Software stocks stage a comeback. Plus, why Boeing's CEO going to China matters

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. The S & P 500 is retreating from record highs Thursday, and the losses picked up steam in the afternoon after The Wall Street Journal reported Saudi Arabia and Kuwait lifted restrictions on U.S. military use of their bases and airspace. The news added to uncertainty surrounding negotiations between the U.S. …