# Dell's AI server sales just went vertical — ride the ripple effect into Palantir

_AI-generated trading idea · LONG · DELL, PLTR_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-server-sales-just-went-vertical-ride-the-ripple-ef--3383e59a-7a98-4443-aadf-b71a2a3696aa

Dell just reported that its AI server revenue exploded 757% higher than a year ago, sending the stock up over 30% in its best day ever. Palantir, which runs AI systems on Dell hardware, also jumped 10% on the news.

## Idea

Dell's earnings proved that companies are spending massively on AI hardware — AI server revenue grew 757% year-over-year. Palantir partners directly with Dell on its AI Factory product, so when Dell wins big deals, Palantir benefits too. Multiple analysts raised their Dell price targets after the report, and the stock had its best day ever, which usually signals strong institutional buying. As long as AI data-center spending keeps accelerating, both companies stand to gain from the buildout.

## Key details

- Symbols: DELL, PLTR
- Timeframes: 1D
- Tags: \#ai\_infrastructure, \#earnings\_momentum, \#mega\_cap\_tech

## Community

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## News sources

- [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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