OpenAI’s September 2026 announcement of an AI-generated proof establishing finite-time blowup for the forced Navier-Stokes equations (resolving statements C and D in the official formulation) triggered the main sentiment shift. The Clay Mathematics Institute responded days later by labeling the problem “Active” and stating it had “apparently been settled,” while stressing that its evaluation process remains deliberately unhurried and requires peer-reviewed publication plus further scrutiny. Subsequent critiques of the Lean formalization’s fidelity to the natural-language argument, questions over whether the forced case fully addresses the prize criteria, and the absence of any official CMI declaration or prize award as of mid-November 2026 keep trader-implied odds moderate. Key upcoming catalysts include any peer-review outcomes, additional formal verifications, or CMI status updates.