# Dell's AI server sales explode 757% — ride the momentum on Dell and its AI partner Palantir

_AI-generated trading idea · LONG · DELL, PLTR_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-server-sales-explode-757-ride-the-momentum-on-dell--136d667e-1073-4c54-ae2b-3b851e80339d

Dell just reported that its AI server business grew a staggering 757% in one year, sending the stock up 32% in a single day — its best ever. Partner company Palantir also jumped 10% as investors realized the AI spending boom is very real.

## Idea

Dell just proved the AI infrastructure spending wave is accelerating, not slowing down. AI server revenue grew 757% year-over-year, and the company raised its full-year outlook well above what analysts expected. When a company posts numbers this extreme, Wall Street analysts pile in with upgrades and higher price targets over the following days, creating a momentum tailwind. Palantir, which directly partners with Dell on AI factory deployments, already jumped 10% on the news — and could keep running as the partnership produces more contract wins.

## Key details

- Symbols: DELL, PLTR
- Timeframes: 1D
- Tags: \#earnings, \#ai\_infrastructure, \#momentum

## Community

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## News sources

- [Dell shocks Wall Street with booming AI server sales. Where analysts see it headed next](https://www.cnbc.com/2026/05/29/dell-shocked-street-on-booming-q1-server-sales-analysts-weigh-in.html) — CNBC
- [Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars](https://www.cnbc.com/2026/05/29/dell-stock-earnings-ai-servers.html) — CNBC
- [Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally](https://finance.yahoo.com/markets/stocks/articles/palantir-soars-10-dell-earnings-150720310.html) — Yahoo Finance

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