# Dell just had its best day ever on AI server explosion — ride the momentum with Dell and Palantir

_AI-generated trading idea · LONG · DELL, PLTR_

> Canonical page: https://commonquant.ai/research/for-you/dell-just-had-its-best-day-ever-on-ai-server-explosion-ride--b8114e5b-b4d1-4ae2-8056-48db1641fa57

Dell just reported explosive earnings thanks to AI server demand — revenue from AI servers surged 757% and the stock had its best day ever, jumping over 30%. Palantir, which partners with Dell on AI data centers, also jumped 10% on the news.

## Idea

Dell's blowout quarter is the strongest proof yet that companies are spending real money on AI infrastructure — server revenue didn't just grow, it exploded 757%. When a stock gaps up 30% on that kind of fundamental news and multiple analysts raise their price targets, the momentum typically carries for days as institutions build positions. Palantir, Dell's announced AI factory partner, is riding the same wave — its 10% surge came directly from the Dell validation. Both stocks are in the sweet spot where the market is re-rating what they're worth.

## Key details

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

## Community

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## News sources

- [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
- [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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