Here are the semiconductor names to watch

CNBC's "Squawk Alley" team discusses how the tech sector is trading as markets turn green on optimism of President Trump's health and stimulus talks with Chris Retzler of Needham Growth Fund and Brad Slingerlend of NZS Capital. What we're seeing today is some removal of risk in that President Trump didn't get worse over the weekend, says Retzler. But technology has really good secular growth trends behind it, and getting past the election will be another positive for the industry.