Apple faces increased competition in the consumer-cloud arena from the likes of Amazon.com, which recently launched a cloud-based locker and player for music, and Google, which has serious designs on both music and e-books. See who's likely to win the war by clicking on Apple, hint, hint. Curated by Kyle Brown.

Microsoft has the best chance to move the most users to the cloud of anyone in the application space.  It's embedded user base of Office customers is massive.

As Amazon winds down its spending and has, presumably, a strong 2011 holiday season, the stock could head way beyond targets in the first quarter or two of 2012. Learn alot from this in depth article written for serious investors. Click on Amazon. Curated by Kyle Brown.

Chip start-up Tabula raised $108 million last month, one of the biggest funding rounds in history for a semiconductor company.

Despite recent high-profile cloud outages at Amazon.com and Sony, investor enthusiasm for cloud computing stocks remains strong. Learn why by clicking on Amazon. Curated by Kyle Brown.

Apple's upcoming release of a new cloud strategy originated with the code name Castle.  Not that in and of itself that will make you any money directly, but owning Apple stock for the long haul might be a good move.  Apple does very well with each new iThing over time. Click on Apple to learn more about this major commitment inside Apple to improve its cloud presence. Curated by Kyle Brown.

Cloud computing is big and going to get bigger if the EMC study is correct.  Just look at Microsofts own predictions: Microsoft said last year that the global cloud computing market will be worth more than $70 billion by 2015.  It's going to affect everyone and their stocks.

iMac, iPod, iPad, iCloud?  If true, this could be another big marketing opportunity for Apple and its fans and raise all boats connected to the cloud space as the Apple marketing machine makes the cloud as ubiquitous as the iPod.

Shares of enterprise and cloud-computing software specialist Citrix Systems (CTXS) are on cloud nine today, soaring as much as 11.7% on heavy volume with an eye to continued gains. Learn more about this positive news by clicking on Citrix. Curated by Kyle Brown.

RightNow is making all the right moves to grow the company, grow revenue, and to grow EPS.  The CEO is on the right track right now.  Learn more by clicking on RightNow, right now! Curated by Kyle Brown.

Thanks to mobile computing, inflexible IT infrastructure no longer hampers innovation. For example, when a business has a new idea, it doesn’t have to invest thousands of dollars in servers to handle the orders, or email servers for its employees. It can simply buy cloud space and test innovations at a fraction of the cost.

Apple's customers -- yours truly, in particular -- are becoming increasingly comfortable with streaming and browser-based apps. Both models could render downloads and installed software obsolete, and in the process threaten iTunes and the Mac OS. Not acting isn't an option.  Watch this trend carefully as it may impact a large number of stocks in the software space.  Learn how it could affect you.