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. Markets: The S & P 500 is on track for its seventh straight positive session, extending its run to record highs to kick off the new trading week. The tech-heavy Nasdaq also is higher, while the Dow Jones Industrial Average was slightly negative. The AI trade is leading Monday's gains following news that OpenAI and AMD have entered into a major multiyear partnership. The market's initial reaction was to sell Club names Nvidia and Broadcom on this news, but we don't see the tie-up as a major threat to either company. Both Nvidia and Broadcom have relationships with OpenAI, which is racing to secure as much computing power

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