# Dell's AI revenue 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-revenue-just-went-vertical-ride-the-momentum-on-de--3cebc30e-ca9c-4c63-baab-2052f27841a1

Dell just reported that its AI server revenue exploded 757% compared to last year, sending its stock up 32% in one day — its best ever. Palantir, which builds AI systems with Dell, also jumped 10% on the news.

## Idea

Dell's results are the strongest proof yet that companies are spending massive amounts of money on AI infrastructure — it's not just hype. When a company in a supply chain posts blowout numbers, its close partners often get pulled up too. Palantir runs 'AI Factories' side by side with Dell, so Dell's success directly validates Palantir's business. Multiple analysts raised their price targets on Dell after the report, which usually attracts more buyers over the following days and weeks.

## Key details

- Symbols: DELL, PLTR
- Timeframes: D1
- Tags: \#ai\_infrastructure, \#earnings\_momentum, \#mega\_cap\_tech

## 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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