DELL
AMGN

Ellen Jamison Kullman

Known title: DirectorCIK: 0001303141

Associated companies

AI Market Commentary

AI-generatedAll commentary →

Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.

October 16, 2026

Michael Dell warns memory shortage could last four years. Michael Dell stated that the current memory shortage might persist for four years, highlighting a significant supply chain challenge for the company. This warning coincides with recent sector-wide selling, where Dell stock dropped 3% amid broader hardware concerns. The news underscores the operational risks Dell faces in its transition to AI infrastructure, adding context to its recent price volatility.

this person other insiders at DELL

AI Market Commentary

AI-generatedAll commentary →

Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.

October 16, 2026

Amgen Outperforms Market Amid Dow Jones Rotation. Amgen has recently exceeded broader market returns, a trend highlighted in recent analyses of Dow Jones stocks making bullish moves during defensive market rotations. This performance contrasts with peers like Merck, where analysts are comparing dividend growth potential. While the stock shows relative strength, it remains within its 52-week range, with the average analyst target price set significantly above current levels.

this person other insiders at AMGN

Transaction History

DELL▲ Buy$0
AMGN▲ Buy$0
DELL▲ Buy$123K
DELL▼ Sell$1.3M
DELL▲ Buy$208K
DELL▼ Sell$2.2M
DELL▲ Buy$1.7M
DELL▼ Sell$8.3M
DELL▼ Sell$10.1M
DELL▲ Buy$1.1M
DELL▼ Sell$12.3M
DELL▲ Buy$0
AMGN▲ Buy$0
DELL▲ Buy$0
AMGN▲ Buy$0
DELL▲ Buy$0
AMGN▲ Buy$0
AMGN▲ Buy$0
DELL▲ Buy$0
AMGN▲ Buy$0
AMGN▲ Buy$0
AMGN▲ Buy$0
AMGN▲ Buy$0
DELL▲ Buy$0

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