It's a good day to own cloud software stocks, as SAP/SuccessFactors helps stoke a frenzy of buying (I, II, III). A few more names surging on the news: KNXA +13.7%. SABA +13.9% CSOD +9.5%. CTCT +5.3%. ARBA +11.4%. TNGO +5.1%. Some traditional business software firms previously linked to takeover chatter are also up strongly: TIBX +6.2%. CTXS +5.4%. INFA +4.5%. MSTR +6.9%.