Inflation data, CoreWeave's revenue surge, election betting and more in Morning Squawk

cnbc.com · 2026-08-12

Here are five key things investors need to know to start the trading day.

TickrTrends take: Inflation data releases and developments in high-growth sectors like CoreWeave's revenue expansion can influence how the market prices real estate assets, particularly for companies like INVH that operate in asset-intensive industries sensitive to interest rate expectations. Given TickrTrends' current assessment that INVH is undervalued, investors focused on valuation metrics should monitor whether macroeconomic indicators shift the market's cost of capital assumptions or demand outlook for the real estate sector. Economic data and sector-specific momentum in adjacent growth areas may provide context for reassessing whether INVH's current valuation discount persists or compresses.

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