Stock markets have rebounded significantly since April, prompting questions about future gains. Piper Sandler's Michael Kantrowitz believes further growth is possible, though at a slower pace. Analyst Crispin Love highlights two high-yield dividend stocks: AGNC Investment (AGNC), a REIT with a 15.5% yield, and Rithm Capital (RITM), offering an 8.4% yield. Love gives both an "Overweight" rating, projecting substantial returns including dividends. AGNC's strong dividend is supported by its agency MBS portfolio, while Rithm's diverse assets and recent Sculptor acquisition bolster its outlook.

Prepared by Christopher Adams and reviewed by editorial team.