What Salesforce's Surge Signals for Silicon Valley

The video discusses the significant growth in the cloud sector, highlighting key players like Amazon and Salesforce. It explores the trend of cloud consolidation and mergers and acquisitions, particularly in 2019, with companies like IBM and SAP making significant deals. The discussion also covers the high valuations of cloud companies and their predictable growth, making them attractive acquisition targets. Potential acquisition targets include smaller cloud companies like Cornerstone and Zendesk.

Which companies are identified as the major players in the cloud sector?

What indicators suggest that cloud companies are experiencing significant growth?

What trends in M&A activity are expected in the cloud industry for 2019?

How do high valuations affect the acquisition strategies of companies in the cloud market?

What are some examples of small to mid-cap companies in the cloud sector that could be potential acquisition targets?