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 . Meanwhile, oil prices and Treasury yields inched higher, signaling that uncertainty about the Strait of Hormuz reopening continues in the background. One part of the Microsoft-OpenAI amended agreement that was announced on Monday was that OpenAI can now serve all its products to customers across any cloud provider. Our first read was that this news would be positive for Amazon Web Services, even though Amazon 's stock wasn't doing much. To be fair, Amazon is up 26% this month, so a down day after a big move should be expected. Still, it was great to get Amazon CEO Andy Jassy's thoughts on the news through his post on the social media platform X: "Very interesting announcement from OpenAI this morning. We're excited to make OpenAI's models available directly to customers on Bedrock in the coming weeks, alongside the upcoming Stateful Runtime Environment. With this, builders will have even more choices to pick the right model for the right job. …