# Dell's AI server sales just went parabolic — ride the momentum on Dell and partner 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--e20d2956-0f92-4943-9d0d-5f286fe875f0

Dell just reported its fastest revenue growth since 2018, powered by AI server sales that exploded 757% higher than a year ago. The stock jumped over 30% in a single day, and partners like Palantir are riding the wave.

## Idea

Dell's AI server revenue grew 757% year-over-year, crushing Wall Street estimates and sending the stock to its best day ever. Analysts are rapidly raising price targets, which often fuels continued buying in the days after a blowout report. Palantir, Dell's AI Factory partner, also jumped 10% as investors connected the dots — when one company's results validate a whole partnership, the second stock can play catch-up. With AI spending still accelerating across corporate America, this isn't a one-quarter blip; it's a demand trend.

## Key details

- Symbols: DELL, PLTR
- Timeframes: H4
- Tags: \#earnings, \#ai\_infrastructure, \#momentum

## Community

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- Copies: 0
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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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