Red-hot Arm Holdings soars to another all-time high. What's fueling the move this time?

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 and Nasdaq powered higher on Thursday, with both indexes touching all-time highs during the session. Helping fuel the gains, Axios reported that the U.S. and Iran agreed to a memorandum of understanding to keep their ceasefire going and begin talks on Tehran's nuclear program. While welcoming these encouraging headlines on the war, this is hardly an all-clear sign. It was only a few hours ago that we were reading about the U.S. and Iran trading airstrikes , causing a spike in oil prices. Following the news, oil has basically turned flat on the day. Some of our best portfolio stocks are CrowdStrike and Palo Alto Networks . These two cybersecurity providers were unfairly dragged down Wednesday in sympathy with peer ZScaler 's earnings blowup. We wrote that their declines weren't cause for concern , and we're now seeing the buyers step in. CrowdStrike and Palo Alto were each up roughly 4%. Another mover that caught our eye: Microsoft , which gained more than 3.5% on the session and has now erased all its late April post-earnings losses . The Information, a tech-focused publication, reported Microsoft will debut a new coding model next week at its Build developer conference . …