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. Market update : Stocks are higher on Monday, overcoming a soft open. But once again, the largest companies are driving the action, with the market-weighted S & P 500 outperforming the Invesco S & P 500 Equal Weight ETF . The data center trade got a boost after Nvidia and OpenAI announced a massive strategic partnership to build and deploy at least 10 gigawatts of AI data centers with Nvidia systems. Nvidia is investing up to $100 billion in OpenAI to support the partnership, and this agreement is adding runway to the AI technology and AI infrastructure trade, which includes industrial names Eaton and GE Vernova . Nike to

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