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 22, 2026 Finance

Jim Cramer Counters Claims That Political Climate Deters Stock Market Investing

CNBC Host Highlights Market Opportunities Despite Volatility Under Current Administration

Jim Cramer, host of CNBC's 'Mad Money,' has publicly disputed assertions that President Donald Trump's policies and rhetoric are driving investors awa...

Jan 22, 2026 Finance

Bloom Energy Shares Retreat Following Significant Gains Ahead of Earnings Release

Investors weigh upcoming Q4 results as stock shows signs of overextension

Bloom Energy Corp's stock declined on Thursday after a period of notable gains. As the company prepares to report its fourth-quarter 2025 financial re...

Ripple CEO Urges Continued Support for CLARITY Act Amid Industry Division
Jan 22, 2026 Finance

Ripple CEO Urges Continued Support for CLARITY Act Amid Industry Division

Despite Withdrawal of Coinbase's Backing, Ripple's Garlinghouse Champions Regulatory Clarity Through Imperfect Legislation

Brad Garlinghouse, CEO of Ripple, has expressed firm support for the CLARITY Act, emphasizing the necessity of regulatory clarity in the cryptocurrenc...

Jan 22, 2026 Finance

Rigetti Computing Stock Gains Ground Following Upgrade by B. Riley Securities

Positive Outlook on Commercial Progress and Quantum Ecosystem Expansion Supports Share Price Uptick

Shares of Rigetti Computing, Inc. have advanced notably, driven by an upgrade from B. Riley Securities that reflects confidence in the company’s rec...

Jan 22, 2026 Finance

Eldridge and Carlyle AlpInvest Establish Diversified Credit Platform with Initial Fund Closure

New credit fund combines corporate credit expertise and asset-based equipment origination with substantial institutional backing

Eldridge, in collaboration with Carlyle AlpInvest, has successfully closed its first fund under Eldridge's diversified credit platform, Eldridge Diver...

Jan 22, 2026 Finance

Applied Digital Advances AI Factory Expansion Amid Robust Quarterly Performance

New campus development in southern U.S. aims to meet rising hyperscale AI infrastructure demand

Applied Digital Corp. is intensifying its development of AI-focused data center infrastructure with the launch of Delta Forge 1, a substantial AI Fact...

U.S. Natural Gas Prices Surge Amid Forecasted Severe Winter Storm
Jan 22, 2026 Business News

U.S. Natural Gas Prices Surge Amid Forecasted Severe Winter Storm

Anticipated Deep Freeze Triggers Historic Spike in Natural Gas Futures as Demand and Supply Concerns Mount

Natural gas futures in the United States have experienced an unprecedented surge in price, rising over 70% within a single week due to warnings of an ...

Jan 22, 2026 Trade Ideas

Palantir’s Valuation Argument Overlooks a Clear Fundamental Signal

Margins and cash flow are improving — trade the momentum, not the headline multiple

Palantir’s quarter-to-quarter margin acceleration and strong operating cash flow are a structural signal the market is underestimating. At current l...

Trade Idea Long
Jan 22, 2026 Finance

Ken Griffin Flags Government Spending as Central Threat to Markets and Stability in 2026

Citadel's founder highlights sovereign debt risks amid debates on AI-driven economic growth and rising protectionism

At a recent World Economic Forum panel featuring prominent financial and policy leaders, Citadel founder Ken Griffin identified the escalating soverei...

Jan 22, 2026 Trade Ideas

Ultragenyx After the OI Shock - Capitulation Price Gives a Free Option on Neuro Programs

The market sold Ultragenyx hard after late-2025 trial news. At ~ $23 and an implied market cap of ~$2.3B, the company’s marketed franchise and early-stage neuro assets look cheap — if you can stomach execution, legal and funding risk.

Ultragenyx (RARE) suffered a vicious re-rating following late-December 2025 Phase III headlines for its bone program. The sell-off pushed the stock in...

Trade Idea Long