UAE investors are buying AI and crypto assets at low prices during the US-Iran conflict

By: rootdata|2026/04/16 14:51:50
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According to Cointelegraph, during the US-Iran conflict, UAE investors chose to buy the dip in AI and digital assets rather than reducing their overall positions.

eToro data shows that in the first quarter, UAE users increased their holdings in several software and AI infrastructure stocks that had significantly pulled back in price. eToro market analyst Josh Gilbert stated that the behavior of UAE investors is driven by long-term themes rather than risk aversion, with the most obvious signals appearing in the AI infrastructure and software sector—ServiceNow (+125%), Super Micro Computer (+65%), Adobe (+54%), and Oracle (+38%) all saw significant increases in holdings against a backdrop of market pressure.

In terms of crypto assets, Strategy Inc. remains the eighth highest held stock by UAE investors, indicating a continued allocation to crypto-related assets. Deutsche Bank's report on April 13 indicated that this conflict is more likely to strengthen rather than weaken the region's demand for AI, cybersecurity, and sovereign digital infrastructure; however, it also cited reports that the Amazon Web Services data centers in the UAE and Bahrain have been attacked, and the planned 1GW Stargate park in Abu Dhabi is also under threat.

The report also noted that sovereign wealth funds in the Gulf region manage approximately $5 trillion in assets by 2025, with Abu Dhabi-related institutions being one of the most active sources of funding in the global AI sector. Local crypto businesses in Dubai are operating normally. HashKey MENA Managing Director Ben El-Baz told Cointelegraph that business remains normal, relying on cloud trading and custody systems; Binance also confirmed that the vast majority of employees chose to stay, but the Token2049 Dubai event has been postponed to 2027.

The Dubai Virtual Assets Regulatory Authority (VARA) continues to advance its activity-type regulatory framework. VARA Market Assurance Director Sean McHugh stated that during times of pressure, serious market participants seek the clearest regulatory environment rather than the most lenient jurisdictions.

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