Apple’s Penalty & Pivot, Real Estate Risks, and 3 Buys & A Bail: Retail Edition 3/4/24

The EU slapped Apple with a nearly $2B fine on the same day the tech titan changed its messaging around artificial intelligence. We’ll break down both stories and look at how to be positioned in the stock from here. Plus, could warehouses be the next shoe to drop in commercial real estate? Our analyst has the risks and opportunities in the sector. And as investors prepare for a big week of retail earnings, our trader has three buys and a bail in the space.

Om Podcasten

"The Exchange" on CNBC is a one-stop shop for the day's top business stories, along with breaking news and the must-see market movers heading into the back half of the trading day. This newsroom-based program also features lots of original reporting, in-depth conversations and showcases CNBC's award-winning investigative work. "The Exchange" has all that plus "Rapid Fire," our innovative, reporter driven roundtable – which is a discussion of some of the day's most interesting, unusual and at times controversial topics. This series gives today's modern investor the day's top stories, the must reads & a whole lot more.