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: Stocks were selling off to close the week after President Donald Trump threatened a "massive" tariff increase on China amid a dispute over rare earth minerals. Over the summer, Trump cautioned that he would place steeper tariffs on China if it curbed exports of rare earth magnets. This announcement, however, still surprised the market because trade relations appeared to have improved in recent months. There are a few reasons why the magnitude of this decline was so sharp. The president's warning gave investors a reason to take profits in AI-related names that have soared over the past few weeks. Also, it is Frid

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