This carefully selected group of stocks and ETFs is positioned to benefit from President Trump's historic investment agreements with Gulf nations. Our analysts have identified companies that could see significant growth from these massive cross-border deals in technology, energy, and infrastructure.
With over US$1 trillion in deals announced and long-term investment commitments of US$3+ trillion over the next decade, these massive capital flows could create substantial growth for well-positioned companies.
These aren't just U.S. companies selling to the Gulf—they're beneficiaries of a two-way investment relationship where Gulf sovereign wealth is actively seeking American innovation and technology leadership.
As Trump's first major overseas trip in his second term, these Gulf agreements signal priority relationships that could give featured companies preferential access to new markets and investment capital before others.
These stocks and ETFs are strategically positioned to capitalize on President Trump's landmark US$1 trillion in deals with Saudi Arabia, Qatar, and the UAE. With investments flowing in both directions across technology, energy, defense, and infrastructure, these companies stand to benefit from expanded market access and increased business opportunities.
This group includes both U.S. companies likely to receive Gulf investment and ETFs that provide exposure to Middle Eastern markets. The assets span sectors including AI technology, energy, defense, cloud computing, and infrastructure development—all areas specifically highlighted in the agreements between the U.S. and Gulf nations.
Each company or ETF was selected because they are directly mentioned in or closely aligned with the specific investment areas outlined in the agreements. From Nvidia's AI chips (now potentially available to UAE investors) to energy companies like Exxon Mobil, these assets are positioned at the intersection of American innovation and Gulf investment interests.
Interpretation of basket market capitalisation and investor takeaways based on provided breakdown.
NVDA: $4.40T
XOM: $480.51B
MSFT: $3.85T
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
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On average, analysts expect assets in this group to grow 11.64% over the next year.
18 of 22 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+11.64%
