OpenAI’s September 8, 2026 announcement of a finite-time singularity proof for the Navier-Stokes equations, backed by a public write-up and Lean formalization produced by thousands of internal agents, underpins the 92.5% market-implied probability against retraction. The verifiable artifact allows rapid independent checks, while disputes center on research credit and data use rather than mathematical errors. Traders view the absence of identified flaws and OpenAI’s decision not to pursue the Clay Prize as signals of internal confidence. Still, a retraction remains possible if peer review or external verification uncovers a substantive gap in the proof or formalization before year-end.