[News] Korea’s Next-Gen OLED Push Gains Steam With LG FLiPP, Samsung Wide View Debuts

LG Display reported a first-half 2026 operating profit of 39 billion won despite a 4.3% revenue decline to 11.15 trillion won. Cost reductions and a shift to higher-margin OLED products improved its cost-of-sales ratio to 86.3%. The company completed its exit from large-LCD business and plans further cost cuts.

Zacks Research downgraded LG Display (NYSE:LPL) from Hold to Strong Sell. Weiss Ratings later lowered it from Sell (d-) to Sell (e+). The stock fell 5.8% to open at $3.17. LG Display reported Q1 EPS of -$0.26 on revenue of $3.62B; analysts expect -$0.28 EPS for FY.

LG Display reported Q2 sales of 5.6121 trillion won and an operating loss of 107.7 billion won, citing one-time voluntary retirement costs of about 240 billion won. Excluding these costs, analysts said profitability improved. For H1, sales were 11.1461 trillion won with operating profit of 39 billion won. Securities firms cut target prices after results; iM and SK kept buy ratings.

Definium Therapeutics (DFTX) reported positive Phase 3 trial results for its LSD-based anxiety drug, DT120. The trial showed a 5.1-point improvement over placebo, similar to its previous trial. Psychedelic stocks often move together, and Definium's success could impact the broader sector. Hedge fund holdings of DFTX have increased, indicating growing institutional confidence.

Bloom Energy introduced an 800V DC-native fuel-cell power architecture for AI data centers, estimating $5.5B in savings over five years. The system uses solid oxide fuel cells, flexible in fuel sourcing, and aligns with NVIDIA's 2027 800V DC standards. Bloom has partnerships with Nebius, Oracle, Equinix, and Brookfield.

Bloom Energy (BE) unveiled an 800V DC-native fuel-cell power architecture for AI data centers, claiming it can cut costs by $3.6B in CapEx and $5.5B in 5-year ownership for a 1GW data center. The company reported Q2 2026 revenue growth of 165% YoY, exceeding $1B, and raised full-year revenue guidance to $3.9B-$4.2B. However, the technology's savings claims are unproven, and the stock's 170% 2026 rally may leave it vulnerable to corrections.