Why the market is worried about Lilly's earnings but cautiously optimistic about housing stocks

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. Stocks were headed lower on Tuesday with the selloff in technology dragging down the S & P 500 by more than 1% and the Nasdaq by roughly 2%. As the market struggles with who will be the software losers from AI, the wreckage was also spilling over into private credit managers and business development companies with investments in software ...