STMicro: The new collaboration with AWS makes the chip manufacturer a beneficiary of the $200 billion capex offensive. Chart breakout!

Incredible sums are being invested by hyperscalers into their infrastructure in 2026. Amazon (i) announced on Thursday evening that over $200 billion will flow in 2026. Most of this will go to AWS. In comparison, Germany will, through its special fund, spend at most half of that amount annually, if at all. The large tech companies are clearly more investment-friendly. STMicro will also be a beneficiary of this due to a new partnership with AWS. As the valuation with a P/E ratio of 16 is not overly high and the stock has not been seen as a beneficiary...