OpenAI’s September 2026 Navier-Stokes resolution using thousands of coordinated AI agents, followed by its early October release of over 300 additional machine-generated proofs including a partial result on the Hodge conjecture for CM abelian varieties, has shifted trader focus toward that problem as the next likely full Millennium Prize breakthrough. These demonstrated capabilities in large-scale automated reasoning give the Hodge conjecture its 31.5% lead, yet the closely matched 29.5% odds on no solution by December 2027 reflect verification timelines, credit disputes, and the remaining barriers for complete proofs on problems like Birch and Swinnerton-Dyer. Upcoming catalysts include further Lean formalizations and Clay Institute reviews that could quickly alter the competitive landscape among the listed outcomes.