Applied Materials (NASDAQ: AMAT) is a pivotal player in the semiconductor industry, providing essential equipment for AI accelerators and advanced computing. Recent analyst upgrades and the acquisition of NEXX business highlight Applied Materials' strategic growth and strengthening position in advanced packaging technologies for AI. Despite a significant stock price surge of 150% over the past year, leading to a higher P/E ratio, market interest remains strong, as evidenced by new investment funds.Applied ...