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. Market moves: Stocks pulled back for the second session in a row following the S & P 500 's record close last Thursday. But they were off their worst levels of Tuesday's session. Bond yields were moving higher —which the stock market does not like — and the selling was most pronounced in technology and AI-related names, as well as industrials, financials, and consumer discretionary. Defensive, non-cyclical groups like consumer staples…