# Dell's AI servers just went vertical 757% — ride the momentum on Dell, Palantir, and ServiceNow

_AI-generated trading idea · LONG · DELL, NOW, PLTR_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-servers-just-went-vertical-757-ride-the-momentum-o--3e011803-89f9-4316-b671-7dc5e2e15b42

Dell just reported that its AI server revenue grew 757% compared to last year, sending the stock up 32% in a single day — its best ever. The blowout numbers are lifting the entire AI software and hardware ecosystem, with Palantir jumping 10% and ServiceNow up 40% this month.

## Idea

Dell's 757% AI server revenue growth proves the AI spending cycle is translating into real dollars, not just hype. When a major hardware provider confirms demand like this, the companies building software on top of that hardware — like Palantir (which partners directly with Dell on AI factories) and ServiceNow (leading the enterprise software relief rally) — tend to keep riding the wave. With analysts raising price targets across the board and the broader market at all-time highs, the momentum is strong enough to carry these names higher over the next couple of weeks.

## Key details

- Symbols: DELL, NOW, PLTR
- Timeframes: 1D
- Tags: \#ai\_infrastructure, \#earnings\_momentum, \#breakout

## 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
- [ServiceNow’s stock soars toward historic month as AI fears fade across software](https://www.marketwatch.com/story/servicenows-stock-soars-toward-historic-month-as-ai-fears-fade-across-software-31854b69?mod=mw_rss_topstories) — MarketWatch
- [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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