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GLW fell 46% in July despite landing Amazon, NVIDIA, and VZ as multibillion-dollar fiber customers and delivering a fifth consecutive EPS beat.
A 2.69% revenue miss triggered the selloff despite free cash flow jumping 256% and Gen AI product sales nearly doubling year over year.
Weeks targets $40 billion in annualized sales by 2030, with Q3 EPS guided 28% higher and core operating margins already at 20.9%.
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