Tristan Buckmaster’s public allegations of misconduct by OpenAI researchers, including Sébastien Bubeck, over disputed credit and possible training data leakage from his Codex sessions on Navier-Stokes fluid dynamics proofs form the main driver of trader sentiment. The NYU mathematician and Anthropic collaborator Levent Alpöge claim their unpublished work on related finite-time blowup problems reached OpenAI shortly before the lab’s intensive internal model run produced a parallel result, with Buckmaster alleging pressure to exclude his co-author from authorship. OpenAI has categorically denied accessing user data or influencing the effort through the pair’s sessions while acknowledging it cannot fully rule out de-identified training contributions. With no lawsuit filed as of mid-September 2026 and high legal and evidentiary thresholds for claims involving large language model training or academic credit, markets price near-term filing as unlikely despite ongoing tensions between frontier AI labs and external researchers.