Recent OpenAI announcements of AI agents producing formal proofs for Navier-Stokes and partial results on the Hodge conjecture have elevated expectations for rapid AI-driven mathematical breakthroughs, directly shaping the tight contest between “no solution by end-2027” at 32.5% and Hodge at 30.5%. Traders weigh verified Lean formalizations and community scrutiny against the risk of delays or retractions, while reports of substantial internal progress on Hodge—unlike more limited tangential advances on Riemann or Birch and Swinnerton-Dyer—give that option an edge. Upcoming model releases and peer-review timelines remain key swing factors that could shift sentiment before resolution.