Dell's AI server sales just went nuclear — ride the momentum on Dell and Palantir
Dell just reported that its AI server business grew over 750% compared to last year, sending the stock up more than 30% in a single day — its best ever. Palantir, which partners with Dell on AI data centers, also jumped 10% on the news.
Idea
Dell's AI server revenue skyrocketing 757% signals that data-center demand is far from slowing down. When a company gaps up this much on earnings, it usually means Wall Street drastically underestimated the business — and analysts are now racing to raise their targets. Palantir is a direct partner in Dell's AI Factory initiative, so Dell's blowout numbers indirectly validate Palantir's pipeline too. Historical patterns show that stocks with one-day gaps above 20% on fundamental news tend to keep climbing over the next two weeks as late buyers step in.