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 are higher to start the trading week in what’s been a mostly quiet session as investors await details on the U.S.-China trade talks in London. The gains follow a strong rally on Friday in reaction to the better-than-expected May nonfarm payrolls report. There’s a little bit of a rotation happening under the hood, with some lagging value-oriented stocks playing catch-up. Stocks like Dover , DuPont , and Bristol Myers Squibb were some notable outperforms in the portfolio. But others that have better momentum or are relative winners this year — such as Club holdings GE Vernova , Eaton , TJX Companies and Broadcom — pulled back slightly. Deal closed: Club name Honeywell completed its acquisition of Sundyne, which makes pumps and compressors used in various industries including oil and gas and power generation . The $2.16 billion, all-cash deal was first announced in March. In the grand scheme of things for Honeywell, it’s a small move — but certainly an interesting one. For starters, Honeywell expects Sundyne will immediately start contributing to top-line growth and the margin profile of its Energy and Sustainability Solutions segment; it also is projected to benefit adjusted earnings per share in the first full year of ownership. On top of all that, the acquisition is notable because it comes as Honeywell prepares to break itself up into three pieces. Most notably, its crown jewel Honeywell Aerospace division is being spun out on its own in the second half of 2026. Sundyne will remain with the Honeywell Automation company. The third unit — already named Solstice Advanced Materials — is on track to be fully separated later this year or in early 2026. WWDC check in: Apple’s annual software development conference kicked off Monday . Shares traded higher leading into the event but reversed and fell about 1% shortly after the keynote began, following the company’s unveiling of its operating system redesign. Apple’s WWDC conference includes plenty of neat updates that will incrementally improve the quality of life for its hardware users, but what we’ve learned so far isn’t game changing enough to trigger a new device upgrade cycle. New AI features could be the catalyst, but since those updates weren’t expected at this year’s event, we’ve kept our expectations in check. We’ll follow up later Monday with a more complete reaction to the presentation and what it means for investors. Data center moves: It feels like an announcement around data center construction has become a daily occurrence. Of course, that’s a little hyperbolic, but the sentiment holds true and underscores just how influential the artificial intelligence infrastructure buildout has become. The latest news on this front comes courtesy of Club name Amazon , which said Monday it’s spending $20 billion on two data center campuses in Pennsylvania. Just last week, we heard from Amazon about a $10 billion investment in North Carolina. As for Monday’s Pennsylvania news, one of the data center campuses is near the Susquehanna nuclear power plant, according to The Associated Press . That is the same nuclear plant that last year struck up a first-of-its-kind deal with Amazon that involved directly supplying nuclear power to a data center. A request to send more nuclear power to the facility is currently tied up in legal fights . While we don’t know how that will fully play out, we continue to monitor nuclear developments even closer than before because our newest Club holding, GE Vernova, has a nuclear business. GE Vernova and Eaton, which we mentioned in the first item, both benefit from the data center buildout more broadly. Up next: Casey’s General Stores reports earnings after the closing bell on Monday, and JM Smucker is set to release its results before the opening bell on Tuesday. On the data side, there is the May reading on the NFIB Small Business Optimism Index. Conference season is in full swing. One presentation we are looking forward to is Club name Capital One’s at the Morgan Stanley U.S. Financials Conference. It starts at 2:30 pm ET Tuesday. (See here for a full list of the stocks in Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before 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 issuing the trade alert before executing the trade. 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