4 portfolio stocks tied to tariff-risk jump — plus, mixed signals about another

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: Stocks were mostly lower to start the week. Initially, the market got a boost from the big drop in Treasury yields, but the bond price rally, which pushes yields down, cooled off as the day progressed. The 10-year Treasury yield was still down on the session but back above 4.30%.

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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