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 14, 2026 Trade Ideas

Dell Is Pricing In Memory Pain; Buy the Pullback for a Recovery Into AI Server Demand

Strong cash flow and an underappreciated AI/data-center runway offset near-term memory-cost headwinds — tactical long with clear entries and stops.

Dell's enterprise hardware franchise is producing steady operating cash and margins even as memory costs create headline risk. With Q2 FY2026 revenue ...

Trade Idea Long
Jan 14, 2026 Finance

TG Therapeutics Reports Strong Preliminary Revenue for 2025 and Presents Robust 2026 Financial Outlook

Company Projects Up to $900 Million in Global Revenue Amid Mixed Technical Stock Signals

TG Therapeutics announced preliminary full-year 2025 global revenue figures, revealing approximately $616 million in total revenue. The company provid...

Key Considerations for 2026 Medicare Enrollees: Enrollment and Medigap Coverage
Jan 14, 2026 Business News

Key Considerations for 2026 Medicare Enrollees: Enrollment and Medigap Coverage

Timing and supplemental insurance choices may significantly influence healthcare expenses during retirement

Individuals reaching 65 years of age in 2026 face important decisions regarding Medicare enrollment and supplemental insurance. Prompt registration fo...

Majority of U.S. Adults Disapprove of Trump's Military Approach, Especially Regarding Venezuela
Jan 14, 2026 News & Politics

Majority of U.S. Adults Disapprove of Trump's Military Approach, Especially Regarding Venezuela

New AP-NORC Survey Reveals Broad Skepticism Toward Overseas Interventions Under Trump Administration

A recent survey conducted by the AP-NORC Center for Public Affairs Research indicates that more than half of American adults believe President Donald ...

Jan 14, 2026 Finance

BP Stock Dips Amid Fourth-Quarter Trading Update Highlighting Production and Pricing Pressures

Energy giant forecasts steady upstream output but flags challenging price realizations and impairment charges ahead of Q4 2025 earnings

Shares of BP p.l.c. declined in premarket trading following the release of a trading update outlining expectations for the fourth quarter of 2025. The...

Saks Global Enters Bankruptcy Amid Retail Sector Struggles
Jan 14, 2026 Business News

Saks Global Enters Bankruptcy Amid Retail Sector Struggles

Parent Entity Behind Saks Fifth Avenue Seeks Bankruptcy Protection

Saks Global, the parent company of the renowned luxury department store Saks Fifth Avenue, has officially filed for bankruptcy. This strategic move co...

Jan 14, 2026 Finance

Gelteq Ltd Shares Surge 50% Amid Breakthrough in Cannabinoid Delivery Technology; Premarket Movers Overview

Gelteq's oral gel delivery platform enhances cannabidiol bioavailability, propelling significant premarket gains among several Nasdaq-listed stocks

Gelteq Ltd (NASDAQ:GELS) experienced a notable 50.1% increase in its share price during premarket trading following the announcement of encouraging pr...

Jan 14, 2026 Trade Ideas

Vista Energy: Analyst Day Confirms Upside - Strong Buy with Defined Entry and Targets

Exposure to Vaca Muerta, improving operational cadence and a clear catalyst runway make VIST a high-conviction long - trade plan included.

Vista Energy (VIST) looks actionable after management’s recent analyst day. The company’s focus on shale production in Vaca Muerta and Mexico, com...

Trade Idea Long
Jan 14, 2026 Finance

Analyst Upgrades Planet Labs Amid Growing Demand for Satellite Data and AI Integration

Planet Labs’ stock surges on robust international contracts and technological advancements, fueled by Alphabet’s significant investment

Planet Labs, a space technology company with close ties to Alphabet, is experiencing a notable increase in share value and analyst optimism. The compa...

Jan 14, 2026 Finance

Market Dips as Investors Await Supreme Court Decision on Tariff Authority and Monitor Key Earnings

S&P 500 and Nasdaq 100 futures weaken amid economic data stability and Fed rate pause expectations

US stock futures declined early Wednesday, with the Dow Jones, S&P 500, and Nasdaq 100 all experiencing slight drops following a subdued previous sess...