Dell's AI server sales just went nuclear — ride the momentum on Dell and partner Palantir
Dell just reported that its AI server revenue grew 757% compared to last year — the fastest growth since the company went public again in 2018. The stock surged over 30% in a single day. Palantir, which partners with Dell on AI systems, jumped 10% on the news.
Idea
Dell's blowout quarter — with AI server revenue up 757% — is hard proof that companies are spending aggressively on AI hardware, not just talking about it. That spending flows through to partners like Palantir, which builds the software layer on top of Dell's servers. When one company in a supply chain posts this kind of growth, its partners tend to follow. Both stocks are already moving fast, which means traders are piling in. The key risk is that the move has been so sharp it could pause — so a trailing stop protects you if the momentum fades.