Barbara Kollmeyer
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Senior reporter/editor for MarketWatch on the red-eye premarket. Mom, Jayhawk. Once upon a time a blue check. bkollmeyer@marketwatch.com
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Articles by Barbara Kollmeyer
A dot-com survivor warns retail investors against buying the tech dip: ‘You’re taking a knife to a gunfight.’
My husband wants to sell our $1.5 million home and invest the proceeds. But this is where we raised our kids — and I can’t bear to leave.
A dot-com survivor warns retail investors against buying the tech dip: 'You're taking a knife to a gunfight.'
By Barbara Kollmeyer Tech veteran Ted Mortonson's advice is to look out for sideways movements from stocks Finger pointing on stock exchange market chart, raising graph. Business and investment growth After a recent stretch of selling in the S&P 500, driven by worries about companies spending on artificial intelligence, investors don't seem to be rushing back in to buy beaten-down stocks, at least not yet.
Markets are pricing in long-term AI winners. This veteran investor says history proves customers win more than innovators.
Oil is now flowing out of the Persian Gulf like before the Iran war. Why prices may still not come down anytime soon.
Markets are pricing in long-term AI winners. This veteran investor says history proves customers win more than innovators.
By Barbara Kollmeyer Rob Arnott warns investors are paying far too much for tech heavyweights The AI winners may be those companies "left in the dust," according to veteran Rob Arnott. As investors increasingly scrutinize spending by artificial intelligence-related companies, many still want exposure to the big names that they hope will keep driving that new technology.
Top HSBC strategist has a warning for retail investors chasing the AI rally
A top strategist at HSBC has some words of wisdom for retail investors seeking exposure to the AI theme: be ready to pivot at all times and don’t stop watching your screens. Max Kettner, who has spent eight years as the bank’s London-based chief multi-asset strategist, said market short-termism has intensified so much over the last two years that individual investors may not be aware of what they are dealing with.
Opposition to data centers will drive up inflation, says BlackRock's Larry Fink
BlackRock Chief Executive Larry Fink doubled down on the importance of building data centers to the health of the U.S. economy, saying not pushing ahead could be inflationary. “About two-thirds of the U.S. economy is capital expenditures right now on technology, whether it's cloud or whether it's AI, whether it's just a capex of making sure you're competitive,” said Fink, speaking to Bloomberg on the sidelines of the Berlin Global Dialogue conference on Wednesday.
AI stocks are probably in a bubble — but might be worth holding on to, says Citadel’s Ken Griffin
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AI stocks are probably in a bubble - but might be worth holding on to, says Citadel's Ken Griffin
By Barbara Kollmeyer Markets are starting to scrutinize AI, and that's a good thing, says Griffin Citadel founder and CEO Ken Griffin says that even if AI stocks are in a bubble, they might be worth holding on to. There's a bubble in artificial-intelligence stocks - but it's no reason to sell, one of the leading figures in finance said Tuesday night. "The big picture is there is almost certainly bubbles within this moment in time.
Opposition to data centers will drive up inflation, says BlackRock’s Larry Fink
BlackRock Chief Executive Larry Fink doubled down on the importance of building data centers to the health of the U.S. economy, saying not pushing ahead could be inflationary. “If we slow down the build out of this technology, I think it really does jeopardize the economy. It means we’re not going to build these. It means we’re building elsewhere,” he said, noting that Canada, India or Abu Dhabi could become alternatives.
AI stocks are probably in a bubble — but might be worth holding on to, says Citadel’s Ken Griffin
There’s a bubble in artificial-intelligence stocks — but it’s no reason to sell, one of the leading figures in finance said Tuesday night. “The big picture is there is almost certainly bubbles within this moment in time. And any radical transformation of our economy is generally intertwined with a bubble,” Ken Griffin said at an annual conference run by Citadel Securities, the market maker he mostly owns. Griffin is also the majority owner of the hedge-fund giant Citadel LLC.
Opposition to data centers will drive up inflation, says BlackRock's Larry Fink
By Barbara Kollmeyer BlackRock CEO Larry Fink pictured on March 11, 2026 in Washington, DC. Fink warned Wednesday that a pushback against building data centers is detremental to the U.S. economy. BlackRock's chief executive Larry Fink has doubled down on the importance of data-center building to the health of the U.S. economy, saying not pushing ahead could be inflationary.
Opposition to data centers will drive up inflation, says BlackRock's Larry Fink
By Barbara Kollmeyer BlackRock CEO Larry Fink pictured on March 11, 2026 in Washington, DC. Fink warned Wednesday that a pushback against building data centers is detremental to the U.S. economy. BlackRock's chief executive Larry Fink has doubled down on the importance of data-center building to the health of the U.S. economy, saying not pushing ahead could be inflationary.
AI stocks are probably in a bubble — but might be worth holding onto, says Citadel's Ken Griffin
There's a bubble in artificial-intelligence stocks — but it's no reason to sell, one of the leading figures in finance said Tuesday night. “The big picture is there is almost certainly bubbles within this moment in time. And any radical transformation of our economy is generally intertwined with a bubble,” said Ken Griffin at an annual conference run by Citadel Securities, the market maker he mostly owns. Griffin also is the majority owner of Citadel LLC, the hedge-fund giant.
Strategist Tom Lee says he's buying the AI stock dip, and Cisco holds the key
Unfazed by market jitters surrounding stocks lately, strategist Tom Lee says he's “buying the AI dip.” “I think it's turned into a panic around AI because the Korean stock market has taken out the July lows and people are talking about an AI debt problem,” said Lee, the head of research at Fundstrat, in a video bulletin to clients late Monday. Nasdaq-100 futures pointed to a drop on Tuesday after a 1.1% rally for the Nasdaq Composite on Monday.
Big tech is wobbling. Goldman Sachs says it's time to buy these 23 unloved stocks instead.
Now that the tech sector that has powered the stock market is wobbling, what's an investor to do? Goldman Sachs strategists led by Ben Snider told clients in a note late Friday that they should focus on buying stocks in sectors that haven't done as well. In particular they recommend consumer-facing stocks, on the view energy prices and interest rates will fall next year, lifting real income growth across consumers.
Big tech is wobbling. Goldman Sachs says it's time to buy these 23 unloved stocks instead.
Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes.
The stock market has already crashed: Why a Wall Street veteran says Nike is the ultimate turnaround trade
Investors worried about a broader stock market collapse, fear not. A meltdown has already happened with lots of stocks having tumbled in value, according to Wall Street veteran Larry McDonald. Even with the S&P 500 recently reaching a fresh record high, the market has “crashed internally,” McDonald, author of The Bear Traps Report , told the Julia La Roche show in an interview that was published on Thursday.
The stock market has already crashed: Why a Wall Street veteran says Nike is the ultimate turnaround trade.
Nearly 40% of the S&P 500 is in a bear market. Here are 10 of those stocks that analysts say can gain up to 81%.
The stock market has already crashed: Why a Wall Street veteran says Nike is the ultimate turnaround trade.
By Barbara Kollmeyer Larry McDonald says consumers are too stressed to handle many more Fed rate hikes Nike is one beaten-down stock that Wall Street veteran Larry McDonald sees on a comeback path over the next two years. Investors worried about a broader stock market collapse, fear not. A meltdown has already happened with lots of stocks having tumbled in value, according to Wall Street veteran Larry McDonald.
The stock market has already crashed: Why a Wall Street veteran says Nike is the ultimate turnaround trade.
By Barbara Kollmeyer Larry McDonald says consumers are too stressed to handle many more Fed rate hikes Nike is one beaten-down stock that Wall Street veteran Larry McDonald sees on a comeback path over the next two years. Investors worried about a broader stock market collapse, fear not. A meltdown has already happened with lots of stocks having tumbled in value, according to Wall Street veteran Larry McDonald.
This 30-year market veteran is alarmed by a record-chasing S&P 500. Here's where he's investing instead.
An investor employing cold logic like a Vulcan in “Star Trek” would be befuddled by what he is currently seeing. That's according to newsletter editor Steven Jon Kaplan, who is alarmed by what he sees as investors piling into stocks without much thought.
This 30-year market veteran is alarmed by a record-chasing S&P 500. Here’s where he’s investing instead.
I’m 64 years old, with two sons, but only one works in the family firm. Should I leave him 70% of the business?
This 30-year market veteran is alarmed by a near-record S&P 500. Here's where he's investing instead.
An investor employing cold logic like a Vulcan in Stark Trek would be befuddled by what he is currently seeing. That's according to newsletter editor Steven Jon Kaplan, who is alarmed by what he sees are investors piling into stocks without much thought.
Charles Schwab and DoorDash ranked among bargain stocks that could lead the market higher
Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes.
Charles Schwab and DoorDash ranked among bargain stocks that could lead the market higher
Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes.
Charles Schwab and DoorDash ranked among bargain stocks that could lead the market higher
Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes.
Charles Schwab and DoorDash ranked among bargain stocks that could lead the market higher
Investors have more questions than answers right now. Will third-quarter earnings deliver and keep the bull market in stocks going? Will the artificial-intelligence investment boom that's been driving that bull market slow down? They may get an answer to yet another question — will the Federal Reserve keep hiking interest rates and potentially derail stocks? — from a crucial consumer-price report coming early Wednesday.
Charles Schwab and DoorDash ranked among bargain stocks that could lead the market higher
Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes.
From Charles Schwab to DoorDash: Why these bargain stocks could lead the market higher
Earnings expectations for companies like Charles Schwab have been revised up, yet markets haven't rewarded that, says HSBC. Investors have more questions than answers right now. Will third-quarter earnings deliver and keep the bull market in stocks going? Will the artificial-intelligence investment boom driving that bull market slow down? They may get the answer to yet another question — will the Federal Reserve keep hiking interest rates and potentially derail stocks?
From Charles Schwab to DoorDash: Why these bargain stocks could lead the market higher
Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes.
Why the world's number-one fund manager has just changed its mind on bonds for the first time in six years
Earnings season kicks off Tuesday with big banks in focus, but tech is stealing the spotlight, with that sector set to continue selling off following a slump in Korean chip stocks. Tech has been the main driver behind the S&P 500's bull market, which has entered year four. The index carved out much of its 14% gain this year so far in the spring, bouncing off April lows. It has been a grind since, with the S&P 500 up around 2.6% between June and Monday's close of 7,807.
高盛为何转而看好未来三个月的股市？
高盛策略师建议投资者在未来三个月增配股票，理由是企业盈利表现向好，且股票估值已有所回落。 高盛(Goldman Sachs)策略师建议投资者在未来三个月增配股票，理由是企业盈利表现向好，且股票估值已有所回落。 “我们依然认为，盈利增长将继续对股市形成支撑，且自夏季以来，随着估值下调以及仓位下降，当前股市的风险收益不对称性更为有利；若利率压力有所缓解，估值有望进一步扩张，”由克里斯蒂安·穆勒-格利斯曼(Christian Mueller-Glissmann)领衔的策略师团队表示。 Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 立即订阅 热门文章 热门视频
Here's why Goldman Sachs just flipped bullish on stocks for the rest of the year
Citing upbeat earnings and a pullback in valuations, Goldman Sachs strategists advise putting more money into stocks for the next three months. “We continue to think earnings growth remains supportive for equities and following the valuation de-rating and positioning declines since the summer, there is better asymmetry with potential for valuation expansion in the event of rates relief,” said a team of strategists led by Christian Mueller-Glissmann.
Here’s why Goldman Sachs just flipped bullish on stocks for the rest of the year
‘I have no children’: My aunt gave me $50,000 for a down payment. Now she wants me to leave my home to her two children.
'What you don't know is greater than anything you do know': How Ray Dalio would build a portfolio to withstand a popping AI bubble
With major U.S. stock-market indexes returning to record territory this week, Ray Dalio has been busy warning about one of the biggest drivers: artificial intelligence — which, he says, has formed a bubble that's ready to pop.
How Ray Dalio would build a portfolio to withstand a popping AI bubble
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‘What you don’t know is greater than anything you do know’: How Ray Dalio would build a portfolio to withstand a popping AI bubble
Ray Dalio of Bridgewater Associates, pictured in 2024, is worried today about a bubble in AI. He says investors need mote diversification. - Dia Dipasupil/Getty Images With major U.S. stock-market indexes returning to record territory this week, Ray Dalio has been busy warning about one of the biggest drivers: artificial intelligence — which, he says, has formed a bubble that's ready to pop.
Intel investors get some reassurance from Elon Musk over a major chip endeavor
Elon Musk and the chief executive officer of Intel on Wednesday pushed back against doubts over the technology group's role in the trillionaire's Terafab chip-making project. Intel CEO Lip-Bu Tan told Bloomberg ahead of an event in Tokyo that the company's involvement in Terafab will continue . Meanwhile, on his X account, Musk responded to a post speculating Taiwan Semiconductor Manufacturing Co. would play a larger role in that massive chip plant. “No, we will build and run the fab.
Longtime tech bull Dan Ives says these are his top tech plays going into 2027
By Barbara Kollmeyer Investors are underestimating what AI will do for the entire economy, says the Yorkville Ives leader Tech analyst Dan Ives says investors are underestimating the spending plans. An early bull on some of the biggest names in tech and artificial intelligence, analyst Dan Ives has laid out his top sector ideas headed into 2027.
Longtime tech bull Dan Ives says these are his top tech plays going into 2027
An early bull on some of the biggest names in tech and artificial intelligence, analyst Dan Ives has laid out his top sector ideas headed into 2027. In a brief post on X, Ives identified his top tech plays “into 2027”: Nvidia Microsoft Palantir Technologies Apple and CrowdStrike “In our view, investors underestimating the scale and scope of this $4 trillion spending wave [for the] next few years,” he wrote.
Elon Musk and the chief executive officer of Intel on Wednesday pushed back against doubts over the technology group’s role in the trillionaire’s Terafab chip-making project. “No, we will build and run the fab. Let there be ZERO doubt about that. Maybe TSMC subleases part of the Terafab if they want, but nothing more than that,” Musk replied. On Saturday, Musk acknowledged that TSMC could take part in his Texas-based chip venture.
Longtime tech bull Dan Ives says these are his top tech plays going into 2027
An early bull on some of the biggest names in tech and artificial intelligence, analyst Dan Ives has laid out his top sector ideas headed into 2027. “In our view, investors underestimating the scale and scope of this $4 trillion spending wave [for the] next few years,” he wrote. If those names are familiar, it’s because he recommended them at his previous employer for eight years, Wedbush Securities, where he was global head of technology research.
Wall Street is hyping AI. This fund manager is betting instead on fires, HVAC and Berkshire Hathaway.
By Barbara Kollmeyer Seek companies that can use AI tech to their advantage, says Milwaukee-based manager A fund manager explains why MSA and Watsco are key holdings. When it comes to artificial intelligence, individual investors should be wary of Wall Street's current hard sell, according to Troy McGlone of Heartland Advisors.
Wall Street is hyping AI. This fund manager is betting instead on fires, HVAC and Berkshire Hathaway.
When it comes to artificial-intelligence investments, individual investors should be wary of Wall Street's current hard sell, according to Troy McGlone of Heartland Advisors.
Wall Street is hyping AI. This fund manager is betting instead on fires, HVAC and Berkshire Hathaway.
‘People in the U.S. need to wake up’: As a mortgage loan officer, I rejected wealthy couples due to overspending. We’re all heading for trouble.
Wall Street is hyping AI. This fund manager is betting instead on fires, HVAC and Berkshire Hathaway.
By Barbara Kollmeyer Seek companies that can use AI tech to their advantage, says Milwaukee-based manager A fund manager explains why MSA and Watsco are key holdings. When it comes to artificial-intelligence investments, individual investors should be wary of Wall Street's current hard sell, according to Troy McGlone of Heartland Advisors.
Intel's stock drops after Musk hints at an additional partner for big chip venture
Intel shares were slipping on Monday after Elon Musk confirmed that Taiwan Semiconductor Manufacturing Co. could take part in his massive chip-making project. Some viewed the news as a sign of competition for Intel which in April became the first to offer support for Musk's Texas-based Terafab chip venture. Intel shares were down about 2% in morning trading, while TSMC's U.S.-listed shares were ahead 1%.
Musk hints TSMC may join his mega chip venture, and Intel’s stock is taking a hit
An AI ‘reality check’ may take the S&P 500 to 5,000. Here are the trades to make, this strategist says.
Musk hints TSMC may join his mega chip venture, and Intel's stock is taking a hit
Shares of chip company Intel slipped on Monday, while rival Taiwan Semiconductor Manufacturing Co.'s rose, after Elon Musk confirmed the Taiwanese company could take part in his massive semiconductor manufacturing project. Some viewed the news as potential competition for Intel which in April became the first to offer support for Musk's Texas-based Terafab chip venture .
The average U.S. stock is quietly getting crushed. Morgan Stanley says these ones are worth buying now.
The average U.S. stock is quietly getting crushed. Morgan Stanley says these ones are worth buying now.
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