Claims checked · 57 from 36 stories
What the people we cover said, and what the data shows.
Our stories start with something a market voice said on television, on a podcast or on an earnings call. Before we publish, we test the numbers against primary sources: exchange closing prices, company filings and government statistics. This page collects those checks, newest first, each linked to the story it came from.
- 27hold up
- 17close
- 4don’t match
- 9can’t be verified
Holds up
The figure matches primary data, allowing for normal rounding.
Close
Right direction and roughly right size, but the exact figure differs or depends on how it is measured.
Doesn’t match
Primary data shows something materially different. We show what it shows.
Can’t verify
No public record we could test it against. We attribute it and say so.
- Holds upPosts on X
Oct. 27, 2026Thierry Borgeat
CIO, arvy
SaidThe nine months after a midterm year’s September are the best stretch of the cycle, up around 20% on average since 1949.
The dataS&P 500 closes from Sept. 30 of each midterm year to June 30 of the next averaged a 20.1% gain from 1950 to 2022.
Checked against: S&P 500 historical closes · Read the story →
- ClosePosts on X
Oct. 27, 2026Thierry Borgeat
CIO, arvy
SaidMidterm-year drawdowns ran 35% under Ford, 34% under Bush, 20% under Trump and 17% under Obama.
The dataOur close-to-close figures: 1974 down 37.6%, 2002 down 33.8%, 2018 down 19.8%, 2010 down 16.0%.
Checked against: S&P 500 historical closes · Read the story →
- Can’t verifyCNBC
Oct. 26, 2026Adam Ely
GM of AI agent security, Check Point Software
Said46.9% of companies were attacked in the last four days, up from 10% four days earlier.
The dataThis is Check Point’s own figure, given on air. We found no published dataset behind it.
Checked against: CNBC, Oct. 26, 2026 · Read the story →
- Can’t verifyBarron’s Streetwise
Oct. 23, 2026Jack Hough
Barron’s columnist; host, Streetwise
SaidFranklin Technology Fund’s top holdings at the end of September include Spotify and Robinhood.
The dataThe public top-10 lists we checked show NVIDIA, Broadcom, Microsoft and TSMC. We could not check the U.S. fund’s full holdings.
Checked against: Fund factsheets · Read the story →
- CloseThis Week in Startups
Oct. 24, 2026Jason Calacanis
Investor; host, This Week in Startups; All-In co-host
SaidAt $1.25 trillion, OpenAI is valued at about 30 times sales.
The dataOpenAI told investors its annualized revenue was almost $50 billion, which puts the valuation near 25 times, or 26 times after the new money.
Checked against: FT and Reuters reporting on OpenAI revenue · Read the story →
- Holds upBarron’s Streetwise
Oct. 23, 2026Jack Hough
Barron’s columnist; host, Streetwise
SaidNetflix runs an operating margin of about 31%.
The dataNetflix’s operating margin over the four quarters through September was 31.3%. Its 2026 guidance is 31.5%.
Checked against: Netflix shareholder letters and 10-Q · Read the story →
- CloseBarron’s Streetwise
Oct. 23, 2026Jack Hough
Barron’s columnist; host, Streetwise
SaidNetflix’s margin is more than 10 points above Disney’s.
The dataDisney’s total segment operating margin was 19.3% for the nine months to June 27 and 22.0% in its fiscal third quarter, a gap of about 9 to 12 points.
Checked against: Disney fiscal Q3 2026 filing · Read the story →
- Can’t verifyAll-In podcast
Oct. 23, 2026Chamath Palihapitiya
CEO, Social Capital; All-In co-host
SaidOne percent of companies account for 90% of AI spending, and 80% of it comes from unprofitable venture-backed companies.
The dataThis is his team’s estimate, and no public source was given. Ramp’s public AI Index does show heavy concentration among top spenders.
Checked against: Ramp AI Index · Read the story →
- Holds upCNBC
Oct. 23, 2026Eamon Javers
CNBC correspondent
SaidPlywood, paper pulp products and farm machinery come off the Canada tariff list, and cocoa powder, paints, carpets, window air conditioners and archery gear go on.
The dataAnnex I of the Oct. 23 proclamation removes 22 tariff codes and adds 100. Every product he listed is on it.
Checked against: White House proclamation, Annex I · Read the story →
- CloseCNBC, Squawk Box
Oct. 23, 2026Doug Clinton
Founder and CEO, Intelligent Alpha
SaidThe Nasdaq-100 is down about 8% from its peak.
The dataOn closing prices, QQQ fell 7.3% from its Oct. 6 high to the Oct. 23 close.
Checked against: Yahoo Finance daily closes · Read the story →
- CloseCNBC, Squawk Box
Oct. 23, 2026Doug Clinton
Founder and CEO, Intelligent Alpha
SaidThe five drawdowns since 2022 averaged 11% to 12%.
The dataOn closing prices we count six declines of 10% or more since the October 2022 low, averaging 13.7%, or 11.9% without the 2025 tariff selloff. The answer depends on how a drawdown is defined.
Checked against: Yahoo Finance daily closes · Read the story →
- CloseCNBC, Squawk Box
Oct. 23, 2026Chris Krebs
Founder, The Krebs Group; former CISA director
SaidMicrosoft has disclosed about 2,500 critical vulnerabilities in the last three months, more than in 2024 and 2025 combined.
The dataMicrosoft’s August to October updates fixed 2,777 flaws, 217 of them rated critical. All of 2024 and 2025 had 2,139. The comparison holds for all flaws; the word critical does not.
Checked against: Microsoft Patch Tuesday counts (BleepingComputer, Tenable) · Read the story →
- Can’t verifyCNBC, Squawk Box
Oct. 23, 2026Chris Krebs
Founder, The Krebs Group; former CISA director
SaidThree percent of all critical vulnerabilities ever discovered were found in the last month.
The dataThis is his own statistic. We found no public dataset to test it against.
Checked against: CNBC, Oct. 23, 2026 · Read the story →
- CloseCNBC, Halftime Report
Oct. 23, 2026Stephanie Link
CIO, Hightower Advisors
SaidZscaler is up about 9% this year, while CrowdStrike and Palo Alto are each up more than 120%.
The dataAt the Oct. 23 close, Zscaler was up 13.4%, CrowdStrike 119.8% and Palo Alto 106.6%. Zscaler rallied during that session, so 9% midday is plausible.
Checked against: Yahoo Finance daily closes · Read the story →
- Doesn’t matchCNBC, Halftime Report
Oct. 23, 2026Stephanie Link
CIO, Hightower Advisors
SaidWells Fargo’s net interest margin expanded.
The dataWells Fargo’s third-quarter net interest margin was 2.43%, unchanged from the second quarter and down from 2.61% a year earlier. Net interest income rose 5%.
Checked against: Wells Fargo Q3 2026 earnings release · Read the story →
- Can’t verifyBloomberg
Oct. 21, 2026Maria Ferraro
CFO, Siemens Energy
SaidReaching Europe’s electrification goal takes $750 billion to $800 billion of infrastructure investment.
The dataShe cited a report we could not identify. The European Commission’s own estimate is about 1.2 trillion euros for EU grids by 2040.
Checked against: European Commission grid action plan · Read the story →
- Holds upCNBC
Oct. 20, 2026Greg Foran
CEO, Kroger
SaidE-commerce is 10% to 15% of Kroger’s grocery revenue and could reach 25% to 30%.
The dataE-commerce was about 11% of fiscal 2025 sales, and executives have said they expect about 30% in five to seven years.
Checked against: Kroger investor materials · Read the story →
- Holds upCNBC, Squawk Box
Oct. 20, 2026Joe Amato
President and CIO, Equities, Neuberger Berman
SaidRate-sensitive parts of the market have pulled back significantly over the past six weeks.
The dataFrom Sept. 4 to Oct. 19, homebuilders fell 9.6%, small caps 8.4%, emerging markets 7.8% and real estate 5.1%. The S&P 500 slipped 0.5%.
Checked against: Yahoo Finance closes for ITB, IWM, EEM, XLRE, SPY · Read the story →
- CloseCNBC, Squawk Box
Oct. 20, 2026Joe Amato
President and CIO, Equities, Neuberger Berman
SaidDirect AI beneficiaries are probably 30% to 40% of the market.
The dataNeuberger Berman’s own Oct. 5 outlook puts AI-related companies at 25% to 28% of U.S. market value and about half of marginal market risk.
Checked against: Neuberger Berman CIO Weekly, Oct. 5, 2026 · Read the story →
- Holds upCNBC
Oct. 19, 2026Andrew Ross Sorkin
CNBC anchor
SaidIt was the biggest opening for a non-music documentary in two decades.
The dataThe film opened to $15.6 million, the largest non-music documentary opening since Fahrenheit 9/11 took in $23.9 million in 2004.
Checked against: Box Office Mojo · Read the story →
- Holds upCNBC
Oct. 19, 2026Oliver Renick
CNBC options reporter
SaidThe longer options sessions start with two dozen single stocks and five of the most actively traded ETFs.
The dataCboe’s launch list names 24 single stocks and 5 ETFs.
Checked against: Cboe launch announcement · Read the story →
- Can’t verifyCNBC
Oct. 19, 2026Oliver Renick
CNBC options reporter
SaidCboe just hit a record 230,000 options contracts in its existing extended hours.
The dataWe could not find that figure published. Cboe data cited by CNBC the same day put the extended-hours average above 199,000 contracts a day, a record.
Checked against: CNBC report, Oct. 19, 2026 · Read the story →
- Holds upCNBC, The Call Sheet
Oct. 19, 2026Peter Boockvar
CIO, One Point BFG Wealth Partners
SaidProducer prices are running about 250 basis points above consumer prices.
The dataIn September, final-demand PPI rose 6.3% from a year earlier and CPI rose 3.7%, a gap of about 260 basis points.
Checked against: BLS PPI and CPI releases · Read the story →
- CloseCNBC, The Call Sheet
Oct. 19, 2026Peter Boockvar
CIO, One Point BFG Wealth Partners
SaidThird-quarter S&P 500 earnings should grow 30% to 35%, with about a third coming from NVIDIA and Micron.
The dataFactSet’s blended estimate was 29.0% growth, and 20.0% without Micron and NVIDIA. His figures match his own Oct. 12 note, which cited LSEG.
Checked against: FactSet Earnings Insight; The Boock Report · Read the story →
- Holds upCNBC
Oct. 19, 2026Morgan Brennan
CNBC anchor
SaidSpaceX stock is up about 19% over the last three months.
The dataFrom the July 17 close of $123.99 to the Oct. 20 close of $147.79, the shares rose 19.2%.
Checked against: Yahoo Finance daily closes · Read the story →
- CloseCNBC
Oct. 19, 2026Adam Patti
CEO, VistaShares
SaidBerkshire Hathaway’s cash pile is around $350 billion.
The dataCash, equivalents and Treasury bills totaled $365.5 billion at June 30, or $359.2 billion net for the insurance and other businesses.
Checked against: Berkshire Hathaway Q2 2026 10-Q · Read the story →
- CloseCNBC
Oct. 19, 2026Adam Patti
CEO, VistaShares
SaidBerkshire bought back almost $5 billion of stock last quarter.
The dataBerkshire repurchased about $4.5 billion in the second quarter and $4.8 billion in the first half.
Checked against: Berkshire Hathaway Q2 2026 10-Q · Read the story →
- Holds upCNBC
Oct. 19, 2026Diana Olick
CNBC real estate correspondent
SaidBuilder confidence fell to its lowest level since June 2012, below what the Street expected.
The dataThe NAHB/Wells Fargo index fell three points to 29 in October, matching June 2012. The Bloomberg survey median was 31.
Checked against: NAHB/Wells Fargo Housing Market Index · Read the story →
- Holds upCNBC
Oct. 19, 2026David Faber
SaidThe U.S. unemployment rate is about half of France’s.
The dataU.S. unemployment was 4.2% in September. France’s was 8.3% in the second quarter.
Checked against: BLS; INSEE · Read the story →
- CloseBarron’s Streetwise
Oct. 16, 2026Brian Foran
Analyst, Truist Securities
SaidCapital One’s revenue is growing around 5% while expenses grow faster.
The dataSecond-quarter revenue rose 4% from the first quarter and 27% from a year earlier, a jump that reflects the Discover deal. Expenses grew faster on both measures: 7% and 29%.
Checked against: Capital One Q2 2026 earnings release · Read the story →
- Holds upBarron’s Streetwise
Oct. 16, 2026Jack Hough
Barron’s columnist; host, Streetwise
SaidIMAX stock is down about 8% from its late-September peak.
The dataAt the Oct. 14 close, IMAX was 8.2% below its Sept. 29 closing high of $56.33.
Checked against: Yahoo Finance daily closes · Read the story →
- Holds upBarron’s Streetwise
Oct. 16, 2026Jack Hough
Barron’s columnist; host, Streetwise
SaidThe Avengers: Endgame re-release nudged it past Avatar as the top-grossing film ever.
The dataWith the re-release, Endgame reached about $2.926 billion worldwide against Avatar’s $2.924 billion.
Checked against: Box office reporting · Read the story →
- Can’t verifyBarron’s Streetwise
Oct. 16, 2026Jack Hough
Barron’s columnist; host, Streetwise
SaidUniversal, Paramount, Sony and others are on board with Disney’s Infinity Vision format.
The dataBloomberg reported that Disney held talks with those studios. We found no announced agreements as of Oct. 16.
Checked against: Bloomberg, Oct. 9, 2026 · Read the story →
- Holds upThoughtful Money
Oct. 17, 2026Lance Roberts
Chief investment strategist, RIA Advisors
SaidFor the week, the S&P 500 fell 1.95% and the Nasdaq 4.48%, while the equal-weight S&P 500 rose 0.5% and consumer staples gained 5.0%.
The dataOur closing-price math for Oct. 9 to Oct. 16 gives the same four numbers.
Checked against: Yahoo Finance daily closes · Read the story →
- CloseAll-In podcast
Oct. 17, 2026Jason Calacanis
Investor; host, This Week in Startups; All-In co-host
SaidCoreWeave, Nebius and IREN each fell roughly 20% this week.
The dataThrough the Oct. 16 close, CoreWeave and Nebius each fell 25.2% for the week and IREN 23.3%. The episode was likely recorded before Friday’s close.
Checked against: Yahoo Finance daily closes · Read the story →
- Holds upAll-In podcast
Oct. 17, 2026David Sacks
All-In co-host
SaidThe market has marked CoreWeave’s unsecured bonds down about 20%, to a yield near 15%, while the company still pays a 9.6% coupon.
The dataThe 9.625% notes due 2032 yielded about 14.5% at the Oct. 13 close and touched 15% intraday, a price near 80 cents on the dollar.
Checked against: CNBC bond data; CoreWeave indenture · Read the story →
- CloseAll-In podcast
Oct. 17, 2026Chamath Palihapitiya
CEO, Social Capital; All-In co-host
SaidCoreWeave’s credit default swaps price roughly a 55% chance of default within five years.
The dataFive-year swaps reportedly reached a record near 1,194 basis points in mid-October. At a standard 40% recovery, that implies roughly 60% odds.
Checked against: ICE CDS data as reported · Read the story →
- Holds upAll-In podcast
Oct. 17, 2026Ed Ludlow
Bloomberg anchor
SaidCoreWeave has about $52 billion of debt on its balance sheet.
The dataDebt plus operating and finance lease liabilities totaled $51.61 billion at June 30. Debt alone was $35.6 billion.
Checked against: CoreWeave Q2 2026 10-Q · Read the story →
- Holds upTBPN
Oct. 16, 2026John Coogan and Jordi Hays
Hosts, TBPN
SaidA Chanel flap bag went from $4,900 in 2016 to $11,700 today.
The dataCPI Reserve lists the Chanel Classic Flap at $4,900 in 2016 and $11,700 in 2026, a 138.8% increase. Consumer prices rose 40.4% over the same stretch.
Checked against: CPI Reserve; BLS CPI-U · Read the story →
- Doesn’t matchCNBC, Squawk on the Street
Oct. 16, 2026Milan Galik
CEO, Interactive Brokers
SaidA 78% pretax margin marks the eighth straight quarter above 70%.
The dataThe 78% is right. Interactive Brokers’ own releases show at least 13 straight quarters above 70%, so the streak is longer than stated.
Checked against: Interactive Brokers quarterly releases · Read the story →
- CloseThe Peter Schiff Show
Oct. 17, 2026Peter Schiff
Host, The Peter Schiff Show
SaidGold fell about half a percent on the week to roughly $4,145 an ounce.
The dataCOMEX gold futures settled at $4,181.10 on Oct. 16, down 0.8% from Oct. 9. Spot prices usually run a little below futures.
Checked against: COMEX gold futures settlements · Read the story →
- Doesn’t matchThe Peter Schiff Show
Oct. 17, 2026Peter Schiff
Host, The Peter Schiff Show
SaidSilver ended the week down about 3%, near $56.85.
The dataCOMEX silver futures fell 6.1% for the week to $56.99, and the iShares Silver Trust fell 6.0%. The price level matches; the size of the drop does not.
Checked against: COMEX silver futures settlements, SLV closes · Read the story →
- Holds upThe Peter Schiff Show
Oct. 17, 2026Peter Schiff
Host, The Peter Schiff Show
SaidSeptember’s monthly CPI gain works out to a 7.4% annual rate.
The dataConsumer prices rose 0.6% in September, seasonally adjusted. Compounded over 12 months, that is 7.4%.
Checked against: BLS consumer price index · Read the story →
- Holds upThe Peter Schiff Show
Oct. 17, 2026Peter Schiff
Host, The Peter Schiff Show
SaidSilver got as low as $55 and change during the week.
The dataCOMEX silver futures hit an intraday low of $55.50 on Oct. 14.
Checked against: COMEX silver futures · Read the story →
- Holds upCNBC, Squawk on the Street
Oct. 16, 2026Eric Hippeau
Managing partner, Lerer Hippeau
SaidAI chips have a useful life of roughly five to seven years.
The dataAlphabet and Oracle depreciate servers over six years, Meta over five and a half, and Microsoft over two to six, per their latest annual and quarterly filings.
Checked against: Company 10-K and 10-Q filings · Read the story →
- Holds upCNBC, Squawk on the Street
Oct. 16, 2026Eric Hippeau
Managing partner, Lerer Hippeau
SaidA Gartner note puts AI spending at about $7 trillion by 2030.
The dataGartner’s Oct. 14 release projects nearly $1 trillion of AI provider spending in 2026 and $6 trillion more from 2027 to 2030.
Checked against: Gartner press release, Oct. 14, 2026 · Read the story →
- Holds upCNBC, Squawk Box
Oct. 16, 2026Steve Liesman
CNBC senior economics reporter
SaidConsumer goods production rose 0.7% in September, and construction and non-industrial supplies about 1%.
The dataThe Fed’s G.17 release shows consumer goods up 0.7%, construction supplies up 1.0% and non-industrial supplies up 0.9%.
Checked against: Federal Reserve G.17 industrial production · Read the story →
- Can’t verifyCNBC, Squawk Box
Oct. 16, 2026Ethan Mollick
Professor, Wharton School
SaidGPT-4 would now rank as only the 181st best AI model.
The dataModel rankings change daily and depend on the leaderboard used. We could not match the figure to a published ranking.
Checked against: CNBC, Oct. 16, 2026 · Read the story →
- Holds upCNBC, Morning Call
Oct. 14, 2026Amy Wu Silverman
Head of derivatives strategy, RBC Capital Markets
SaidThe market looks calm on the surface while a lot of churning goes on underneath.
The dataThe VIX closed at 15.27 on Oct. 13, lower than 85% of its closes over the past year. The MOVE index of Treasury volatility, which she named, closed at 101.09, higher than 94% of its past-year closes.
Checked against: Cboe VIX and ICE BofA MOVE daily closes · Read the story →
- Holds upCNBC, Morning Call
Oct. 14, 2026Amy Wu Silverman
Head of derivatives strategy, RBC Capital Markets
SaidSoftware versus semiconductors shows how much is moving under the surface.
The dataFrom Dec. 31, 2025 to Oct. 13, 2026, the VanEck Semiconductor ETF returned 63.3% and the iShares software ETF returned 5.0%, with dividends.
Checked against: Yahoo Finance adjusted closes · Read the story →
- Holds upFederal Reserve report
Oct. 9, 2026Robert Frank
CNBC wealth editor
SaidMedian stock holdings for families in the market rose 36% to about $77,000.
The dataThe Fed’s Survey of Consumer Finances shows a 36% rise to $77,400.
Checked against: Federal Reserve Survey of Consumer Finances, Oct. 2026 · Read the story →
- CloseFederal Reserve report
Oct. 9, 2026Robert Frank
CNBC wealth editor
SaidHouseholds over 75 are the wealthiest age group, with average net worth of $1.9 million.
The dataFamilies 75 and older have the highest mean net worth of any age group, at $1,962,200.
Checked against: Federal Reserve Survey of Consumer Finances, Oct. 2026 · Read the story →
- Holds upCNBC, Squawk Box
Oct. 14, 2026Macrae Sykes
Portfolio manager, Gabelli Funds
SaidThe gap between 10-year and 2-year Treasury yields is about 45 basis points, down from about 70 at the end of last year.
The dataThe spread was 0.42 percentage point on Oct. 13, 2026 and 0.71 on Dec. 31, 2025.
Checked against: U.S. Treasury par yield curve · Read the story →
- Holds upCNBC
Oct. 13, 2026Steve Liesman
CNBC senior economics reporter
SaidThe share of small businesses raising prices is running at about double its long-run average.
The dataNFIB’s September survey shows a net 31% of owners raising prices, against a historical average of 14%.
Checked against: NFIB Small Business Economic Trends · Read the story →
- Can’t verifyCNBC, Squawk Box
Oct. 12, 2026Jacob Manoukian
Head of U.S. investment strategy, J.P. Morgan Private Bank
SaidSemiconductor earnings might grow around 150% this quarter, with the broad tech sector around 70%.
The dataThis is his forecast for results not yet reported. We will update this entry when the quarter’s results are in.
Checked against: CNBC, Oct. 12, 2026 · Read the story →
- CloseFox Business
Oct. 9, 2026Liz Ann Sonders
Chief investment strategist, Schwab Center for Financial Research
SaidOnly about 20% of S&P 500 stocks beat the index over the past month.
The dataOn price, 20.7% of members beat the index in the month to Sept. 25, and 28.3% in the month to Oct. 9. Her figure likely predates the Oct. 9 close.
Checked against: S&P 500 member closing prices · Read the story →
- Doesn’t matchFox Business
Oct. 9, 2026Liz Ann Sonders
Chief investment strategist, Schwab Center for Financial Research
SaidOnly about 10% of S&P 500 stocks beat the index over the past year.
The dataComparing each member’s one-year price change with the index, we count 34.9% (174 of 499), and 33% to 36% on other recent dates. She did not give her method, which may differ.
Checked against: S&P 500 member closing prices · Read the story →
No claims match these filters.
These entries cover claims made by the people we quote. Behind them sit 2,214 individual checks across 111 stories, including our own figures. When one of our numbers is wrong, it goes on the corrections page, not here. Verdicts describe the data on the day of the story and are not a judgment of anyone’s record as an investor. Think we got a verdict wrong? Email [email protected]. How we check: our standards. Who is on this page: Voices.