Applied Materials launched its SENZ platform for AI-powered smart glasses today, partnering with EssilorLuxottica to enter the augmented reality and intelligent eyewear market. - The company also received analyst upgrades and price target increases, with Citi raising its price target on confidence in AI infrastructure spending. - This positive news follows strong Q2 2026 earnings reported on May 14, which beat estimates, and continued enthusiasm for AI-driven semiconductor equipment demand.