# Dell's AI servers just grew 757% — ride the momentum wave on Dell and Palantir

_AI-generated trading idea · LONG · DELL, PLTR_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-servers-just-grew-757-ride-the-momentum-wave-on-de--19c09426-3566-4abf-a84c-8fdeac4e6b52

Dell just reported that its AI server revenue grew 757% compared to last year, blowing past every Wall Street estimate. The stock had its best day ever, and it's dragging up AI partners like Palantir with it.

## Idea

Dell's AI server revenue didn't just beat expectations — it grew 757% year-over-year, signaling that companies are spending aggressively on AI hardware right now. When a dominant infrastructure player posts that kind of growth, it validates the entire AI supply chain, which is why Palantir (a Dell AI Factory partner) immediately rallied 10% on the news. Analysts are already raising price targets, and momentum of this magnitude tends to carry forward for weeks as institutional investors scramble to build positions. The risk is that some of this good news is already priced in after a 30% single-day move, so a pullback is likely — but the underlying demand story supports buying on any dip.

## Key details

- Symbols: DELL, PLTR
- Timeframes: daily
- Tags: \#ai\_infrastructure, \#momentum, \#earnings\_reaction

## Community

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## News sources

- [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
- [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

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