IBM's report is compelling.  The research firm states that 3% of CIOs in EMEA have the majority of IT running in the cloud or on software-as-a-service, but over the next four years, CIOs expect this number to increase to 43%.  This is huge for this space.  Click on IBM to learn why? Curated by Kyle Brown.

Salesforce.com, inc. (NYSE: CRM) shares are rocketing higher today, trading at $147.54, up $11.73 or 8.64% after the company reported better than expected earnings last night after the bell.  CRM continues to perform well, quarter after quarter.

Hoping to ease customers' migration to the cloud, NetApp (NTAP) has released a reference architecture for deploying its storage systems as part of a Microsoft (MSFT) Hyper-V cloud system. The easier cloud companies make the migration process, the faster the adoption, the more valuable these companies become.

VMWare is making it easier for companies to adopt cloud solutions by centralizing the authentication process. Adoption rates are a key indicator of the success of cloud companies. The easier the better, the more valuable the company over time.

Google (GOOG) is planning to introduce its Chromebook line of laptops next month, a move aimed at bolstering the search engine giant’s foray into computer hardware and one that could keep cloud-computing stocks in focus. Imagine PC's designed only to use the cloud?  Coming in June.

AT&T's investment is part of its previously announced $19 billion capital budget for 2011. The company said it intends to invest in five key areas – such as enterprise mobility applications and cloud-as-a-service enhancements – while also rolling out platforms, systems and e-capabilities to automate and simplify services for business customers.  This is important as a trend to watch major telcos commit to the cloud.

It's clear that Google is a major force in both the tablet and phone market. On the tablet side, it's a distant second to Apple's wildly successful iPad franchise but its running fast in an effort to catch up. It's going to be a long hard run to catch Apple in this space. Competition is good and could drive both stocks through innovation.

The Amazon outage was caused by an improper configuration of network infrastructure components. Human error led to gigantic cloud failure and financial losses.  However, many cloud stocks continue to rise and this does not look like the end of the world for cloud investors.  Learn why by clicking on Amazon.

The move deepens NetSuite's already close relationship with Oracle. NetSuite uses the vendor's database and middleware, and Oracle CEO Larry Ellison remains a major investor in the company. Can Larry be wrong?

JMP Securities analyst Patrick Walravens on Tuesday raised his price target to 48 from 42 for RAX. He rates the stock market-outperform, or buy.  Learn why by clicking on RAX. Curated by Kyle Brown.

It’s not unreasonable for Apple to trade for 90 times earnings. In the past 12 months the company earned $20 billion. Ninety times that is $1.8 trillion.  Learn more by clicking on Apple. Curated by Kyle Brown.

The Cloud is going to be one of the biggest growth industries in the history of business. Over the next ten years, this company could grow earnings 20% per year, every year, which would get earnings per share up near $20 a share.  Throw a 15 multiple on that and you get a $300 target.

Apple, Google, and Verizon are a lock to keep making big money from the Smartphone Wars which should translate into better stock performance.  Learn why by clicking on Apple or Google. Curated by Kyle Brown.

With the release of Pervasive’s latest version of DataRush, the company can now be counted among the industry’s Big Data specialists. DataRush can process mountains of data very quickly. This advantage makes it an attractive acquisition candidate for companies like IBM, Informatica (INFA), Microstrategy (MSTR), and Oracle (ORCL). Watch for an acquisition here and the impact on several cloud computing stocks.