# Dell's AI servers just grew 757% overnight — ride the momentum on Dell and Palantir

_AI-generated trading idea · LONG · DELL, PLTR_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-servers-just-grew-757-overnight-ride-the-momentum--505e081e-e93d-42a3-9db6-7f3f77552a09

Dell just reported that its AI server revenue grew 757% compared to last year, sending the stock up over 30% in a single day — its best day ever. Partner company Palantir also jumped 10% as investors digested what this means for AI spending broadly.

## Idea

Dell's earnings blowout confirms that companies are spending aggressively on AI infrastructure — 757% server revenue growth isn't a fluke, it's a wave. Multiple analysts raised their price targets overnight, which typically fuels additional buying in the days ahead. Palantir, Dell's AI Factory partner, rose 10% on the news, showing the market is connecting the dots across the AI supply chain. When a hardware leader posts this kind of growth, the momentum often carries for weeks as institutional investors build positions. The AI spending cycle still has legs — this looks like a multi-quarter story, not a one-day pop.

## Key details

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

## 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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