The CNBC Investing Club with Jim Cramer has released an afternoon update on Wall Street, with stocks moving higher for the second day in a row. This follows a surge in enthusiasm for the AI data center buildout due to a bullish CPU market outlook from Advanced Micro Devices and Nvidia entering a multi-year commercial partnership with Corning to expand domestic manufacturing of fiber and optical connectivity. The news also contributed to optimism about a potential deal between the U.S. and Iran, which could reopen the Strait of Hormuz and ease jet fuel shortages and further airline flight cancellations. Other notable developments include Boeing and Honeywell rallying after reports of an agreement being reached between the two countries.