Every weekday, Jim Cramer’s CNBC Investment Club releases the Homestretch, a practical afternoon update to coincide with the last hour of trading on Wall Street. The Dow, S&P 500 and Nasdaq rose in afternoon trading Tuesday after bouncing back and forth earlier in the session. As concerns persist that artificial intelligence will harm business, the usual suspects have come under fire again these days: enterprise software. Salesforce fell more than 3%, while CrowdStrike and Palo Alto Networks fell more than 4.5% and 2%, respectively. We can’t defend Salesforce here, just hold it. But as we have said repeatedly, our cybersecurity names should not be painted with the same brush. Palo Alto Networks will report its financial results after the close of trading on Tuesday. I have previously stated that I would consider purchasing more CrowdStrike if the stock price falls significantly. Apple stock rose more than 3.5%, making it the club’s biggest winner on Tuesday. The tech giant is planning a showcase next month where its latest low-cost iPhones will be unveiled. Jim Cramer has long said, and he said it again this weekend, that Apple is the biggest winner of AI disruption because it piggybacks on Alphabet without sacrificing free cash flow for capital expenditures. I bought more Alphabet on Tuesday as the stock continued to fall. Investors who sell shares in Google’s parent company are short-sighted. True, Alphabet’s capital spending plans have increased significantly, but as the latest earnings report showed, the AI push is paying off. ValueAct has acquired a stake in BlackRock, and the hedge fund’s investment rationale piqued our interest. Co-CEO Mason Morfit made this position clear on the podcast “The Master Investor” with CNBC contributor Wilfred Frost, arguing that BlackRock is uniquely positioned to lead in investment management software with its Aladdin platform, which is used across the investment industry for things like risk management and trade execution. As AI technology matures, Morfit said Aladdin could help automate investment decisions and manage portfolios “much better, faster and cheaper than humans could do.” With this type of technology offering, BlackRock’s reputation exceeds that of the leading exchange-traded fund managers with the iShares family of funds. “It was already an apex predator,” Morfitt said in the episode released Tuesday. “But by putting software DNA into a dinosaur’s body, it becomes even more powerful.” The rationale for ValueAct’s position caught our attention because it highlights how BlackRock is repositioning itself at a time when ETF fees are under competitive pressure. This is also done through a series of transactions in the increasingly popular private credit sector. For example, BlackRock last year completed a $12 billion acquisition of private credit manager HPS Investment Partners. On the technology side, BlackRock’s acquisition of private market data provider Preqin, while not expensive, further demonstrates its technology capabilities. All of this allows the company to diversify its revenue and take advantage of a rapidly growing market with higher fees. In 2025, BlackRock’s technology division, home to Aladdin and Preqin’s revenue, totaled just under $2 billion, accounting for about 8% of companywide revenue. BlackRock shares fell slightly on Tuesday, down less than 1% since the beginning of the year. At the Barclays industry conference, Dover CEO Richard Tobin said Tuesday that the company is seeing orders accelerate into 2026, a trend not seen at the same time last year. This gives us confidence in our 2026 structure. By business, Tobin believes the clean energy division’s fuel solutions business is about to enter a three-year upcycle. Dover is also proactive in its climate and sustainability business, investing in brazed plate heat exchangers to meet data center-related demands. Asked about the segment he’s most concerned about, Tobin said it’s the automotive aftermarket business. He doesn’t expect sales to fall this year, but acknowledged the business is being leveraged into the struggling European market. Released after the final bell on Tuesday is the first of two earnings reports for the club name. The aforementioned Palo Alto Networks will be the main event for us. (Texas Roadhouse opens later this week.) Palo Alto CEO Nikesh Arora will have a chance to counter concerns that AI will take market share away from cybersecurity providers. We also want to know more about the company’s announcement Tuesday morning that it plans to acquire Rio, an agent endpoint startup. Also on Tuesday afternoon, earnings will be released from Cadence Design Systems, Devon Energy, Kenvue and Toll Brothers. Economic topics will be the focus on Wednesdays, with housing starts and industrial production statistics released in the morning, and the latest minutes of the Federal Reserve Board meeting in the afternoon. Correction: This article has been updated to reflect that Dover’s CEO is Richard Tobin. (See here for a complete list of Jim Cramer Charitable Trust stocks.) As a subscriber to Jim Cramer’s CNBC Investment Club, you will receive trade alerts before Jim makes a trade. After Jim sends a trade alert, he waits 45 minutes before buying or selling stocks in his charitable trust’s portfolio. If Jim talks about a stock on CNBC TV, he will issue a trade alert and then wait 72 hours before executing the trade. The above investment club information is subject to our Terms of Use and Privacy Policy, along with our disclaimer. 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