Every weekday the CNBC Investing Club with Jim Cramer releases the Homestretch audio feature in time for the last hour of trading on Wall Street. Here’s today’s edition. Stocks are modestly lower today, giving back some gains from last week. Fed Governor Christopher Waller said he expects rate cuts this year as long as inflation doesn’t rebound and stay elevated, but the market may be ahead of itself around the timing and number of cuts. A story on Bloomberg today talks about what Alphabet ‘s CFO Ruth Porat recently learned about AI and healthcare. In an interview at Davos today, she shared that the company’s AI was able to help detect early metastatic breast cancer. She said she called her oncologist afterward to better understand what AI can do for healthcare. The story within the story here is how important AI is for a company like GE Healthcare. As AI and software become integrated into its equipment, it should lead to a new refresh cycle. Jim Cramer said is looking for stocks that have fallen after a big run but whose fundamentals are improving, like GE Healthcare . Looking at individual movers in the portfolio Tuesday, Nvidia is up as semis are roaring today, a bright spot in an otherwise rough tape. Shares of Palo Alto are higher after Morgan Stanley ups its price target to $395 from $375 today on positive checks that indicated a pickup in demand. Disney shares are up after a report came out that ESPN is in talk with the NFL about giving the league an equity stake. Danaher is rebounding after a tough end to week last week following its update at the JPMorgan Healthcare conference. And TJX Companies made a new all-time high today after Morgan Stanley raises its price target to $116 from $101. On the downside, Foot Locker and Estee Lauder are struggling retail names that rallied hard at the end of 2023. Bank stock Morgan Stanley is down despite a better-than-expected quarter this morning, ends a trough year for them. DuPont is lower after a double…
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