Stocks rallied into the close, led by real estate, utilities, and consumer staples. Is it time to get defensive? Jim Cramer outlines his investment strategy and outlook for the second quarter. Plus, star value investor Scott Black from Delphi Management makes the case for Jabil Inc.. And, Robby Greengold from Morningstar explains why he downgraded the ARK Invest ARKK ETF to a “Negative” rating.