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 8, 2026 Finance

Bank of New York Mellon Expected to Report Increased Q4 Profits as Analysts Adjust Predictions

Anticipated Earnings Growth and Recent Analyst Upgrades Highlight Optimism Ahead of Quarterly Results

Bank of New York Mellon Corporation is scheduled to announce its Q4 earnings before the market opens on January 13, 2025. Market analysts forecast a r...

Jan 8, 2026 Trade Ideas

Credicorp (BAP) - Buy the Latin American Bank With A Clear Growth Play for 2026

Acquisition tailwinds, higher cash returns and product diversification set the stage - trade idea with entry, stops and targets.

Credicorp (BAP) is showing the ingredients of a multi-year growth story: meaningful dividend step-up, M&A to extend its U.S. footprint, and a strategi...

Trade Idea Long
Iran Implements Full Internet Blackout Amid Ongoing Nationwide Protests
Jan 8, 2026 Business News

Iran Implements Full Internet Blackout Amid Ongoing Nationwide Protests

Exiled Opposition Leader Reza Pahlavi Commends Trump’s Commitment to Accountability

Iran is experiencing a nationwide internet shutdown as widespread protests continue for the twelfth consecutive night. The government’s communicatio...

US Control Over Venezuelan Oil Collides With China's Significant Debt Claims
Jan 8, 2026 News & Politics

US Control Over Venezuelan Oil Collides With China's Significant Debt Claims

Diplomatic complexities emerge as Washington asserts authority over Venezuelan oil amid heavy Chinese financial involvement

The United States has moved to assert control over Venezuelan oil resources following political upheaval, yet a substantial portion of these oil asset...

Jan 8, 2026 Trade Ideas

BAH: Positioning for a Clearer 2026 - A Tactical Long with Asymmetric Upside

Defense tech spending and stabilizing cash flow make Booz Allen a tradeable long into 2026 — entry, stop and targets included.

Booz Allen (BAH) looks set for a more constructive 2026. Recent quarters show resilient revenue (roughly $2.9B per quarter), improving operating margi...

Trade Idea Long
Jan 8, 2026 Finance

Third Point LLC Reduces Taiwan Semiconductor Holdings Amid Rising Geopolitical Strains

Investor Adjustments Reflect Concerns Over Regional Tensions and Market Dynamics

Activist hedge fund Third Point LLC, led by Dan Loeb, has significantly cut its shareholding in Taiwan Semiconductor Manufacturing Company Limited dur...

Washington DC Police Officer Succumbs to Injuries After Assisting Stranded Motorist
Jan 8, 2026 News & Politics

Washington DC Police Officer Succumbs to Injuries After Assisting Stranded Motorist

Terry Bennett's passing marks a tragic moment amid departmental challenges and transitions

Terry Bennett, a 32-year-old officer with the Metropolitan Police Department of Washington, D.C., has died from injuries sustained in late December wh...

Jan 8, 2026 Finance

Palantir Stock Faces Market Pressure Despite Geopolitical Catalysts and Analyst Endorsement

Assessment of Palantir's stock movements amid operational developments and military spending proposals

Palantir Technologies experienced a notable decline in its stock price following a prominent television host's bullish comment, commonly regarded skep...

'Greenland 2: Migration' - A Sequel Struggling to Capture its Predecessor's Impact
Jan 8, 2026 News & Politics

'Greenland 2: Migration' - A Sequel Struggling to Capture its Predecessor's Impact

Gerard Butler returns in a somber post-apocalyptic narrative with limited emotional resonance

The sequel to the 2020 comet-impact disaster film revisits a devastated world where Greenland serves as a bleak underground refuge. Despite the promis...

Jan 8, 2026 Finance

Micron Technology Navigates Strong AI-Driven Memory Demand Amid Supply Limitations

JP Morgan underscores sustained DRAM and HBM scarcity supporting robust pricing and growth prospects through 2026

Micron Technology Inc. is positioned amid a robust, AI-driven demand surge for advanced memory products, notably DRAM and High Bandwidth Memory (HBM)....