Barbara Kollmeyer

Articles by Barbara Kollmeyer

AI stocks are echoing a 1990s market split. JPMorgan warns the next few weeks are critical. - MarketWatch

Business July 24, 2026

Need to Know A more concerning unwind is the risk, says strategist Updated July 23, 2026, 9:52a.m. ET Earnings results from Alphabet and Tesla have arrived this week to a chilly reception as both οΏ½...

The Lehman Bros. moment of the AI bubble is coming, says this critic warning of fallout for tech stocks and the entire market - MarketWatch

Business July 17, 2026

Blowout results from chip giant Taiwan Semiconductor Manufacturing Co., or TSMC, seem to be doing little for sentiment on Thursday. Worries about whether spending on artificial intelligence will payοΏ½...

The trade of the year is entering a new phase, says Goldman Sachs. Here’s what it means for stocks. - MarketWatch

Business July 8, 2026

Earlier this year, when artificial-intelligence disruption worries started to run high, Josh Brown, CEO of Ritholtz Wealth Management, declared that the HALO trade heavy assets, low obsolescence woulοΏ½...

The next two weeks could be a bumpy ride for U.S. stocks. Buy any dip, this strategist says. - MarketWatch

Business June 19, 2026

Stocks are rebounding on Thursday, as the shock of a more hawkish than expected Kevin Warsh at the Federal Reserves helm may be wearing off just a little. Brushing that aside, at least for now, seemοΏ½...

A historic rally for the S&P 500 is just getting started, says Wall Street veteran who called the April 2025 bottom - MarketWatch

Business April 24, 2026

A fresh high for the S&P 500 might be winning over some doubters, but Wall Street veteran Milton Berg needs no convincing. Theres no reason at all to doubt this rally, the CEO of Milton Berg AοΏ½...

Why a $33 billion stock market buying spree is now winding down - MarketWatch

Business April 21, 2026

A huge wave of mechanical buying by a group of Wall Street investors scrambling to get back into the market has likely peaked, possibly a headwind for the S&P 500 going forward. Thats according οΏ½...

April 15 is tax deadline day β€” and here’s why it’s also important for the stock market - MarketWatch

Business April 16, 2026

Happy Tax Day to those who celebrate. Or dont. April 15 also happens to be an important calendar event for the stock market, say researchers at the institutional brokerage firm Strategas Securities οΏ½...

Why two Wall Street titans just turned bullish on U.S. stocks - MarketWatch

Business April 15, 2026

While the human and economic costs continue to mount from now-45-day-old Iran war, the U.S. stock market has moved on. Rising in eight of the last nine trading sessions, the S&P 500 SPX is sitοΏ½...

A generational buying opportunity has opened up for U.S. tech stocks, says Goldman Sachs - MarketWatch

Business April 8, 2026

Tech stocks are suffering their worst stretch of performance against the broader market in half a century. As stock-market gains increasingly bolster countries, sectors and factors beyond tech, the οΏ½...

Why this hedge-fund veteran says investors should own both high-flying gold and the sinking U.S. dollar - MarketWatch

Business January 29, 2026

Barbara Kollmeyer is based in Madrid, where she leads MarketWatch's pre-markets coverage of financial markets and writes the Need to Know column. She has worked in London and Los Angeles for MarketWaοΏ½...