OpenAI’s September 2026 announcement of an AI-generated proof showing finite-time blowup for the forced 3D Navier-Stokes equations, backed by a Lean formalization, has sustained strong market conviction against retraction. The result stems from an internal multi-agent system consuming 130 billion tokens, and while a credit dispute with mathematicians Tristan Buckmaster and Levent Alpöge plus a mismatch between the natural-language write-up and Lean code have drawn scrutiny, no fatal flaw has emerged in subsequent reviews. Recent withdrawals of unrelated OpenAI math preprints highlight the company’s willingness to correct errors quickly, yet the Navier-Stokes claim remains intact amid deliberately unhurried Clay Institute evaluation. Traders see limited realistic paths to retraction by year-end absent a verified contradiction in the machine-checked steps.