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 20, 2026 Finance

Baidu Advances AI User Base and Chip Business Amid Stock Gains

Chinese Tech Giant's Ernie AI Assistant Surpasses 200 Million Monthly Users as IPO Preparations for Chip Unit Kunlunxin Progress

Baidu Inc. reported strong progress in AI adoption with its Ernie Assistant reaching over 200 million monthly active users. The company is also prepar...

Jan 20, 2026 Finance

FDA Provides Positive Feedback on Mesoblast's Rexlemestrocel-L Cell Therapy for Chronic Back Pain

Mesoblast advances regulatory process with FDA endorsement of pain reduction and opioid use data for allogeneic cell therapy

Mesoblast Limited has received encouraging feedback from the U.S. Food & Drug Administration regarding its potential Biologics License Application sub...

Avoiding Common RMD Pitfalls in 2026: What Retirees Need to Know
Jan 20, 2026 Business News

Avoiding Common RMD Pitfalls in 2026: What Retirees Need to Know

Navigating Required Minimum Distributions to Optimize Retirement Income and Tax Outcomes

For retirees relying on retirement accounts to supplement their Social Security income, understanding required minimum distributions (RMDs) is essenti...

Jan 20, 2026 Finance

Fastenal's Stock Declines Amid Mixed Fourth-Quarter Financial Results

Strong earnings growth tempered by slightly below-expected revenue weighs on industrial supplier's shares

Fastenal Company reported notable improvements in earnings and operating margins for the fourth quarter ending December 31, 2025. Despite solid double...

Jan 20, 2026 Finance

Rockwell Medical Experiences Notable Stock Uptick on Strong Preliminary Q4 and Full-Year Financials

Robust sales, improved margins, and positive cash flow signal promising trajectory for 2025 and beyond

Rockwell Medical, Inc. reported preliminary financial results for the final quarter and year ending December 31, 2025, that surpassed expectations. Wi...

Jan 20, 2026 Trade Ideas

PayPal at a Turning Point: A Tactical Long After the 5-Year Low

A risk-aware swing trade: buy the overshoot, trade the recovery if fundamentals hold

PayPal (PYPL) recently traded near multi-year lows. The business still generates meaningful cash flow, carries a solid current-asset buffer, and pays ...

Trade Idea Long
Jan 20, 2026 Trade Ideas

Why Palantir's Price Reflects A New Reality — Not Hype

Profitable growth, strong cash generation and a clean balance sheet justify a premium — trade idea included

Palantir has traded up rapidly, but recent quarters show scale, margins and cash conversion that support a high multiple. This trade idea lays out an ...

Trade Idea Long
‘Be The People’ Launches Ambitious National Campaign to Unite Americans in Local Problem-Solving
Jan 20, 2026 News & Politics

‘Be The People’ Launches Ambitious National Campaign to Unite Americans in Local Problem-Solving

A decade-long private initiative aims to empower citizens and reshape civic engagement amid rising divisions

Coinciding with the 250th anniversary of the Declaration of Independence, the ‘‘Be The People’’ campaign emerges as a privately funded effort ...

Jan 20, 2026 Trade Ideas

Event-Driven Long on Union Pacific: Betting on M&A Optionality with Defined Risk

Use the Norfolk Southern merger process as an upside catalyst while keeping a tight stop — entry, targets and risk plan included.

Union Pacific (UNP) is a high-quality, cash-generative railroad with a clear catalyst: the proposed combination with Norfolk Southern (NS). Regulatory...

Trade Idea Long
Key Developments for January 20: Davos Summit, Immigration Protests, Epstein Investigation, Solar Storm, and Indiana Football Triumph
Jan 20, 2026 Business News

Key Developments for January 20: Davos Summit, Immigration Protests, Epstein Investigation, Solar Storm, and Indiana Football Triumph

An analysis of major events shaping political, social, and environmental landscapes today

Significant events unfolding today include the World Economic Forum in Davos set against US-European tensions, a Department of Justice inquiry into im...