From record-breaking silver production to big-bank resilience and a biopharma rebound, today’s market tape delivered a mix of hard asset momentum, income-rich stability, and deep-value setups.
We’re breaking down the strongest stories across commodities, financials, and healthcare, then flagging actionable picks – both established names and speculative movers – that could deliver outsized returns in the months ahead.
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Commodities
Hecla Mining Posts a Clean Beat, and Silver’s Back in Play
Hecla Mining didn’t tiptoe into Q2, it stormed in with $0.08 EPS, a 60% beat over estimates, and $304 million in revenue, up 24% year-over-year.
Free cash flow? A record-breaking $104 million, alongside adjusted EBITDA of $133 million. That’s not noise—those are cycle-high numbers.
Production gains at Keno Hill and Lucky Friday are doing the heavy lifting, but the real story is capital discipline.
Hecla redeemed $212 million in senior notes and repaid C$50M in Quebec debt, cutting annual interest costs by $16 million and pushing leverage down to 0.7x.
Silver prices have quietly climbed back into a range that makes even mid-tier miners profitable, and gold is holding near multi-month highs.
With Nevada exploration showing high-grade potential and restarts possible under modest capex, Hecla has optionality the market isn’t fully pricing in.
This isn’t the high-beta trade it was two years ago; balance sheet risk is lower, margins are fatter, and operational execution is consistent.
For value traders, the asymmetry here is compelling: a cleaner miner with built-in upside to metals without paying growth-stock premiums.
Financials
JPMorgan Chase’s (NYSE: JPM) Q2 readout was pure signal: $4.96 EPS, $44.9 billion revenue, and $15 billion net income, all ahead of consensus.
Revenue fell 10% year-over-year, but operating efficiency and fee-based growth offset the drag.
Investment banking surprised to the upside, with fees up 7% from last year and 12% sequentially, while trading stayed resilient.
Consumer banking benefited from the high-rate environment, and credit quality remained solid despite macro jitters.
With one of the strongest balance sheets in global finance, JPM has the room to keep buying back stock and paying a reliable dividend north of 2.5%.
At ~10x forward earnings, JPM offers a rare mix of scale, stability, and income.
In a market chasing expensive tech, this is the antithesis, a low-multiple giant that’s still delivering double-digit ROE.
The play here isn’t hyper-growth, it’s predictability. If the credit cycle doesn’t break hard, JPM’s combination of operating leverage, capital return, and fortress balance sheet should continue to quietly compound.
When markets wobble, this is the kind of name institutions rotate into fast.
Healthcare
Bristol-Myers Squibb Rallies Off Lows After Q2 Beat but Cuts EPS Guidance
Bristol-Myers Squibb (NYSE: BMY) bounced 6.7% off its late-July 52-week low after Q2 results topped on both earnings and revenue, but sentiment remains fragile.
The biopharma giant lifted its 2025 revenue outlook to $46.5B–$47.5B on strong Growth Portfolio performance; Opdivo, Reblozyl, Breyanzi, and Camzyos all posted double-digit gains, yet trimmed EPS guidance to $6.35–$6.65 due to a $0.57/share IPRD hit from the BioNTech deal.
Legacy drugs continue to slide, with Revlimid, Pomalyst, and Sprycel facing patent cliffs, though Eliquis demand remains resilient.
New approvals, including schizophrenia drug Cobenfy, are showing early traction, but analysts warn pipeline delays – especially in the Cobenfy ADEPT-2 Phase 3 trial – could slow momentum.
Morgan Stanley’s Terence Flynn remains bearish with a $34 target, citing optimistic long-term estimates and competitive risks.
Valuation is compelling at 7.5x forward earnings versus 14.5x industry peers, and the 5.46% dividend yield offers income stability.
For income-focused holders, the payout is well covered and buy-and-hold still works.
But for new entrants, execution on the growth drugs and clarity on trial timelines are the catalysts to watch before stepping in.
In the meantime, BMY is a value-yield play, not a near-term growth story.
Actionable Picks This Week
NCS Multistage Holdings (NASDAQ: NCSM) has quietly built a case as one of the cheapest names in energy services.
The stock trades at just 0.67x book and 8.1x earnings, a deep discount to the industry, and earnings estimates up 62% in two months.
Shares have been grinding higher ahead of a packed investor conference schedule later this month, which could put it on more institutional radars.
Cash flow and margins outpace peers, and the valuation leaves room for a rerating if sentiment turns. For value hunters, this is a low-profile, high-upside setup in oilfield tech.
BitMine Immersion Technologies (NYSEAMERICAN: BMNR) is riding a speculative wave after pivoting to an Ethereum-first strategy.
The company now holds $2.9 billion in ETH, making it the largest holder worldwide, and Ark Invest has been buying aggressively.
Shares are still up nearly 385% YTD despite a sharp pullback from July’s parabolic peak.
Valuation is nosebleed at 40x sales, but catalysts are clear, continued ETH accumulation and crypto tailwinds could keep retail and momentum players engaged.
High risk, high torque, and entirely tethered to the Ethereum trade.
CarGurus (NASDAQ: CARG) just posted a solid Q2 beat on EPS and EBITDA, with Marketplace revenue up 14% and margins expanding to 33%.
The company is winding down its CarOffer business to double down on AI-driven inventory tools, a strategic shift that could boost profitability long term.
At a $3.1 billion market cap and trading around 15x forward earnings, CARG isn’t dirt cheap, but the buyback program has been expanded to $350 million, adding a floor under the stock.
If Q3 guidance stabilizes, this could morph from a slow grower into a quiet compounder.
Fast Movers to Watch
OmniAb (NASDAQ: OABI): Trading under $5, OmniAb ticked higher after analysts at H.C. Wainwright and TD Cowen reiterated Buy ratings, pointing to progress with its xPloration Partner Access Program.
The AI-powered antibody discovery platform has already landed over 100 partners and 381 active programs, with management reaffirming 2025 revenue guidance of $20 million – $25 million.
Cash reserves of $41.6 million and a growing pipeline give OABI the runway to turn its tech buzz into tangible earnings.ARMOUR Residential REIT (NYSE: ARR): Down 4.4% to $16.33 on heavy volume, ARR caught attention as one of the highest-yield mortgage REITs in the market, sporting a payout north of 17%.
Recent analyst action has been mixed, but upgrades from Janney Montgomery Scott and UBS in recent months suggest sentiment may be stabilizing.
With rates in flux and shares near the low end of their 12-month range, any tailwind in the bond market could spark a sharp bounce.Suzano S.A. (NYSE: SUZ): Flat at $9.37 but making headlines with Q2 revenue of $2.43 billion, up 16% year over year, driven by a new Brazilian pulp mill and U.S. paper acquisitions.
Management touted lower production costs and a new joint venture with Kimberly-Clark as catalysts for long-term growth.
While pulp prices remain under pressure globally, scale and FX tailwinds could make SUZ an under-the-radar value play heading into 2026.
Everything Else
B&M European Value Retail (BME) shares climbed ~1.2%, though still down roughly 52 from last year’s peak.
Oil braces for weekly slide. Value stocks are headed for their steepest weekly declines since June, as a fresh round of U.S. tariffs clouds global demand outlook and OPEC+ signals an early end to major output cuts.
B&M European Value Retail rises Friday, on what proved to be an all-around poor trading session for the stock market.
Griffon (GFF) raises attention, delivering impressive results—net income jumped 68% to $71 million.
That's our coverage for today; thanks for reading! Reply to this email with feedback or any value names you'd like us to dig into.
Best Regards,
—Noah Zelvis
Undervalued Edge
