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 3, 2026 Finance

Rambus Reports Strong Q4 Revenue But Faces Analyst Downgrades

Record product sales fail to prevent cautious outlook and lowered price targets post Q4 earnings

Rambus Inc. delivered robust fourth-quarter results with record revenues driven by substantial product sales growth, aligning with earnings per share ...

Trump Amplifies $1 Billion Demand from Harvard as Negotiations Collapse
Feb 3, 2026 News & Politics

Trump Amplifies $1 Billion Demand from Harvard as Negotiations Collapse

The President escalates financial demands amid stalled talks with the prestigious university

President Donald Trump has raised his financial demand to $1 billion from Harvard University, intensifying a long-standing dispute. Previous negotiati...

Feb 3, 2026 Finance

Aptiv Raises Guidance and Gains Analyst Support After Strong Q4 Performance

Automotive technology company posts solid revenue growth amid mixed regional results and announces strategic spin-off plans for 2026

Aptiv PLC reported fourth-quarter earnings that surpassed expectations, driven by revenue growth in North and South America, counterbalanced by slight...

Feb 3, 2026 Trade Ideas

Applied Digital (APLD) — Momentum Meets Dilution: A High‑Risk Swing Long

Revenue beats and massive financing have driven a parabolic move. Enter on a pullback, size small, and protect against dilution.

Applied Digital reported a quarter (01/08/2026) that beat revenue expectations but still showed operating losses. The stock has rallied into the $30s ...

Trade Idea Long
Feb 3, 2026 Finance

Adobe's Shares Slump to Annual Low Amid Sector Downturn and Intensifying Competition

Shares of Adobe Inc. tumble as technology sector loses momentum and Apple steps up competition with new creative software bundle

Adobe Inc.'s stock price dropped sharply to a new 52-week low, reflecting broader weakness in the technology sector alongside competitive pressures fr...

Feb 3, 2026 Finance

Illinois Tool Works Reports Robust Fiscal 2025 Results, Sets Growth Targets for 2026

Strong revenue and earnings performance in Q4 2025 drives ITW stock to a 52-week high amid optimistic 2026 guidance

Illinois Tool Works Inc. demonstrated solid financial performance in the fourth quarter and full fiscal year 2025, posting revenue growth and earnings...

Feb 3, 2026 Trade Ideas

Palantir: Upgrade to Long - AI Tailwinds, Profitable Growth, Tactical Entry

Q4 strength + enterprise AI momentum justify upgrading PLTR to a tactical long (swing/position). Trade plan, stops and targets included.

Palantir reported accelerating revenue and growing profitability across 2025, with Q4 showing material upside and TTM revenue approaching $4.5B. The c...

Trade Idea Long
Navigating Early Social Security Claims and Reversals: Your Rights and Strategies
Feb 3, 2026 Business News

Navigating Early Social Security Claims and Reversals: Your Rights and Strategies

Understanding How to Withdraw or Suspend Benefits After an Early Claim

A growing number of Americans are initiating Social Security benefits prior to reaching full retirement age, accepting a potential reduction in their ...

Feb 3, 2026 Finance

Analyst Projections for Key Stocks Highlight Potential Roku Gains and Varied Market Sentiment

A closer look at expert forecasts for Salesforce, DraftKings, Roku, and other prominent equities ahead of Tuesday’s trading session

Ahead of the upcoming trading day, notable analyst forecasts emphasize a potential 33% rally for Roku shares alongside mixed projections for other mar...

Feb 3, 2026 Finance

Marathon Petroleum Posts Robust Q4 Earnings, Shares Rise in Response

Strong quarterly financial results and solid segment performance drive stock gains amidst steady capital deployment and operational outlook

Marathon Petroleum Corporation reported impressive financial results for its fourth quarter of fiscal 2025, with revenues marginally below last year b...