SAP

Wall Street has been quick to punish Hewlett-Packard after the computing and software giant named former SAP chief Leo Apotheker as its new CEO on Sept. 30. But if SAP's culture says anything about what HP will be like under Apotheker, it may get back to making bets on innovation.

HP shares dropped more than 3% in premarket trading Friday, a day after the company named Leo Apotheker to replace Mark Hurd as CEO. And if investors aren't impressed with the choice of the former CEO of software giant SAP to lead HP, they're really not going to like his compensation package.

In a somewhat surprising move, HP went outside its walls -- and all the way to Germany -- to find the chief executive to replace the ousted Mark Hurd. Apotheker had stepped down as CEO of German software giant SAP in 2010.

Upstart Qlik Technologies is trying to disrupt things in the business intelligence software world, and as proof of its success, the company pulled off a $112 million IPO Friday. Since opening trading at $10, the stock has seen a nice bounce. So what is Qlik, and what's it doing right?

As European markets sell off, there are bargain stocks to be found overseas. We screened for beaten-down, big-cap multinationals in the eurozone (trading on U.S. exchanges) that should benefit from currency weakness.

Enterprise software company SAP is willing to take on more large acquisitions, despite its recent $5.8 billion Sybase deal.

Cloud computing is becoming more important to every element in the tech food chain, from suppliers of infrastructure and applications to the clients who buy it. Investors will want to get in on the higher growth it's creating in the IT sector.