All right, Brian, thanks so much. Welcome to closing bell. I'm Scott Wobner live from Post 9 here at the New York Stock Exchange.

This maker breakout begins with all AI all the time. It's again at the center of this market today.

NASDAQ is the leader. Take a look at this scorecard. There it is with 60 to go in regulation. Amazon, the big winner.

Surging after announcing OpenAI will invest $38 billion into AWS. Market likes that.

Stocks up near 5%. Invidia having a good day as well. Also among the day's top performers,

it's up about 3%. How about Tesla, Micron and Uber? They are nicely green too. Elsewhere, the deal of

the day, Kimberly Clark buying Kenview for $48.7 billion.

It takes us to our talk of the tape. What the final two months of the trading year will hold for investors.

Let's ask our panel, CNBC contributor, Trivariates, Adam Parker, New Edge Wells, Cameron Dawson, and Invesco's Brian Levitt.

One and all. It's good to have everybody here.

Cameron, you first. We seem to be set up pretty well for the final two months. Is that how you see it?

Well, I think when we put together seasonality, which we know is typically very good in November and December,

you add in the fact that there still is signs of positioning

just being neutral, meaning institutional investors are definitely not absolute overweight at this

point. And now you have this earnings lift where earnings estimates continue to get revised

higher, which just means that it's a good backdrop for risk taking. So you're seeing cyclicals

outperform defensives. You're still seeing high beta names, outperform low betataking. So you're seeing cyclicals outperformed

defensives. You're still seeing high beta names, outperform low-beta names. So all of this

suggests that there's a continued drift and chase higher. What do you make of some of

the talk about these divergences within the market? Brian, Jonathan Krinsky, at BTIG, has a

note, Brian. I'll go to you on this.

November could be a down month, he says.

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