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Credo Technology Group's upcoming earnings are pivotal, with much optimism already priced in after a strong stock surge and outperformance versus peers. The company's growth is heavily tied to hyperscaler customers, creating revenue concentration risks despite strong AI CapEx tailwinds. While Credo's systems-level approach and market positioning are compelling, growth normalization and high valuation multiples warrant caution.

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Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.

MSDL offers a compelling 11.34% dividend yield and trades at a 14% discount to NAV, presenting an attractive entry point. The portfolio is 96.4% first lien, 99.6% floating rate loans, and focused on U.S. middle market companies, avoiding cyclical sectors. Risks include potential dividend cuts if rates fall, but even a reduced payout would yield 9% at current prices, with a continued NAV discount.

Palantir Technologies Inc.'s accelerating top-line growth and exceptional operating leverage drove a “Rule Of” 94%, outpacing most enterprise software peers and supporting a bullish outlook. Major government contracts and strong commercial adoption, especially through AIP Bootcamps, position Palantir for durable, multi-year revenue growth. Significant capital inflows from U.S. reindustrialization and AI adoption initiatives are expected to further boost Palantir's business opportunities.

BETHESDA, Md., Aug. 26, 2025 (GLOBE NEWSWIRE) -- Liquidity Services (NASDAQ:LQDT), a leading global commerce company powering the circular economy, today announced that Bill Angrick, Co-Founder, Chairman, and CEO, will present at the Midwest IDEAS conference on Wednesday, August 27, 2025, in Chicago, IL.

Newell Brands is a global leader with a diverse portfolio of over 50 consumer and commercial product brands. Newell Brands trades at 8.4x forward P/E and 8.4x EV/EBITDA, a deep discount to peers (15.9x P/E, 11.6x EV/EBITDA), reflecting debt and revenue decline, but offering upside potential. Segment consolidation and cost restructuring are nearing completion, driving margin expansion (Q2 2025 gross margin +1.0pp YoY) and reduced restructuring charges (-43% YoY in H1).

I am initiating coverage of the Hartford Large Cap Growth ETF with a Hold rating due to existing risks and disadvantages. Actively managed, growth-focused HFGO offers stronger revenue, EBITDA, and EPS growth rates than IWF and SCHG while sporting decent quality. However, its past performance was mixed, with an outstanding 2024 but dismal 2022. Overall, it has trailed IWF, IVV, QQQ, and SCHG since its inception in 2021.

LSTR is hurt by reduced demand for freight services and increased truck capacity.

S's Q2 performance is expected to have benefited from its robust growth in the Singularity platform despite a challenging macroeconomic environment.

Caterpillar Inc (NYSE:CAT) stock is down 1% to trade at $428.09 at last check, but still sports a healthy a 21.9% year-over-year lead.

These stocks benefit from a bull market. When the rally ends is another story.

Streaming stock Netflix Inc (NASDAQ:NFLX) has cooled off from its July 30 record high of $1,341,15, last seen trading at $1,225.62.

Advanced Micro Devices, Inc. is rapidly closing the technology gap with Nvidia, especially in data center hardware and software, positioning itself for significant growth. If AMD doubles its data center market share by 2030, its segment could be worth over $1 trillion, implying substantial stock upside. Risks include potential overestimation of data center growth, increased competition, and possible return of export restrictions, but I remain bullish on AMD.

I maintain my buy rating on CDNS as hardware upgrades, AI scaling, and new partnerships are driving robust demand and expanding TAM. The hardware upgrade cycle is in full swing, with record revenue and multi-year momentum supported by AI, HPC, and automotive sectors. AI innovation and deepened partnerships with NVIDIA and Intel are unlocking new markets and accelerating growth opportunities for CDNS.

Dell Technologies' Q2 results are likely to reflect 16% revenue growth and strong AI-driven server demand, with shares already outperforming peers.

Atlas revenue grew 26% YoY in Q1, now 72% of total — trajectory and consumption cadence are key into Q2 Management lifted FY26 revenue guide to $2.25–$2.29B and operating margin midpoint to 12%, adding discipline Competitive framing vs.

Through our latest additions of Deutsche Post and Meta Platforms to The Dividend Income Accelerator Portfolio, we have increased the portfolio's sector diversification and global exposure. In addition to that, we have increased the portfolio's potential for dividend growth and capital appreciation. Our portfolio balances income and dividend growth, reflected in the portfolio's Weighted Average Yield on Cost [TTM] of 4.22% and 5-Year Weighted Average Dividend Growth Rate [CAGR] of 7.73%.

Neal Dingmann, Wiliam Blair energy analyst, joins 'Power Lunch' to discuss the stocks Dingmann is interested in in the oil and gas space, how low oil and gas prices could go and much more.