OpenAI’s September 8 announcement of an AI-generated proof resolving key statements in the Navier-Stokes existence and smoothness problem, backed by a public Lean formalization, has anchored trader sentiment against retraction. The company deployed thousands of agents on an unreleased model to identify finite-time singularities in forced fluid flows, published the write-up and verification, and explicitly declined to claim the Millennium Prize amid parallel work by external researchers using similar tools. While credit disputes and calls for independent scrutiny have surfaced, the machine-checked formalization and OpenAI’s public defense reduce near-term reversal risks. Key upcoming catalysts include mathematician reviews of the GitHub repository and any Clay Institute statements before year-end.