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Plus, profit-taking hits cyber stocks Published Fri, Sep 18 2026 2:32 PM EDT Jeff Marks @jeffmarkscnbc 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 moving lower on Friday. While the oil markets are relatively muted, Treasurys are selling off, and the 10-year yield is back at the key psychological level of 5%. Artificial intelligence stocks were mostly a bright spot, capping off what's been a volatile week for the group as the market tried to figure out what this "pace the frontier" debate means for the group. AI industrial stocks like Eaton and GE Vernova were both higher — both Club names had positive things to say at investor conferences this week. Meanwhile, Broadcom , Micron and Qnity Electronics are higher within the semiconductor complex, but Intel is a little lower after a 12% rally between Wednesday and Thursday pushed the stock to its highest level since early July. Nvidia is basically flat. Cybersecurity stocks Palo Alto Networks and CrowdStrike , which were big outperformers at the start of the week due to mounting AI safety concerns, were met with profit-taking on Friday. It has been quiet on the DuPont front lately, as management did not participate in this week's round of investor conference, but analysts at Wells Fargo published a note on Thursday maintaining their buy-equivalent overweight rating and reiterating their $166 price target. The analysts said any potential impact from the war in the Middle East "appears manageable," with the region representing about 4% of total sales and the company working to offset oil and gas inflation through higher pricing. Wells made a few tweaks to its model, lowering its third quarter EBITDA (earnings before interest, taxes, depreciation and amortization) estimate by $18 million and raising its fourth quarter estimate by $17 million — essentially a wash. DuPont shares have dropped about 13% since Aug. 5, a pullback that looks similar to many other industrials. Rising oil prices and interest rates have weighed on the sector. We feel better about DuPont's ability to navigate its conflict-related headwinds based on the Wells Fargo note, but we're holding off from putting more capital into this position until we start to see progress towards a resolution in the war. There are a few notable earning reports next week. Within the portfolio, Costco reports after the closing bell on Thursday. If recent history is a guide, Costco's earnings probably won't be a positive catalyst. Despite a usual beat on earnings, the stock has dropped on seven of the past eight earnings release. It's been a rough few months for Costco after closing at a record high on May 19, down over 18% in that stretch. Shares have weakened further since late August along with a bunch of other consumer stocks. Other notable reports are from AutoZone , KB Home , Cintas , Paychex , General Mills , Cracker Barrel , and Darden Restaurants . On the data side, there is S & P Global US Manufacturing and Services PMI, weekly jobless claims, new home sales, durable goods orders, and University of Michigan consumer sentiment and 1-year inflation expectations. (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. More In Homestretch Intel and Micron lead our portfolio higher, and J&J strengthens our case for owning it Alexa LoMonaco Fed delivers its first hike in 3 years. Plus, what's moving Starbucks and GE Vernova Jeff Marks Wells Fargo sees improvement in a key metric — plus, Lilly gets praise beyond GLP-1s Jeff Marks Read More
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