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Key Points

  • Cadence Design Systems, Celestica, and Corning are identified as key defense stocks to monitor, showcasing significant trading volume linked to government defense budgets and geopolitical issues.
  • Cadence Design Systems specializes in software and services for integrated circuit design, offering various verification platforms, while Celestica provides a wide range of supply chain solutions and manufacturing services.
  • Corning focuses on technologies for displays and communications, producing glass substrates for modern electronic devices like televisions and tablets.
  • Five stocks to consider instead of Cadence Design Systems.
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