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 sold off from its record high on Friday, and the Nasdaq and 30-stock Dow were also lower. The AI trade led to the downside after earnings from server maker Dell and custom-chip provider Marvell Technology disappointed, while Club name Nvidia continued it post-earnings volatility with a more than 3% decline. Softer than expected consumer sentiment data at 10 a.m. ET added to the market's losses, although one-year inflation expectations came down too. Deals: Dupont announced Friday that it has reached an agreement with Arclin — owned by the private-equity firm TJC — to sell its Aramids business in a

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