Watch CNBC's full interview with Meolis & Company founder and CEO Ken Meolis
Youtube·2025-10-28 16:31

Core Insights - The investment landscape in Saudi Arabia is experiencing significant growth and transformation, particularly in sectors like infrastructure, hospitality, and tourism, driven by a population of 35 million undergoing rapid changes [2][4] - There is a strong focus on artificial intelligence (AI) within the region, with companies like Aramco leveraging their extensive data from drilling operations to develop proprietary AI models aimed at improving economic efficiencies [4][7] - The capital markets are heating up, with a notable increase in IPOs and M&A activities, supported by favorable conditions such as potential interest rate cuts and a robust stock market [5][6] Investment Opportunities - The current environment is conducive to a potential M&A boom, with private credit markets flush with capital and a high stock market, suggesting a busy year ahead for deal-making [6][11] - There is a significant amount of value and capital expenditures available in the market, estimated in trillions of dollars, indicating a unique opportunity for creative financing solutions [11][12] - The entertainment sector, particularly sports, is emerging as a substantial area for investment, with valuations of sports teams reaching record highs, such as a recent deal valuing a sports team above $10 billion [20][22] Sector Focus - The utility sector is gaining attention, particularly in relation to power, as AI and data centers become increasingly important [19] - The healthcare sector is also highlighted, with companies like Open Evidence utilizing AI to enhance medical research accessibility for doctors, showcasing a valuation of $6 billion [15][16] - The overall sentiment in the market is optimistic, with a belief that AI will free up time for consumers, leading to increased demand for entertainment and leisure activities [22][23]