This industrial play has been a quiet winner in 2026. Why the stock has more room to go

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 on Wednesday are struggling to snap their two-day losing streaks. The S & P 500 climbed as much as 0.86% before reversing course and erasing its gains. The S & P 500 is slightly lower. The tech-heavy Nasdaq , meanwhile, is solidly in the red. The indexes are struggling despite oil prices continuing to drop, with U.S. benchmark WTI crude briefly dipping below $70 per barrel. The decline in energy prices is easing inflation concerns, which has helped push the 10-year Treasury yield down roughly 9 basis points. Falling oil prices and lower interest rates make for a good recipe for travel, leisure and housing-related stocks, which are leading the market in the session. We're seeing the strength reflected in Club name Home Depot's shares, which have climbed back to their highest level since April. Technology stocks were mostly lower with profit taking in semiconductors and other AI names ahead of Micron's earnings report after the bell. Club name Corning was an outlier for unclear reasons. The stock is surging roughly 7%, making it the top-performing tech name in the S & P 500 despite weakness in the theme. …