Teradata, Applied Materials, IQVIA Jump >10% May

AI‑focused AI‑picks like Teradata, Applied Materials and IQVIA surged over 10% in May, driven by earnings beats and long‑term AI catalysts.
Teradata posted Q1 EPS $0.88 vs $0.69 estimate, $444 m revenue, and is shifting to enterprise AI with 150 engagements.
Applied Materials reached new 52‑week highs after a $5 bn EPIC Center partnership with TSMC, up 10.96% in May.
IQVIA’s AI platform IQVIA.ai, used by 19 of top 20 pharma firms, helped stock rise 10.82% in May despite 30% YTD drop.