What are the US$1 trillion Gulf deals announced by President Trump?

In May 2025, President Trump secured investment deals worth approximately US$1 trillion during his visit to Gulf nations: US$200 billion with the UAE, US$243 billion with Qatar, and US$600 billion with Saudi Arabia. These agreements involve two-way investments in sectors like AI technology, energy, manufacturing, and infrastructure development. The deals represent commitments to strengthen economic ties between the US and these Gulf nations over the coming decade.

How might these Gulf deals benefit US technology companies?

US technology companies stand to benefit in several ways. The UAE plans to invest heavily in AI infrastructure and semiconductors, with potential permission to import over 1 million Nvidia AI chips. Qatar and Saudi Arabia have also pledged significant investments in US technology. This could mean new contracts, expanded market access, and direct investment for companies like NVIDIA, Microsoft, Amazon, Google, and Oracle that are positioned in high-priority sectors like cloud computing and artificial intelligence.

What are ETFs and how do they provide exposure to Gulf markets?

ETFs (Exchange-Traded Funds) are investment funds that trade on stock exchanges, similar to regular stocks. They typically hold a collection of stocks, bonds, or other assets. ETFs like UAE, KSA, and QAT in this group provide investors with exposure to the stock markets of the United Arab Emirates, Saudi Arabia, and Qatar respectively. By purchasing these ETFs, you can gain diversified investment in these Gulf economies without having to buy individual foreign stocks directly, potentially benefiting from the economic growth these US-Gulf deals may generate.

Why are energy companies included in this investment theme?

Energy companies like Exxon Mobil (XOM), Occidental Petroleum (OXY), and EOG Resources are included because energy cooperation is a key component of the Gulf deals. The Gulf states are major global energy producers with substantial investment capabilities in this sector. The agreements are likely to involve energy partnerships, joint ventures, and investments in both traditional and renewable energy sectors. As U.S. companies with strong international presence, these energy firms are well-positioned to benefit from increased business opportunities and capital investment resulting from strengthened U.S.-Gulf relations.

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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Han Tan | Market Analyst

Updated 2 days ago | Published at mai 9