Applied Materials (AMAT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
These two semiconductor investors are back to discuss AMAT's new machine and some headwinds it might experience.
1. Amazon: Is the cloud actually underestimated? E-commerce pioneer Amazon (NASDAQ: AMZN) operates in many countries worldwide and has a 37.8% market share in its home U.S. market. With the global e-commerce industry projected to grow at a steady rate for the rest of this decade, Amazon has a clear opportunity to grow its revenue for many years if it can retain this market share lead.