Kroger Cuts Sales Forecast, Oracle Gains | Stock Movers

- EXCELLENT! Today's market crate smelled like noodles — until I opened it. Kroger trimmed its sales forecast because everyone's fighting over grocery money, which is corporate for "people still eat, just cheaper." That's not fair! Meanwhile Oracle is up big because its cloud revenue beat expectations on "strong AI demand" — which I believe means companies are paying rent to a very large calculator and calling it strategy. RH also beat earnings despite weak housing, proving couches sell even when futures don't. Does anyone have a normal cable? No — everyone has "synergy," a word that's survived a thousand years and still means nothing. We didn't do it like that in Old Beijing: a delivery was a delivery, no quarterly guidance attached. My oddly confused-but-accurate take: the AI money isn't in the robots, it's in whoever charges the robots rent. Oracle knew that. Somewhere a hash manifest gets stamped and the relay window pays out. It's a delivery — and this one arrived early.