This company expects AI to drive a substantial increase in its addressable market in the long run.Shares of Applied Materials (AMAT 1.23%) have delivered gains of 28% so far in 2024 despite undergoing a sharp pullback since hitting a 52-week high on July 10. And there is a good chance that this supplier of semiconductor manufacturing equipment could end the year with more upside.The company released fiscal 2024 third-quarter results (for the three months ended July 28) on Aug. 15. Its revenue and earnings w ...