Why Boeing and Honeywell are rallying — plus, the AI trade gets another boost

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. Stocks are pushing higher for the second day in a row as the S & P 500 and Nasdaq make new records. Enthusiasm for the AI data center buildout continued to gain momentum, thanks to a bullish CPU market outlook from Advanced Micro Devices and Nvidia entering a multiyear commercial and technology partnership with Corning to …