# Dell's AI server sales just went parabolic — 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-just-went-parabolic-ride-the-momentum--d449ae05-e3c7-4003-b2dc-0fa00850a565

Dell just reported that its AI server revenue grew 757% over last year, sending the stock up 32% in its best day ever. The blowout results are also lifting companies tied to Dell's AI infrastructure, like Palantir, which jumped 10%.

## Idea

Dell's AI server business is exploding — 757% revenue growth year over year — and Wall Street analysts are raising price targets after the report. When a company posts its fastest growth since going public and the stock has its best day ever, that kind of momentum often continues for several more days as more investors catch up. Palantir, which partners with Dell on AI factory projects, also surged 10% on the news, so there's a ripple effect across AI infrastructure names that could keep running.

## Key details

- Symbols: DELL, PLTR
- Timeframes: 1H, H4
- 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

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