As AI-related stocks dive, the market's winners have one thing in common

Key points

• 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 are falling hard on Friday, likely putting an end to the S & P 500 's 9-week win streak.
• After driving the market's gains for the past several months, technology and AI infrastructure stocks sold off sharply, sending the Nasdaq down about 3% and marking its worst day since October.
• The AI trade started to wobble on Thursday after Broadcom failed to raise its 2026 and 2027 AI semiconductor revenue outlook.
• (We still think the company is being conservative.) The S & P 500 declined by about 2% on Friday, as weakness in the tech sector (which accounts for almost 40% of the index excluding Amazon, Alphabet, Meta Platforms, and Tesla) was partially offset by solid gains in staples, health...