# Dell's AI server sales explode 757% — 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-server-sales-explode-757-ride-the-momentum-on-dell--ae727b43-0378-4aa9-bab0-e55214e2327b

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 partner Palantir also jumped 10% as the blowout numbers validated their joint AI-factory business.

## Idea

Dell's AI server revenue surging 757% isn't just a one-quarter blip — it signals that companies are spending aggressively on AI hardware, and analysts are already raising price targets. Palantir, which runs its AI Factory software on Dell servers, jumped 10% on the news because the partnership is now producing real, measurable results. When a mega-cap hardware name posts its fastest revenue growth since going public and its software partner gets pulled along for the ride, that kind of momentum tends to persist for days to weeks as more investors reposition. The broader AI spending theme is also lifting the entire software sector — ServiceNow is up 40% this month alone.

## Key details

- Symbols: DELL, PLTR
- Timeframes: 1D
- 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
- [Dell Stock Jumps 30% On Heady AI Data Center Sales](https://www.investors.com/news/technology/dell-stock-goes-vertical-on-heady-ai-data-center-sales/?src=A00220&yptr=yahoo) — Investor's Business Daily
- [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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