# Dell's AI server sales just went vertical — ride the momentum in Dell and 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--3d7ce0c2-9e58-4446-8e98-413eb909f65a

Dell just reported that its AI server revenue exploded 757% higher than a year ago, sending the stock up 32% in its best day ever. Palantir, which partners with Dell on AI data centers, jumped 10% on the news, and multiple analysts raised their price targets on Dell.

## Idea

Dell's AI server revenue growing 757% year-over-year is not a small beat — it's a signal that companies are pouring unprecedented money into AI hardware right now. When a major infrastructure player posts this kind of growth, it lifts the entire AI supply chain. Palantir is directly partnered with Dell on AI Factory deployments, so Dell's blowout results effectively validate Palantir's pipeline too. Analysts are raising targets across the board, which tends to create a feedback loop of upgrades and buying pressure over the following weeks. Post-earnings momentum gaps of this magnitude historically continue trending higher for 10 to 20 trading days before consolidating.

## Key details

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

## 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
- [Dell shocks Wall Street with booming AI server sales. Where analysts see it headed next](https://www.cnbc.com/2026/05/29/dell-shocked-street-on-booming-q1-server-sales-analysts-weigh-in.html) — CNBC

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