Trump's US$1 Trillion Gulf Deals
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.
Your Basket's Financial Footprint
Interpretation of basket market capitalisation and investor takeaways based on provided breakdown.
- Large-cap dominance suggests generally lower volatility, more stable returns, and closer tracking of broad market performance.
- Use as a core holding for diversified portfolios; not suitable as a speculative, high-growth allocation.
- Expect steady, long-term appreciation rather than rapid, short-term explosive gains.
NVDA: $4.40T
XOM: $480.51B
MSFT: $3.85T
- Other
About This Group of Stocks
Our Expert Thinking
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.
What You Need to Know
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.
Why These Stocks
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.
Why You'll Want to Watch These Stocks
Trillion-Dollar Opportunity
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.
Two-Way Investment Street
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.
First Mover Advantage
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.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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