Dell's AI server sales just went vertical 757% — ride the momentum on Dell and partner Palantir
Dell just reported that its AI server revenue grew an astonishing 757% compared to last year, crushing Wall Street expectations and sending the stock up over 30% in a single day. Palantir, which partners with Dell on AI infrastructure, also jumped 10% on the news.
Idea
Dell just showed that AI infrastructure spending is still accelerating — its AI server revenue grew 757% year-over-year, and the stock surged 32%, its best day ever. Multiple analysts raised their price targets immediately after the report. Palantir, which runs AI factories in partnership with Dell, rallied 10% on the same news as investors connected the dots. When a major hardware player posts that kind of growth, it typically signals a multi-quarter spending cycle that lifts partners too. The key risk is that both stocks have already moved sharply, so a short pullback before continuing higher is very possible — that's actually the better entry.
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- Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally — Yahoo Finance
- Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars — CNBC
- Dell shocks Wall Street with booming AI server sales. Where analysts see it headed next — CNBC