Johnson & Johnson reaches a milestone for one of its most exciting pipeline products

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets are climbing to new record highs , and the AI infrastructure buildout theme is leading the charge once again. Unlike Monday's market pullback, oil prices and interest rates aren't getting in the way of a rally. With no new escalations in the Middle East conflict, U.S. oil standard West Texas Intermediate crude is down about 4% on Tuesday; the benchmark 10-year Treasury yield is slightly lower. Red-hot chipmakers Intel , SanDisk and Micron are seeing double-digit percentage gains, powering the overall strong day for technology stocks. While we don't own those three companies, many of our AI stocks traded up nicely, including Broadcom , Arm Holdings , Qnity Electronics and Corning . Amazon , Broadcom, Alphabet , and Qnity all hit new 52-weeks highs in the session. The top-performing sector in the S & P 500 on Tuesday is actually materials, with Club name DuPont the biggest mover in the group thanks to its strong earnings report . Johnson & Johnson announced on Tuesday that its investigational Ottava robotic surgery system has achieved a critical milestone. In its first clinical study evaluating the safety and performance of the system in Roux-en-Y gastric bypass procedures, Ottava met its primary endpoints through 30 days post-procedure. …