Street note lifts cybersecurity stocks, supports our call to own two names in sector

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. Bonds in the driver's seat: Stocks are taking a breather Monday. A pullback this week would end the S & P 500 's 6-week winning streak, its longest of the year. Up against the market was another big sell-off in Treasuries, with the yield on the 10-year rising roughly 10 basis points to 4.17%.

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.

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CNBC Investing Club Recap: Wall Street Mixed, Nvidia Rallies, Micron Earnings AheadWall Street saw mixed performance on Wednesday, with the S&P 500 hovering near flat. Despite downgrades and market overbought conditions, Nvidia shares surged after a Barron's report on CEO stock trades. The club trimmed Meta Platforms, Danaher, and Alphabet holdings. Micron reports earnings tonight, offering insights into consumer electronics demand and AI chip inventory.
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Rising bond yields whack stocks, again. But our second-biggest holding hits new highThe Investing Club holds its 'Morning Meeting' every weekday at 10:20 a.m. ET.
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