NewHydrogen, Inc.: NewHydrogen Files Third Patent to Protect Its Breakthrough Technology

Altimmune (ALT) reported Q2 results, highlighting progress in three liver disease trials. The company launched a global Phase 3 trial for MASH, reported positive Phase 2 data for alcohol use disorder, and completed enrollment for a Phase 2 trial in alcohol-associated liver disease. Altimmune has no approved products and reported a net loss of $22.8 million, with cash reserves of $519 million as of June 30.

NVIDIA's equity investments in AI companies totaled $99 billion, up from $7 billion a year ago. Key investments include OpenAI ($30B), Hugging Face ($12.9B), and Anthropic ($10B). The company's Q2 2027 revenue was $96.2B, up 106% YoY, with data center revenue at $89B, up 117%. NVIDIA is also involved in $500B in AI infrastructure financing. Investments aim to secure customers, create dependencies, and gain equity upside, but also expose NVIDIA to market risks and potential regulatory scrutiny.

Cytokinetics (NASDAQ:CYTK) reported late-stage trial results for aficamten in non-obstructive hypertrophic cardiomyopathy (nHCM), meeting primary goals of improving symptoms and quality of life. The study showed 53% of patients on aficamten improved in key areas vs. 13% on placebo, but lacked significant structural or cardiovascular benefits. The company plans a US marketing application in Q4 2026. Analysts forecast peak sales of over $5 billion for Myqorzo, but investors expressed concerns over

Jefferies initiated coverage of Cameco (CCJ) and BWXT (BWXT) with 'Buy' ratings, setting price targets of $138 and $181 respectively, citing strong long-term prospects in nuclear energy. CCJ, a major uranium producer, and BWXT, a nuclear reactor provider, are positioned to benefit from global and U.S. initiatives to expand nuclear capacity. Both companies face risks, including uranium price volatility for CCJ and execution challenges for BWXT.

Meta has opened a new $1.2B data center in Kuna, Idaho, featuring a closed-loop cooling system to reduce water usage. The facility employs 75 staff and supports Meta's AI-driven platforms. Meta has invested in local schools and nonprofits, with plans to expand clean energy use and become water positive by 2030.

Sweden signed a $732M deal with Lockheed Martin for 10+ HIMARS launchers and ammunition, with deliveries starting in 2027. Finland will assist with maintenance and training. Saab and Lockheed Martin plan to explore joint production of munitions, including GLSDB and PrSM. Finland will host Europe's first HIMARS maintenance center.