OpenAI’s recent announcement of an AI-generated proof for the Navier-Stokes existence and smoothness problem, complete with a public Lean formalization, anchors trader consensus against retraction. The September 8, 2026, release details how an internal model deployed roughly 10,000 agents over 88 hours to establish statements C and D in the Clay formulation, showing finite-time singularity under smooth forcing while keeping energy finite. Although NYU mathematician Tristan Buckmaster raised questions about research conduct and possible indirect influence from related unpublished work on Euler variants, the dispute centers on priority rather than identified mathematical errors. With the formalization enabling rapid independent verification and no flaws reported so far, the 87.5% market-implied probability on “No” reflects expectations that scrutiny will not produce an official withdrawal before year-end, absent major new discrepancies in peer or Clay Institute review.