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

DHS Attorney Removed After Expressing Frustration in Immigration Court Hearing
Feb 4, 2026 News & Politics

DHS Attorney Removed After Expressing Frustration in Immigration Court Hearing

Justice Department Ends Assignment Following Remarks on Case Overload Amid Immigration Enforcement Surge

A Department of Homeland Security lawyer detailed to the Justice Department in Minnesota was removed from her post after expressing dissatisfaction wi...

Washington Post Implements Extensive Workforce Reduction Affecting Multiple Departments
Feb 4, 2026 Business News

Washington Post Implements Extensive Workforce Reduction Affecting Multiple Departments

Significant layoffs impact approximately one-third of the newspaper's staff, with notable declines in coverage areas including Washington DC, sports, and international reporting.

The Washington Post, under the ownership of Jeff Bezos, announced a substantial reduction in its workforce, cutting around one-third of its employees ...

Anthropic CEO Highlights Unprecedented Economic Shift: AI Spurs GDP Growth Amid Rising Unemployment
Feb 4, 2026 Business News

Anthropic CEO Highlights Unprecedented Economic Shift: AI Spurs GDP Growth Amid Rising Unemployment

Dario Amodei foresees 5%–10% GDP expansion coupled with 10% joblessness, emphasizing potential socio-economic divides and the need for inclusive growth policies

At the World Economic Forum in Davos, Anthropic CEO Dario Amodei outlined a scenario where artificial intelligence drives significant GDP growth betwe...

Iran’s Supreme Leadership Navigates Internal Turmoil and External Threats Amid Rising Tensions
Feb 4, 2026 News & Politics

Iran’s Supreme Leadership Navigates Internal Turmoil and External Threats Amid Rising Tensions

Amid unprecedented protest crackdowns and looming US military presence, Iran’s leader balances domestic control with cautious diplomatic overtures

Iran’s Supreme Leader, Ayatollah Ali Khamenei, has quelled one of the harshest waves of public dissent in the nation’s recent history by orchestra...

Feb 4, 2026 Finance

Alphabet Inc. Eyes Fourth Quarter Earnings Amidst Analyst Upgrades and Market Anticipation

Investors closely monitor Alphabet's advertising revenue and YouTube metrics ahead of Q4 results with optimistic analyst outlooks

Alphabet Inc. prepares to release its fourth-quarter earnings after market close, with expectations for continued strong performance. Analysts have re...

Feb 4, 2026 Finance

Uber Surpasses 200 Million Monthly Users and Appoints New CFO Amid Strong Q4 Performance

Revenue growth and robust cash flow underscore Uber's expanding mobility and delivery services as leadership shifts

Uber Technologies, Inc. reported solid fiscal fourth-quarter 2025 results highlighted by 20% revenue growth to $14.37 billion and an 18% increase in m...

Feb 4, 2026 Finance

Eli Lilly Projects Robust Growth into 2026 Fueled by Surge in Weight Loss Drug Sales

Strong Q4 Performance and Expansion Plans Highlight Eli Lilly's Optimistic Outlook

Eli Lilly and Co. posted stronger-than-expected fourth-quarter earnings driven by significant sales growth in its weight loss portfolio, primarily Mou...

Feb 4, 2026 Finance

Assessing Qualcomm's Dividend Potential Ahead of Q1 Earnings Release

Evaluating share ownership required to achieve monthly dividend income targets based on current financial forecasts and recent analyst recommendations

Qualcomm Incorporated is poised to report its first-quarter earnings after market close on February 4, with analysts anticipating earnings of $3.40 pe...

Feb 4, 2026 Trade Ideas

Global Payments: Market Prices in Negative Growth — A Tactical Long Against Over-discounting

Operational cash flow and earnings are steady; the market looks priced for persistent revenue shrinkage. We see a tactical, risk-defined long.

Global Payments (GPN) has seen a material share-price derating from last year's levels even though recent quarters show robust operating cash flow and...

Trade Idea Long
Feb 4, 2026 Finance

Equinor Reports Mixed Fourth-Quarter Results Amid Production Growth and Lower Revenue

Despite higher production, Equinor faces decreased revenues and plans share buybacks in 2026

Equinor ASA reported its fourth-quarter fiscal 2025 financial results showing a decline in adjusted revenue and operating income compared to the previ...