It's not just tech making moves in the markets: ETFs for the homebuilding and retail sectors have been going in opposite directions since last August. UBS' John Lovallo and BofA Securities' Liz Suzuki explain what's driving the performance. Plus, the ongoing rally is taking a pause with the Nasdaq being hit the hardest in yesterday's session. New Street Advisors Group's Delano Saporu and Aureus Asset Management's Karen Firestone discuss the trading day ahead. And, Apple's next steps for its Vision Pro headset may be critical for its success. Oisoi Studio's Wim Reygaert explains his vision for the product's app development.

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