise workflow winner with room to re-rate — a tactical long with defined risk controls.

ServiceNow reported accelerating top-line growth through 2025 while converting to positive GAAP profits and healthy operating cash flow. At ~107.65 to...

Trade Idea Long
Feb 10, 2026 Finance

Dow Advances More Than 200 Points as Coca-Cola Reports Varied Q4 Performance

Mixed Trading in U.S. Markets Amid Diverse Corporate Earnings and Sector Movements

U.S. equity markets experienced a mixed session with the Dow Jones Industrial Average rising over 200 points, led by gains in utilities stocks. Meanwh...

Feb 10, 2026 Finance

Astera Labs Eyes Robust Q4 Results Amid Sustained Market Momentum

Ahead of its upcoming earnings release, Astera Labs demonstrates strong financial traction and market performance

Astera Labs, trading under NASDAQ: ALAB, approaches its fourth-quarter earnings announcement with expectations of continued financial growth and strat...