Dell's AI server sales just went parabolic — ride the momentum on Dell and partner Palantir
Dell just reported that its AI server revenue exploded 757% higher than a year ago, sending the stock up over 30% in a single day — its best ever. Palantir, which partners with Dell on AI systems, jumped 10% on the news, and the whole software sector is wrapping up its best month in over two decades.
Idea
Dell's blowout quarter proves companies are spending aggressively on AI infrastructure right now — a 757% jump in AI server sales isn't a gradual trend, it's an explosion. Palantir directly partners with Dell on its AI factory platform, so Dell's success validates Palantir's business too. Software stocks more broadly are having their best month since 2001, which means investors who abandoned the group earlier this year are being forced to buy back in. When stocks move this fast on real revenue growth — not just hype — the momentum often continues for several more trading days as analysts raise targets and latecomers pile in.