Articles

  • Better Days Ahead: HPE, NetApp, Salesforce, Okta and CrowdStrike to Report Earnings This Week

    I prefer to look at markets from a “glass half full” perspective. When I have a choice between optimism and pessimism, I’ll usually pick optimism. Buying while others are selling can be a good investment strategy, even when it requires nerves of steel. That said, I believe we’ll see some encouraging news from earnings reports this week. The headlines might not be spectacular, but sometimes good is good enough.

  • HMG Strategy Market Update and Tech News Digest

    Nasdaq Suffers as Tech Stocks Dip; S&P 500 Stays Close to Record Highs, Facebook Plans to Rebrand Itself, According to Sources, New Android Phones Feature In-House Chip, PayPal Offers to Acquire Pinterest; Deal Valued at $45 Billion

  • Tesla on a Roll: Elon Musk Chooses Austin as New Company Headquarters

    Elon Musk is a business pioneer and savvy inventor. He’s also a great showman, and he demonstrated his amazing ability to captivate and surprise an audience again last week. “Electric-vehicle pioneer Tesla is moving its headquarters to Austin, Texas, from Silicon Valley, saying that land prices in California limited its growth there,” writes Al Root of Barron’s. “The car maker hosted its annual meeting Thursday in Austin, at its new car-making facility. Shareholders soon learned it wants to do more in Austin than just make cars.”

  • Today’s Successful Tech Leaders Embody the Pioneering Spirit of Great Inventors

    If you needed more data points to prove that Tesla is winning hearts and minds in the automotive market, I recommend reading Al Root’s Sunday article in Barron’s.  “Tesla’s ‘beta button’ has arrived. Tesla owners can now request the most sophisticated version of Tesla’s autonomous driving software, dubbed Full Self Driving or FSD, with the press of a finger. The button went live on Friday. It’s just the next feature that the company likely hopes will keep drivers flocking to Tesla’s cars,” he writes. “Next, Tesla will hold its 2021 annual meeting at the company’s new Gigafactory in Austin, Texas on October 7 at 5:30 p.m. eastern time. The choice of venue is telling. It’s Tesla’s second large U.S. manufacturing facility and the one that will be producing the Cybertruck early in 2022.”

  • Are You Dialed Into HMG Strategy?

    When I founded HMG Strategy in 2008, I had high hopes for our new and innovative business model, which rejected the traditional analyst-driven thought leadership formula and replaced it with a remarkably disruptive and incredibly valuable model based on peer-to-peer networking, in-depth research and a laser-sharp focus on career acceleration.  I’m proud and delighted to report that my hopes have been exceeded! Today, HMG Strategy is the global super-connector for modern technology leaders. We are the world's leading digital platform for connecting technology executives to reimagine, reinvent, disrupt and innovate across the business world. The HMG Strategy global network includes more than 400,000 CIOs, CTOs, CISOs, CDOs, senior business technology executives, search industry executives, venture capitalists, industry experts and world-class thought leaders.

  • As Chip Shortages Continue Plaguing Global Supply Chains, Technology Leaders Find New Ways to Reimagine and Reinvent Essential Processes

    If you’ve got $10 billion to spare, you might want to consider setting up your own chip foundry. Advanced chip factories, or “foundries” as they are called in industry, are essential to modern manufacturing. Not surprisingly, foundries have become a hot topic in recent months as chip shortages continue disrupting global supply chains “Not content with relying on standard chips that are in high demand, some of the world’s biggest tech firms are developing their own semiconductors,” writes Sam Shead of CNBC. “Apple, Amazon, Facebook, Tesla and Baidu are all shunning established chip firms and bringing certain aspects of chip development in-house, according to company announcements and media reports.”

  • Tech Firms Continue to Drive Global Financial Markets – Zoom, HPE, CrowdStrike and Broadcom to Report Earnings This Week

    Despite choppiness and uncertainty in many sectors of the economy, it’s reassuring to see technology firms driving markets and attracting investment dollars. For all of us in the industry, this represents genuinely good news, on multiple levels. “Zoom Video Communications reports its latest quarterly results on Monday evening, followed by CrowdStrike Holdings and PVH on Tuesday. Chewy, Brown-Forman, and Campbell Soup report on Wednesday, then Broadcom and Hewlett Packard Enterprise go on Thursday,” writes Nicholas Jasinski of Barron’s. “The economic data highlight of the week will be Friday’s release of August employment figures from the Bureau of Labor Statistics. Economists on average are forecasting a gain of about...

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