# Dell's AI servers just went parabolic — 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-servers-just-went-parabolic-ride-the-momentum-on-d--a26f23d1-3d05-4df5-a779-c84ec0e529ab

Dell just reported that its AI server revenue grew 757% compared to last year, crushing Wall Street expectations. The stock had its best day ever, surging over 30%, and multiple analysts immediately raised their price targets.

## Idea

Dell's AI server revenue just grew 757% year-over-year, proving the AI infrastructure spending cycle is accelerating faster than anyone expected. When a company posts its fastest revenue growth since 2018 and its best stock day ever, analysts pile in with higher price targets — creating a wave of fresh buy recommendations that can fuel another leg up. Palantir, Dell's AI Factory partner, also jumped 10% on the news, showing the market is rewarding the entire AI infrastructure supply chain. The key insight: Dell isn't just a hardware company anymore, it's becoming the backbone of AI computing, and Wall Street is re-rating it accordingly.

## Key details

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

## Community

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## News sources

- [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
- [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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