# Dell's AI servers just grew 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-servers-just-grew-757-ride-the-momentum-on-dell-an--c449a7ff-d5e4-4683-bd92-09192c2af5e2

Dell just reported that its AI server business grew over 750% in a single year, sending its stock up more than 30% in one day — the biggest jump in its history. Analysts are scrambling to raise their price targets, and the rally is spilling over into Dell's AI partners like Palantir.

## Idea

Dell just posted the fastest revenue growth since it went public in 2018, driven by a staggering 757% surge in AI server sales. That kind of growth isn't a one-quarter blip — companies building AI data centers need hardware for years, and Dell is winning deals at scale. Multiple analysts raised their price targets immediately after the report, which often fuels additional buying in the days that follow. Palantir, which runs its AI Factory platform on Dell servers, jumped 10% on the same news, confirming the market sees this as a broad AI infrastructure theme, not just a one-stock story.

## Key details

- Symbols: DELL, PLTR
- Timeframes: daily
- 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
- [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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