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 are chugging along to new record highs again. Pockets of the tech trade are continuing to surge, with Lumentum , Coherent , Corning , Western Digital , Micron , Seagate , Qualcomm , and Qnity Electronics all up 5% or more. Energy stocks traded higher alongside oil after President Donald Trump said the Iran ceasefire is “on life support” after an “unbelievably weak” counterproposal to end the war. Consumer-related stocks were pummeled, with many travel and leisure, retail, and apparel names, including TJX Companies and Nike , down a few percentage points. Investors are likely feeling anxious about the potential impact of rising energy prices. With the Consumer Price Index expected to show another sizable month-over-month increase on Tuesday, we’re beginning to hear more discussion from the White House about efforts to improve affordability. Trump told CBS that he supports suspending the 18.4-cent-per-gallon gasoline tax until prices come back down, a move that would require congressional approval. The administration is also planning to reduce tariffs on beef imports for a limited time, according to the Wall Street Journal. We’re getting more clarity on which CEOs and business leaders will accompany Trump on his trip to China . The list includes executives from Boeing , Apple , Tesla , Meta Platforms , BlackRock , Goldman Sachs , GE Aerospace , Cargill, Illumina , Visa , Micron , Coherent , Blackstone , Citigroup , and Mastercard , CNBC reports. Absent from this list is Nvidia CEO Jensen Huang, who said on Mad Money last week that “it would be a great honor to represent the United States” if invited. As we wrote last week, the stakes are high for Boeing. A successful meeting is critical to securing an order that could total up to 500 aircraft. Analysts at Bank of America, who have a buy rating on the stock, said in a note Monday that the company could be a clear winner from the meeting, but cautioned that an order is “not a slam dunk at this point.” We believe Boeing’s time is coming, but the market still has some doubts. Hims & Hers Health and AST SpaceMobile report after the closing bell on Monday . Before the opening bell on Tuesday, Qnity Electronics, which calls itself the leading pure-play provider of integrated solutions for the semiconductor value chain, is set to report. The company is at the center of the AI chip buildout by supplying consumables to semiconductor fabs and providing advanced packaging, advanced interconnects, and thermal management solutions in chips. There could be weakness in the consumer electronics part of the business, but the company’s smartphone exposure is primarily in premium devices, which are expected to be more resilient. With shares now up about 90% year to date, we’ll need to see a beat-and-raise to keep the rally going. Other companies reporting on Tuesday include ON Holding , Venture Global , and Under Armor . As mentioned, the April CPI report will likely show a big jump from March prices, driven by higher energy costs. Economists expect the index increased 0.59% from March and 3.7% over the last 12 months, according to FactSet. Excluding food and energy, the index is expected to have risen 2.7% over the last 12 months. (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. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.