octa has had a tough go, but really this was an integration story as well.r they had that acquisition. and the ceo came on, told us on "techcheck" they were having trouble. he was very candid, integrating that team into their own again, when we talk about this shift that investors are looking for maybe not just cost savings but a reacceleration story, this is where octa plays in it's up 8% after those earnings. but investors, it was so beaten down, are starting to get excited once again about some of these names. >> interesting after a long run down thanks deirdre bosa don't miss snowflake's frank slootman tonight right here on cnbc. >>> kroger shares jumping on the back of stronger results and better than expected guidance. we'll speak to the ceo about the consumer inflation and state of play in its bid to buy albertsons >>> and we have been watching crypto bank silvergate all morning long we'll tell you why it's losing half its value today ♪ icy hot pro starts working instantly. with two max-strength pain relievers. ♪ so you can rise from pain like a pro.

any stretch more on the cloud names reporting after the bell let's bring in john who says to b buy octaere are expectations going into this and whether there's any room to talk about pulling forward margin targets or ai or other things that are interesting right now? >> of course adds they say in ai, the stock will go up in that that seems to happen on everything in software carl, i think expectations right now are pretty low for salesforce this quarter at least on the top line anybody that's done any checks comes back negative. we do partner survey with over 50 partners and that's come back more negative than it's ever been at the same time, the way they guided, they guided as if it was going to be a disastrous quarter. so they may put up numbers that are pretty bad but relative to expectations they don't look bad. they could even beat the numbers on this quarter. guidance for next year is another story, i think. >> we'll keep an eye on it a huge story octa we mentioned in the intro you have a couple names where maybe directionally the checks are a little more favorably. >> both octa a