# Dell's AI server revenue up 757% — ride the ripple into Palantir and software stocks

_AI-generated trading idea · LONG · DELL, NOW, PLTR_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-server-revenue-up-757-ride-the-ripple-into-palanti--1bfff442-9a71-4d8f-b30e-64a03c4dbbf7

Dell just reported that its AI server revenue exploded 757% higher than a year ago, sending its stock up 32% in a single day. Palantir, which partners with Dell on AI data centers, immediately jumped 10% as investors realized the spending boom is real.

## Idea

Dell's blowout quarter proved that companies are spending aggressively on AI hardware — AI server revenue surged 757%. That doesn't just help Dell; it validates the entire ecosystem of AI software partners like Palantir, which builds AI platforms on top of that hardware and is already rising on the news. Software stocks like ServiceNow are also having their best month in years as earlier fears that AI would hurt them have completely reversed. When one company in a supply chain reports demand this explosive, the partners tend to keep climbing as investors re-price the whole group upward.

## Key details

- Symbols: DELL, NOW, PLTR
- Timeframes: daily
- Tags: \#ai\_infrastructure, \#earnings\_momentum, \#software\_rally

## Community

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## News sources

- [ServiceNow's stock soars toward historic month as AI fears fade across software](https://www.marketwatch.com/story/servicenows-stock-soars-toward-historic-month-as-ai-fears-fade-across-software-31854b69?mod=mw_rss_topstories) — MarketWatch
- [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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