Psst! Mister. You wanna buy some cloud? Cloud computing that is. It is the wave of the future in the delivery of everything from computer software to media products to computer services. Market researcher The 451 Group estimates that revenue for infrastructure as a service, one of the two big categories of cloud computing will grow to $1.2 billion a year by 2013 from $200 million last year. Data storage in the cloud, the other big cloud computing segment, will see revenue climb to $1.7 billion in 2013 from $150 million in 2009, the group estimates.

At certain points in the economic cycle, simple trading strategies rule and investors prefer boring companies that churn out regular cash flow. This type of investment makes sense to them over all the exciting stocks to buy that turn out more glamorous products. I probably don't need to tell you that the present market is one of those points, as investors look for low risk investments. And so in that vein let me tell you about one of my model's top stocks for this month: AVX Corp. (AVX), a manufacturer of electronic components based in Myrtle Beach, S.C.

Despite the market crashing around our ears in the last few weeks, the seeds for the next market surge are already being planted in the fertile intellectual soil of Silicon Valley. Simple trading strategies are often the best for your portfolio -- and right now as retirement investors look for a safe place to put their money right now, they need only to observe which areas of the broader economy are seeing growth.

After the markets closed yesterday, Dell Computer Inc. (NASDAQ: DELL) announced that the company had recorded a $100 million liability in its first fiscal quarter of 2011, ended April 30, 2010, "to establish a reserve for the potential settlement by the company of the previously reported SEC investigation." The investigation began in 2005 and is believed to be tied to an investigation into anti-competitive practices by Intel Corp. (NASDAQ: INTC). The SEC action against Intel alleges that the chip maker broke anti-trust laws by offering large cash rebates to computer makers that used its processors. The alleged rebates were supposedly paid to stem computer maker purchases of chips from Intel rival Advanced Micro Devices, Inc. (NYSE: AMD).

Online TV show repository Hulu is coming to Micrsoft's (MSFT) Xbox 360 and Apple Inc.'s (AAPL) iPad in addition to other consumer electronic devices according to a report from Reuters. The spread of the web video joint venture owned by News Corp (NWS), General Electric (GE) subsidiary NBC Universal and Walt Disney (DI) owned network ABC, will coincide with its shift to a subscription pay model according to Reuters' two unnamed sources. Hulu has been purely advertisement supported since its launch in 2008, a business model that earned the website an estimated $100 million in fiscal year 2009.

Last week, Apple Inc. (AAPL) reported that their iPad tablet computer has already passed 2 million in sales not even two full months after its April release. While the tablet's success is sure to please the technology giant's fervent fan base, the best news is for Apple stock shareholders. As of this morning's opening bell, AAPL stock was up over 20% year-to-date.

In its first quarter earnings report, Yahoo! Inc. (NASDAQ: YHOO) ticked off all the deals and buyouts it had made in the first quarter of the year. In the five weeks since then, the company has kept itself busy with even more deals.

Back in our February Apple iPad survey report we found "The pre-launch demand for the new iPad is greater than the pre-launch demand for the original iPhone." It wasn't surprising, therefore, when in early May Apple announced 1 million iPads sold in the first month -- and reported that sales had outpaced those of the original iPhone

Software spending is showing more strength than in any previous ChangeWave business software survey of the past 34 months. Moreover, this is the sixth consecutive survey in which spending has registered an improvement.

Wireless provider Verizon (VZ) has been beating AT&T (T) for months in terms of customer satisfaction and loyalty. But a new survey by ChangeWave Research shows dropped calls are a growing problem for T stock. Even Sprint Nextel (S) and T-Mobile -- a subsidiary of Deutsche Telecom (DT) -- could see gains as customers think of leaving AT&T.

Recent ChangeWave surveys have shown a huge spike in consumer demand for the Google (GOOG) Android operating system, with Motorola (MOT) and HTC benefiting most.

Tech giant Cisco (CSCO) broke out the hyperboles today with the announcement of its CRS-3 Carrier Routing System -- billing it as "the next-generation Internet." While some companies like Juniper Networks (JNPR), 3Com (COMS) and Brocade Communications (BRCD) may see a bit more business from the launch of this piece of high-speed computing hardware, this is hardly a game changer.

A ChangeWave survey offers key evidence that the Apple iPad will have a major impact on the e-Reader, laptop and home entertainment markets.

An upgrade to one of Nintendo's most successful consoles could permanently shut the iPad out of the gaming market.

PALM reduced its full-year revenue outlook to "well below" previous targets of $1.6 billion to $1.8 billion due to weak smart phone sales. That's not news to ChangeWave, which predicted this trend in a December report.

If customer satisfaction is any indication, the Android OS could quickly become one of the most widely distributed operating systems in the industry.