# Dell's AI server sales just went vertical 757% — 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-757-ride-the-momen--79c178f6-db7a-4643-8858-71cc6bf369b2

Dell just reported that its AI server revenue grew an astonishing 757% compared to last year, crushing Wall Street expectations and sending the stock up over 30% in a single day. Palantir, which partners with Dell on AI infrastructure, also jumped 10% on the news.

## Idea

Dell just showed that AI infrastructure spending is still accelerating — its AI server revenue grew 757% year-over-year, and the stock surged 32%, its best day ever. Multiple analysts raised their price targets immediately after the report. Palantir, which runs AI factories in partnership with Dell, rallied 10% on the same news as investors connected the dots. When a major hardware player posts that kind of growth, it typically signals a multi-quarter spending cycle that lifts partners too. The key risk is that both stocks have already moved sharply, so a short pullback before continuing higher is very possible — that's actually the better entry.

## Key details

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

## 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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