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: The S & P 500 was roughly unchanged on Thursday, but there’s a significant market rotation happening underneath the surface. Many technology winners and other artificial intelligence beneficiaries that powered 2025’s market rally were selling off, and money was flowing into other sectors and stocks that trailed last year. Case in point: GE Vernova shares were down nearly 6% in afternoon trading. The company, which makes natural gas turbines used to power data centers, was the portfolio’s top performer in 2025, securing a gain of nearly 99%. Cybersecurity : CrowdStrike said Thursday that it is buying identity management startup SGNL in a $740 million deal. The acquisition, which is expected to close in the spring, will help CrowdStrike’s Falcon cloud security platform better manage human and AI identity access requests. In a CNBC interview , CrowdStrike CEO George Kurtz said the purchase presents a
