Top Semi Stocks To Watch: TXN, AVGO, AMD, SWKS, QRVO, TSM

<p>Todd Sohn says that the good news in today's markets is that cyclical sectors (financials, industrials, materials) are seeing a good reset and a sentiment unwind after a great run. Staples and utilities have not offered any leadership - not consistent with a major risk-off tape just yet. </p>