Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, stated that global stock markets are expected to continue the strong upward trend seen in the second quarter, with earnings growth from technology companies serving as a key driver. "As long as earnings performance remains strong and the breadth of growth expands, I believe the stock market will continue to rise in the second half of the year," Oppenheimer said. "The gains may not match those of the first half, but I expect the upward trend to be broad-based." He noted that earnings growth in the technology sector will persist, even as investors shift their focus from data center and cloud computing operators to semiconductor and equipment manufacturers that support the artificial intelligence (AI) boom.