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22 handpicked stocks

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.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at May 9

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NVDA

NVIDIA Corporation

NVDA

Current price

$180.45

XOM

Exxon Mobil Corp.

XOM

Current price

$106.49

MSFT

Microsoft Corporation

MSFT

Current price

$520.17

About This Group of Stocks

1

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.

2

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.

3

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.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+3.47%

Group Performance Snapshot

3.47%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 3.47% over the next year.

17 of 21

Stocks Rated Buy by Analysts

17 of 21 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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.

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