Stocks are defying September's historically bearish reputation, thanks in part to a risk-on tone and a recent Fed policy pivot. Kevin Green discusses the record-moves in equities. Nvidia's (NVDA) $100B AI investment in OpenAI is a major tailwind, with the chipmaker's products set to power the expansion of OpenAI's data centers. Elsewhere, Apple (AAPL) is finally showing signs of life after a lackluster year, with a potential refresh cycle and strong demand in China and the U.S. driving optimism. Meanwhile, gold notched a new record high, with conviction in the gold trade still running strong despite a red-hot equity market.