# Dell's AI server sales just went vertical — ride the momentum on Dell and partner 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-momentum--3aa05653-5ac4-4b29-9ee6-e474b0f12197

Dell just reported that its AI server business grew an astonishing 757% over last year, sending the stock up 32% in its best day ever. Palantir, which partners with Dell on AI data centers, also jumped 10% on the news.

## Idea

Dell's AI server revenue didn't just beat expectations — it exploded 757% higher, proving that companies are spending aggressively on AI hardware at a pace few predicted. That kind of growth doesn't happen in isolation: Palantir, which builds the software layer inside Dell's AI Factory, surged 10% as investors realized the partnership is generating real revenue for both sides. When one company in a tight partnership posts numbers this extreme, the partner tends to ride the same wave. With analysts almost certain to raise targets over the coming days, the momentum in both names could persist well beyond a single-day pop.

## Key details

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

## 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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