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. A relief rally was unfolding across the market, with fears about Anthropic’s Claude disrupting software and AI creating economic mayhem taking a back seat for the day. The artificial intelligence startup hosted an enterprise agents event on Tuesday, with investors watching closely to see which industry it might disrupt next. At the event, Anthropic announced new updates to Claude Cowork that integrate its productivity tool into various enterprise apps. This idea of Anthropic partnering with software companies – and not replacing it outright – sparked the rally. While it’s a nice sigh of relief for now, we caution that this is far from an all-clear signal. Claude Cowork is different from Claude Code, which is viewed as the main disruptor. Two companies in the portfolio announced dividend boosts . Home Depot raised its quarterly dividend by 1.3% to $2.33 per share, or $9.32 over a full year. The stock’s new dividend yield is about 2.4% when factoring in Tuesday’s nearly 2% post-earnings bump. The other was Linde, which increased its quarterly dividend by 7% to $1.60 per share, or $6.40 annually. The move puts the dividend yield at about 1.28%. Shares of this industrial gas giant continued their hot streak. Even with the recent market volatility, Linde was riding a ten-session win streak and on pace Tuesday to make 11 straight. Despite our 1 rating on Linde, we’re not sure we would chase anything that’s been up this many days in a row. Maybe wait for it cool off a bit. However, it’s important to realize the reason for this strength. Linde is the quintessential
