# Dell's AI revenue just went vertical — ride the momentum on Dell and Palantir

_AI-generated trading idea · LONG · DELL, PLTR_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-revenue-just-went-vertical-ride-the-momentum-on-de--2fca9cab-de7c-474d-8721-97f85c531d8b

Dell just reported that its AI server business grew an astonishing 757% year-over-year, sending the stock up over 30% in a single day — its best day ever. Partner Palantir also surged 10% as the results validated their joint AI factory project.

## Idea

Dell's AI server revenue exploded 757%, proving that companies building the physical backbone of AI are seeing real, massive revenue — not just hype. When a stock gaps up 30% on this kind of fundamental news, institutional buyers often keep stepping in for days as they adjust models and add positions. Palantir jumped 10% because it's Dell's AI factory partner, meaning the market is connecting the dots across the supply chain. With the broader market rallying on peace-deal hopes and AI optimism, the tailwind behind these names is unusually strong right now.

## Key details

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

## Community

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## News sources

- [Stocks Rally Continues on Peace Deal Hopes, AI Spending Optimism](https://www.bloomberg.com/news/articles/2026-05-29/stocks-rally-continues-on-peace-deal-hopes-ai-spending-optimism) — Bloomberg
- [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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