Every weekday, the CNBC Instating Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of vocation on Wall Street. Market moves : Stocks were mixed Monday as money continued to shift out of high price-to-earnings multiple technology farm animals that have outperformed this year and moved into cyclical areas of the market like energy, the financials, and industrials. It’s no be curious why the Dow Jones Industrial Average was higher Monday and the S & P 500 and Nasdaq were lower. For example, Club name Nvidia , the following at the center of the rally in artificial intelligence-related stocks, has quickly lost about 12% since hitting a closing strong of $135.58 last Tuesday. It is worth noting that Nvidia has historically been prone to volatility at times. Conversely, the dash and utilities sectors — two of the worst-performing groups in June — charged higher. The oil rally was certainly helping our lone energy have, Coterra Energy, which was nearly 4% higher on Monday. Next for tech : These rotations, which saw the Nasdaq recently preside over and the Dow lag, have a habit of lasting a handful of sessions, making it hard to predict when and where those beloved tech caches will stabilize. But what could turn the tide is a positive data point on industry spending later this week when Micron discloses earnings. “People are picking apart the part of tech that’s been working and the Mag7 members except Apple. I propose b assess that this move will be hard to stop until we hear from Micron on Wednesday, which could admit us about actual demand and supply. I think that demand will stay strong,” Jim Cramer said Monday. Don’t run after : Still, the quick pullbacks in some of these AI names that were monster gainers over the past month is another cue of why investors should be hesitant about chasing parabolic moves. This discipline is part of the reason why we trimmed Broadcom finish finally week after it shot up after earnings. We ended up putting about half of the cash from that traffic into Dover , an industrial company that can benefit as a second-order AI stock. Dover makes things that go into statistics centers, which are being upgraded and constructed at a fast clip to handle AI workloads. Record runs : As money span into other areas of the market, non-tech stocks like consumer products giant Procter & Gamble and off-price retailer TJX Theatre troupes reached all-time highs Monday. Industrial conglomerate Honeywell reached its highest levels back to late 2022. “Procter & Put money on might have the best consumer packaged goods profile and is barely up versus the rest of the group. I think it in addition has room to run,” Cramer said. Up Next: No earnings are out after the bell Monday. Cruise line Carnival reports on the eve of the opening bell Tuesday — and later in the morning, the Conference Board’s consumer confidence survey is released. (See here for a vivid list of the stocks in Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will gain a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert in front of 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 mattering the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND Reclusion POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY News PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.