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 headed lower on Tuesday with the selloff in technology dragging down the S & P 500 by more than 1% and the Nasdaq by roughly 2%. As the market struggles with who will be the software losers from AI, the wreckage was also spilling over into private credit managers and business development companies with investments in software companies. That’s why stocks of many financials, including Blue Owl Capital , KKR , Apollo Global Management , and even portfolio name BlackRock were falling Tuesday. Club stock Nvidia dropped more than 3% on Tuesday, keeping its performance about flat over the past six months. Jim Cramer’s interview with Nvidia CEO Jensen Huang will air on “Mad Money” at 6 p.m. ET. During the conversation, Jim asked Jensen about all the reports about the fraying relationship between Nvidia and OpenAI. Jensen refuted the rumors, telling Jim, “There’s no controversy at all. It’s complete nonsense. We love working with OpenAI.” Tune in later to see the full conversation. Eli Lilly shares fell nearly 4% ahead of the American drugmaker’s Wednesday morning earnings. The reason was GLP-1 rival Novo Nordisk ‘s disappointing guidance for 2026 . For its part, stock in the Danish drugmaker dropped more than 15% after the company said it expects both adjusted sales and adjusted operating profits to decline 5% to 13% year over year. Despite expecting the global GLP-1 market to expand and volumes to grow this year, Novo’s weak forecast was driven by an expected sales decline in its U.S. business, which is coming under pressure due to lower realized prices from its so-called Most Favored Nations agreement with the United States. It also said that it is facing “intensifying competition” in the U.S., suggesting it is still losing market share to Lilly. The big question heading into earnings season for Lilly and Novo is whether increased volumes through expanded patient access will be enough to offset the decline in prices. CEO David Ricks said in an interview with CNBC last week that he thinks the dynamic will create a “positive balance for us,” but he also hedged and said “time will tell.” We’ll get a better picture of Eli Lilly’s pricing and volume trends before Wednesday’s opening bell. But the stock’s slide in Tuesday’s session shows the market was starting to brace for some disappointment. Housing-related stocks rallied on a report that could make buying entry-level homes more affordable. According to Bloomberg, a group of companies, including Lennar and Taylor Morrison Home are working on a pathway to ownership program involving private investors. The story said a White House official told Bloomberg that the Trump administration is not actively considering the plan, making it way too early to suggest something could happen soon. Still, finding ways to make home ownership more affordable has become a Trump priority. Reviving the dormant housing market would have positive implications across the economy, but Home Depot would be the largest beneficiary in our portfolio. Shares were up nearly 1% despite the broader market decline. Up next after Tuesday’s close are earnings from Advanced Micro Devices , Super Micro, Chipotle, Enphase Energy, Amgen, Amcor, Prudential Financial, Mondelez, and Corteva. In addition to Eli Lilly, the key reports before the opening bell on Wednesday are from GE Healthcare, Uber, Boston Scientific, Johnson Controls, AbbVie, Bunge, and Fortive. (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.