Stock earnings pick of the week: Can Applied Materials spot cracks in the AI spending boom?

What we know so far

investingLive (Nov 10, 15:46): Spend, spend, spend. That's been the name of the game in the AI boom over the past two years. But really, just how much longer can the industry keep throwing money at bigger and better chips before someone starts asking whether the returns are worth it? Well, Applied Materials might give us a few clues this week.The semiconductor equipment giant…