META, AAPL, PLTR Among Likely Winners — See Full List

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A newly finalized trade agreement between the U.S. and the European Union is poised to significantly benefit U.S.-based LNG exporters, the Magnificent 7 technology giants, and the broader tech sector, according to market experts.

What Happened: The deal, announced ahead of the Aug. 1 deadline, is seen as removing a key layer of uncertainty that had hung over the markets.

Louis Navellier, founder and chief investment officer of Navellier & Associates, told Benzinga that LNG exporters such as Dorian LPG Ltd. as likely winners. He noted that “the analyst community is revising their earnings estimates higher” for these companies.

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The trade deal includes the EU’s commitment to purchase $750 billion in U.S. energy over three years and invest another $600 billion in the U.S. economy.

Navellier also pointed to the “Magnificent 7 and other big U.S. technology companies” as beneficiaries, anticipating that “the EU is expected to be more reluctant to hit them with digital taxes” under the Donald Trump Administration.

The agreement’s impact extends to the overall U.S. stock market. Chris Zaccarelli, chief investment officer at Northlight Asset Management, told Benzinga that he views the deal as “good for US markets as it removes some of the uncertainty that was an overhang for the market, and at a 15% rate, it is lower than what was originally feared.”

Zaccarelli reiterated the positive outlook for technology and emphasized the energy sector, stating it “will be an even bigger beneficiary because of the intent of the EU to buy more energy from the United States as a result of the new trade deal.”

While the deal brings clarity, some of the positive news may have already been factored into stock prices. Zaccarelli noted, “news of this deal being ‘close’ was released last week and some of the good news was likely already reflected in prices before today’s official announcement.”

Here’s a list of the energy and technology sector beneficiaries highlighted by experts;

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Why It Matters: Looking ahead, experts believe the Aug. 1 deadline is largely being adhered to, providing further market certainty.