3 Cloud Software Companies Poised To Surge

By Cameron Kaine:As a long-time Cisco (CSCO) shareholder, I have always had an appreciation for networking companies - one of the biggest sub-groups in the technology sector. However, as with anything else, not all networking firms are the same. For this reason it is important that investors seek to separate the good ones from the bad.

By Cameron Kaine:As the technological shift starts to unfold and fully embrace the idea of the cloud, it becomes critical for investors to start their due diligence process to prepare for this transition. In other words, knowing which ideas will thrive for a chance at producing solid market-beating performances. If we learned anything at all from the tech bubble it was that, not every idea was going to work.

By Cameron Kaine:In the stock market, there are events such as in sports that investors take for granted. There are certain companies that have become, in essence, the New England Patriots or the New York Yankees - that is to say, they have developed a level of consistency to the degree where they have become boring or perhaps even routine. IBM (IBM) has long been in that category.

By Wall Street Wisdom:The cloud computing market is expected to grow to $177 billion over the next two years, and in turn, many companies will be looking to capitalize from this bubble. For those unfamiliar, cloud computing is the use of computing resources (hardware and software) that are delivered as a service over a network (typically the Internet).

By Stock Croc:Oracle (ORCL) has played catch-up in the cloud services arena for the past two years, but Larry Ellison keeps acquiring the right company at the right time.

Oracle reports its earnings tomorrow and one thing everyone will be listening for is progress with Oracle's cloud. The cloud has been the subject of a lot of Ellison's smack talk in recent months and many billions of dollars in acquisitions, including one last week, Nimbula.

Oracle this week explained its plans to push into the $72 billion cloud-computing market.

By Follow My Alpha: It’s clear that not all U.S. economic sectors are recovering equally, so it’s time to focus on doing more with less. Perhaps sector performance will be even more lopsided now with the recent downgrade of US debt. So what sector isn’t in shambles right now? Technology, specifically U.S. software.