Dell's AI servers just went vertical — ride the momentum on Dell and Palantir
Dell just reported that its AI server revenue exploded 757% higher than a year ago, sending the stock up 32% in its best day ever. Multiple analysts immediately raised their price targets, and partner Palantir jumped 10% on the news.
Idea
Dell's 757% jump in AI server revenue proves the AI data-center buildout is accelerating, not slowing down. When a company posts its fastest revenue growth since 2018 and the stock has its best day ever, analysts pile in with upgrades and price-target hikes that create a multi-day momentum tailwind. Palantir, which partners directly with Dell on AI Factory deployments, already rallied 10% on the validation — but historically, partner stocks continue to drift higher for a couple weeks after the initial reaction as more investors connect the dots.
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News sources
- 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