Goldman Sachs: Tech Earnings to Drive Continued Stock Market Gains in H2 2026

According to Jin10 and Goldman Sachs, equity markets are expected to extend their strong performance in the second half of 2026, with technology company earnings growth as the key driver. Goldman Sachs' chief global equity strategist Peter Oppenheimer stated that stock markets will continue to rise as long as profit performance remains solid and growth broadens. He also noted that investor focus is shifting from data center and cloud computing platform operators toward semiconductor and equipment manufacturers supporting the artificial intelligence boom.
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