OpenAI’s September 2026 announcement of an AI-agent swarm proof establishing finite-time singularity for the forced Navier-Stokes equations (statements C/D in the Clay formulation) drove immediate market movement, with CMI quickly labeling the problem “active” and stating it had “apparently been settled.” The result, accompanied by a Lean formalization, highlighted accelerating AI capabilities in formal mathematics yet sparked debate over whether the external-force variant fully resolves the original Millennium Prize criteria or matches the unforced physical case mathematicians prioritize. Ongoing scrutiny includes an October arXiv preprint questioning semantic fidelity of the Lean files and broader questions about priority and verification standards. Traders are watching CMI’s deliberately unhurried peer-review timeline, any qualifying journal publication, and potential updates on prize eligibility, which could shift implied probabilities well before typical two-year evaluation windows close.