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Corning Incorporated (GLW) reported strong demand in Q3, driven by growth in its Optical Communications segment, particularly in GenAI-related products. The uptick in topline has driven meaningful operating leverage, and the company's diversified portfolio is well-positioned to capitalize on secular growth trends. The portfolio appreciated 6.0% gross (5.8% net) in Q3, outperforming the Russell 1000 Value Index.

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