Applied Materials, Inc. traded 7.4% up at $131.00 on June 18, 2026, after unveiling its new SENZ AI-powered visual system for smart glasses and augmented reality, and announcing a long-term collaboration with EssilorLuxottica.

  • The SENZ launch marks a strategic expansion for the company beyond its core semiconductor manufacturing tools into consumer technology and AR hardware.
  • The collaboration with EssilorLuxottica is seen by investors as a major new growth avenue, integrating the SENZ platform into eyewear.
  • This move is viewed as a significant diversification of Applied Materials' portfolio, capturing emerging AI hardware demand.