The solar market is hot in 2013, and US companies are proving to be up to the challenge. SunPower (NASDAQ:SPWR) and SolarCity (NASDAQ:SCTY) are two of the best performing stocks this year, and with exposure to the growing residential market there's reason to be bullish on both long-term. But investors shouldn't forget about the utility market, which still dwarfs residential solar and where both First Solar (NASDAQ:FSLR) and SunPower make most of their money. 

Joel South sat down with solar analyst Travis Hoium to discuss why U.S. companies have performed so well this year and what he sees for the future of the industry.