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

Jan 30, 2026 Finance

Regeneron Pharmaceuticals Faces Anticipated Dip in Q4 Earnings As Analysts Adjust Estimates Ahead of Report

Most Accurate Analysts Offer Varied Price Targets Following Collaboration Announcement

Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) is set to announce its Q4 earnings on January 30, with projections indicating a decline in earnings per...

Reflecting on 2016: Social Media's Surge of Nostalgia Amidst Global Uncertainty
Jan 30, 2026 News & Politics

Reflecting on 2016: Social Media's Surge of Nostalgia Amidst Global Uncertainty

A look at how revisiting 2016 on social platforms reveals a collective yearning for stability during turbulent times

Recent social media trends have propelled 2016 back into the spotlight, as millions share memories and cultural markers from that year. This resurgenc...

Sundance 2026 Marks Final Utah Festival with Fresh Films and Major Distribution Deals
Jan 30, 2026 News & Politics

Sundance 2026 Marks Final Utah Festival with Fresh Films and Major Distribution Deals

Park City bids farewell as Sundance prepares to relocate; new filmmakers and standout works highlight the event

The 2026 Sundance Film Festival in Park City concluded as the final edition in Utah before the event relocates to Boulder, Colorado, in 2027. The fest...

Kevin Warsh Poised to Become Next Federal Reserve Chair as Trump Nears Decision
Jan 29, 2026 Business News

Kevin Warsh Poised to Become Next Federal Reserve Chair as Trump Nears Decision

President Trump prepares to announce his nomination for Fed chair after months of deliberation among four finalists

President Donald Trump is set to nominate Kevin Warsh as the new chair of the Federal Reserve, following a selection process involving multiple candid...

Jan 29, 2026 Trade Ideas

Crowded Short on Shift4: Growth Is Real, But Balance Sheet and Momentum Invite a Tactical Bear

Revenue acceleration masks heavy financing, aggressive M&A spend and volatile price action - a tactical short with strict risk management.

<p>Shift4 (FOUR) has real revenue momentum: sequential revenue rose to $1.177B in Q3 FY2025, following $966M in Q2 and $848M in Q1. But the business i...

Trade Idea Short
Jan 29, 2026 Trade Ideas

LendingClub: Earnings Met, Market Overreacted - Tactical Long Setup

Small revenue miss, matched EPS - sell-off looks outsized. Buy the dip with defined stops and realistic targets.

LendingClub reported EPS in line with estimates (EPS $0.35) on 01/28/2026 while revenue missed by ~1.4% (reported $266.47M vs est. $270.12M). The stoc...

Trade Idea Long
Evaluating Claims from the Recent Presidential Cabinet Meeting on Economic and Infrastructure Issues
Jan 29, 2026 News & Politics

Evaluating Claims from the Recent Presidential Cabinet Meeting on Economic and Infrastructure Issues

An analysis of statements regarding investment, housing market data, wildfire recovery, and energy policy

During the latest presidential Cabinet meeting, the administration highlighted achievements in areas such as domestic investment, the housing market, ...

Jan 29, 2026 Finance

Gold and Silver ETFs Experience Volatility Amid Decline in Mining Stocks

Precious metals ETFs fluctuate with mining companies showing weakness in a volatile market

On Thursday, exchange-traded funds (ETFs) tracking gold and silver showed notable price movements, while shares of major mining companies experienced ...

Jan 29, 2026 Trade Ideas

Southern Copper: Hold for Now but Protect Profits — Tail Risks Are Material

Strong cash flow and rising copper demand justify keeping exposure; set strict stops and scale targets to manage drawdown risk.

Southern Copper (SCCO) looks operationally healthy after the quarter ended 09/30/2025 — strong operating cash flow, growing quarterly profits, and a...

Trade Idea Neutral
Jan 29, 2026 Finance

Nvidia Advances Taiwan Expansion with $105 Million Headquarters Amid AI and Semiconductor Growth

Taiwan bolsters its critical semiconductor role as Nvidia deepens local presence and Taiwan Semiconductor Manufacturing pursues U.S. expansion

Nvidia has received Taiwanese government approval for a $105 million headquarters in Taipei, aimed at establishing a robust base for AI chip developme...