Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch â an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets are solidly higher , with the S & P 500 trying to have its first three-session win streak since late January. The market moved off its best levels of the session following the release of the Fed minutes from the January meeting. Sector rotation remains the big theme, with investors adding to energy, technology, consumer discretionary, materials, and financials while selling real estate, utilities, and consumer staples. Energy stocks rose alongside oil prices due to concerns about rising tensions in Iran, but the main driver of this cyclical tilt was more positive economic surprises. On Wednesday, new orders for manufactured durable goods, excluding transportation, in December increased 0.9%, beating estimates of a 0.3% increase. Also, January industrial production rose 0.7% month over month, exceeding economic forecasts for a 0.4% increase. Alphabet announced that Lyria 3 , its latest generative music model, will be available in its Gemini app. With this new feature, users can describe any song idea, upload photos and videos, and Gemini will generate a 30-second track with custom cover art. This further demonstrates how Alphabet’s frontier AI tools are driving deeper engagement across its entire product ecosystem. We’ve mentioned before that AI queries are driving increased use of the already popular Google Search. But now, with Lyria 3, Alphabet is improving the quality of YouTube Shorts soundtracks, potentially encouraging creators to post more on the platform than on other short-form video platforms like TikTok and Meta’s Instagram Reels. After the closing bell on Wednesday, DoorDash , Carvana , Occidental Petroleum , Figma , Blue Owl Capital , and Molson Coors Beverage report quarterly earnings. Before the opening bell on Thursday, Walmart , Quanta Services , Deere , and Wayfair report results. (See here for a full list of the stocks in Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.