# Dell just had its best day ever on monster AI server sales — ride the momentum wave

_AI-generated trading idea · LONG · DELL, PLTR_

> Canonical page: https://commonquant.ai/research/for-you/dell-just-had-its-best-day-ever-on-monster-ai-server-sales-r--c4f8a57a-77ce-4bb1-8516-2283f5f40b92

Dell just reported its best quarter in years, with AI server sales exploding 757% higher than a year ago. The stock had its best day ever, jumping over 30%, and it's pulling other AI-related companies like Palantir up with it.

## Idea

Dell's AI server revenue nearly quintupled year-over-year, and analysts are scrambling to raise their price targets after the blowout report. This wasn't a small beat — it was the fastest revenue growth Dell has posted since going public again in 2018. When a stock jumps 30% in a single day on fundamental news of this magnitude, institutional money typically continues flowing in over the following weeks. Palantir, which partners directly with Dell on AI factory deployments, rallied 10% on the news too — so the ripple effect into the broader AI infrastructure trade is real.

## 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

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