USD is trading at $97.64 (+3.08%) amid renewed enthusiasm for AI-chip demand, though that narrative does not confirm the cause of this morning’s move. - Recent semiconductor gains have been linked to Meta’s Muse AI launch, supporting chipmakers. - The latest available reports describe chip stocks falling on September 28 amid AI-safety concerns and rising yields, with Nvidia an exception. - Market context is broadly mixed, and a specific September 29 catalyst for the gain remains unverified.