Dell's AI server sales just went parabolic — ride the momentum on Dell and partner Palantir
Dell just reported its fastest revenue growth since 2018, powered by AI server sales that exploded 757% higher than a year ago. The stock jumped over 30% in a single day, and partners like Palantir are riding the wave.
Idea
Dell's AI server revenue grew 757% year-over-year, crushing Wall Street estimates and sending the stock to its best day ever. Analysts are rapidly raising price targets, which often fuels continued buying in the days after a blowout report. Palantir, Dell's AI Factory partner, also jumped 10% as investors connected the dots — when one company's results validate a whole partnership, the second stock can play catch-up. With AI spending still accelerating across corporate America, this isn't a one-quarter blip; it's a demand trend.