Woofun AI reports that Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, anticipates global stock markets will sustain their second-quarter upward trajectory. He identifies strong earnings growth from technology firms as the central driver for this continued appreciation. Oppenheimer notes that while second-half gains may be less pronounced than in the first half, expanding earnings breadth supports further rises. Investor attention is also shifting from data center and cloud operators to semiconductor and equipment manufacturers supporting the AI boom.