# Dell's AI server sales just went vertical — ride the momentum wave 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-vertical-ride-the-momentum--e57d6874-fe25-42c1-be44-e4e5624b6df3

Dell just reported that its AI server business exploded, growing 757% versus last year. The stock surged over 30% in a single day — its best ever — and it's pulling other AI-related companies like Palantir up with it.

## Idea

Dell's AI server revenue just grew 757% year-over-year — that's not a typo. The company reported its fastest revenue growth since going public in 2018, and multiple analysts raised their price targets immediately. When a hardware company this big posts those kinds of numbers, it tells you AI spending is real and accelerating. Palantir, which partners with Dell on AI factories, jumped 10% the same day because Dell's results essentially validate Palantir's business too. This kind of earnings shock often creates a multi-day momentum run as funds that missed the move scramble to build positions.

## Key details

- Symbols: DELL, PLTR
- Timeframes: 1D
- Tags: \#ai\_infrastructure, \#earnings\_momentum, \#breakout

## 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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