Biggest winner of the amended Microsoft-OpenAI deal — plus, mixed news for Eli Lilly

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 were drifting higher following an initial sluggish start to the week. Some semis and other AI infrastructure stocks were giving back some gains after their historic rallies and parabolic moves, but Nvidia is on pace for a record close . …