Can the S&P 500 hold on for a 7th weekly gain? Plus, Friday's best and worst stocks

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 pulled back on Friday, but the S & P 500 is still on pace for its seventh straight positive week. The market moved lower in response to a huge bond selloff, which pushed the 10-year Treasury yield to roughly 4.6%. The 30-year Treasury yield topped 5.1%, its highest level since last May. Bond prices and yields move inversely. Oil climbed, with West Texas Intermediate crude pushing back above $105 per barrel. The rise in market interest rates, reflected in bond yields, and rising oil prices was a catalyst for profit-taking across the red-hot AI trade, with stocks like portfolio names Arm Holdings , Nvidia, Qnity Electronics, Broadcom , Corning, and Eaton giving back recent gains. The five biggest gainers in the portfolio this week were Palo Alto Networks, CrowdStrike , Qnity, Nvidia , and Cardinal Health . Our cybersecurity names were big winners after the market realized AI is an accelerant to their industry, not a replacement. A blog post published by Palo Alto Networks on Wednesday estimated that organizations have three to five months to take action now before AI-driven exploits become the new norm. Qnity had a great week after reporting a strong beat and raise . Nvidia made a new record high on Thursday due to enthusiasm for AI spending. …