OpenAI’s September 2026 announcement of an AI-generated proof establishing finite-time singularity for the forced 3D Navier-Stokes equations under Clay statements C and D, backed by a 166-page manuscript and Lean formalization from a 10,000-agent swarm, has anchored trader expectations against retraction. The result followed closely on related Euler-equation advances by Buckmaster and Alpöge, prompting priority disputes but no admission of error from OpenAI. Recent October scrutiny identified minor divergences between the paper and Lean code, yet these have not invalidated the core claim or prompted withdrawal. Strong market-implied odds for no retraction reflect the formal verification, substantial compute investment, and absence of outright disproof, though unresolved peer review or discovery of substantive gaps in the unforced case could still force reconsideration before year-end.