Recent OpenAI announcements of an AI multi-agent system generating a Lean-formalized proof for forced Navier-Stokes blowup (alternatives C and D) in September 2026 prompted the Clay Mathematics Institute to state the problem appears “apparently settled,” while labeling it still active and stressing its deliberately unhurried evaluation process. CMI rules require peer-reviewed publication, broad community acceptance, and at least two years before prize consideration, creating a high bar even for verified results. Parallel human-AI work by Buckmaster and Alpöge on related equations, plus priority disputes involving training data and authorship, add uncertainty. Traders should watch for CMI updates, independent verifications, or further publications that could accelerate or delay any formal declaration.