Salesforce looks to strengthen its AI platform — plus, a positive note for J&J

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 climbed on Monday after President Donald Trump announced a deal to end the U.S. and Iran war over the weekend. The S & P 500 was up 1.85%, on track for the index's best day since April 8. The tech-heavy Nasdaq jumped more than 3%, headed for its best session since March 31. The 30-stock Dow hit a new all-time intraday high. Oil prices fell amid expectations that the Strait of Hormuz, a crucial global shipping channel for oil and gas, will soon reopen. The agreement between the U.S. and Iran, expected to be signed on Friday, would officially bring the four-month war to an end. Monday's action follows a positive week for Wall Street , including the biggest IPO of all time in SpaceX on Friday. Shares gained 15% Monday after a 19% rise on Friday. Good to see that the additional stock supply isn't pulling down the market. Health care was one of four sectors — along with energy, real estate, and staples — sitting out the market rally on Monday. The selling in health care, real Estate, and staples was a result of investors dumping defensive stocks to buy companies with more economic sensitivity. Also, drug stocks may be moving lower after the Centers for Medicare and Medicaid Services announced a new drug-price negotiation proposal. …