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

Dow to Slash 4,500 Jobs in Move Toward AI and Automation
Jan 29, 2026 News & Politics

Dow to Slash 4,500 Jobs in Move Toward AI and Automation

Chemical Giant Plans Major Workforce Reduction Amid Operational Streamlining Efforts

Dow Inc., the major chemical manufacturer, announced a plan to reduce its workforce by approximately 4,500 positions as part of a strategic shift towa...

Jan 29, 2026 Finance

Gold ETFs Ascend into Top Momentum Bracket Amid Bullion Surge Towards $5,600

Five Leading Funds Propel the Momentum as Gold Prices Gain Traction

Gold exchange-traded funds (ETFs) have entered an elite momentum category, driven by significant price trends across several prominent funds. The surg...

Jan 29, 2026 Finance

ServiceNow Shares Decline Despite Surpassing Earnings Expectations

Strong Q4 Results Fail to Prevent Stock Price Drop Amid Mixed Market Sentiment

ServiceNow Inc. reported better-than-expected fourth-quarter results, including revenue and earnings growth, yet its shares declined notably in premar...

Jan 29, 2026 Trade Ideas

HESM: High Yield, Consistent Cash Flow and an Attractive Entry — Trade Plan

Quarterly cash flow strength, rising distributions and cheap price action set up a tactical long with defined risk controls.

Hess Midstream (HESM) offers an income-oriented entry with an annualized dividend near 8.4%, stable operating cash flow across recent quarters and a s...

Trade Idea Long
Inside the Wage Challenges Facing Social Security Administration Workers
Jan 29, 2026 Business News

Inside the Wage Challenges Facing Social Security Administration Workers

A closer examination of pay disparities impacting SSA frontline employees and their financial stability

An investigation into the earnings of over 36,000 Social Security Administration frontline employees reveals that a majority earn wages below local li...

Jan 29, 2026 Finance

Mastercard Prepares for Fourth Quarter Results Amid Upgrades from Leading Analysts

Wall Street Sees Growth Potential as Earnings and Shareholder Returns Set to Improve

Mastercard Incorporated is scheduled to announce its fourth-quarter earnings, with analysts projecting significant growth in earnings per share and re...

Barry Diller Expresses Interest in Acquiring CNN Amid WBD Strategic Decisions
Jan 28, 2026 Business News

Barry Diller Expresses Interest in Acquiring CNN Amid WBD Strategic Decisions

Despite approaches by media mogul Barry Diller, Warner Bros. Discovery maintains CNN is not for sale as company prepares to split

Media executive Barry Diller approached Warner Bros. Discovery (WBD) last year regarding a potential acquisition of CNN. However, WBD has reiterated C...

Jan 28, 2026 Trade Ideas

Okta: Position Trade — Identity Is the Hidden Enabler for Agentic AI

Use a measured entry around $90; AI agent identity could drive durable revenue expansion and justify multiple expansion if Okta converts proofs into bookings.

Okta's core identity platform is a must-have building block for the next wave of AI agents. Strong sequential revenue and recurring cash flow, a clean...

Trade Idea Long
Tesla Reports Steep Declines in Revenue and Profit Amidst Challenging 2025
Jan 28, 2026 Business News

Tesla Reports Steep Declines in Revenue and Profit Amidst Challenging 2025

Electric Automaker Faces Sales Headwinds and Market Shifts as Focus Turns to Autonomous Technology Expansion

Tesla's financial results for the final quarter of 2025 reveal significant declines in both revenue and profits, marking its toughest year since achie...

Jan 28, 2026 Trade Ideas

BigBear.ai Expands Beyond GovTech - A Risky, But Actionable Long on Product Diversification

New product wins and balance-sheet reset open a path to a larger addressable market — trade idea with entry, stops and targets.

BigBear.ai (BBAI) is moving from a narrow government/defense analytics carve-out into a broader decision-intelligence product set (supply chain, auton...

Trade Idea Long