13 October 2026 | 8:13PM EDT Equity Research Applied Materials Inc. (AMAT): Investor meeting highlights stronger WFE market opportunities plus higher long-term margin targets Key stock takeaways: We attended Applied's Investor Breakfast at SEMICON West and EPIC Center unveiling on Oct. 12-13, and came away incrementally positive on Applied's path to substantially higher long-term earnings power. We believe the stock's reaction (down 7% amid a sector-wide selloff) may have reflected some level of disappointm ...