Dell's AI revenue just went vertical — ride the momentum on Dell and Palantir
Dell just reported that its AI server business grew an astonishing 757% year-over-year, sending the stock up over 30% in a single day — its best day ever. Partner Palantir also surged 10% as the results validated their joint AI factory project.
Idea
Dell's AI server revenue exploded 757%, proving that companies building the physical backbone of AI are seeing real, massive revenue — not just hype. When a stock gaps up 30% on this kind of fundamental news, institutional buyers often keep stepping in for days as they adjust models and add positions. Palantir jumped 10% because it's Dell's AI factory partner, meaning the market is connecting the dots across the supply chain. With the broader market rallying on peace-deal hopes and AI optimism, the tailwind behind these names is unusually strong right now.