DELL

Silver Lake Partners IV, L.P.

CIK: 0001552054

Associated companies

DELL · Dell Technologies Inc. Class C Common Stock DELL insiders

AI Market Commentary

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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.

DELL
DELLDell Technologies Inc. Class C Common Stock
this person other insiders at DELL

Transaction History

DELL▼ Sell$3.5M
DELL▼ Sell$1.8M
DELL▼ Sell$3.5M
DELL▼ Sell$2.8M
DELL▼ Sell$325K
DELL▲ Buy—
DELL▼ Sell$427K
DELL▼ Sell$4.5M
DELL▼ Sell$3.1M
DELL▼ Sell$4.9M
DELL▼ Sell$1.6M
DELL▼ Sell$2.1M
DELL▼ Sell$2.6M
DELL▼ Sell$321K
DELL▼ Sell$1.5M
DELL▼ Sell$479K
DELL▼ Sell$2.2M
DELL▼ Sell—
DELL▼ Sell$2.0M
DELL▼ Sell$2.8M
DELL▼ Sell$1.2M
DELL▼ Sell$3.9M
DELL▼ Sell$370K
DELL▼ Sell$353K
DELL▼ Sell$1.5M
DELL▼ Sell$1.3M
DELL▼ Sell$1.0M
DELL▼ Sell$4.1M
DELL▼ Sell$1.7M
DELL▲ Buy—
DELL▼ Sell$689K
DELL▼ Sell$141K
DELL▼ Sell$235K
DELL▼ Sell$4.6M
DELL▼ Sell$4.8M
DELL▼ Sell$68K
DELL▼ Sell$623K
DELL▼ Sell$717K
DELL▼ Sell$862K
DELL▲ Buy—
DELL▼ Sell$949K
DELL▼ Sell$1.4M
DELL▼ Sell$4.3M
DELL▼ Sell$2.9M
DELL▼ Sell$2.5M
DELL▼ Sell$1.3M
DELL▼ Sell$1.8M
DELL▼ Sell$1.5M
DELL▼ Sell$2.7M
DELL▼ Sell$4.7M
DELL▼ Sell$505K
DELL▼ Sell$5.0M
DELL▼ Sell$373K
DELL▼ Sell$409K
DELL▼ Sell$355K
DELL▼ Sell$220K
DELL▼ Sell$754K
DELL▼ Sell$1.4M
DELL▼ Sell$686K
DELL▼ Sell$574K
DELL▼ Sell$1.2M
DELL▼ Sell$1.2M
DELL▼ Sell$437K
DELL▼ Sell$4.3M
DELL▼ Sell$358K
DELL▼ Sell$4.4M
DELL▼ Sell$929K
DELL▼ Sell$697K
DELL▼ Sell$795K
DELL▼ Sell$738K
DELL▼ Sell$1.9M
DELL▼ Sell$421K
DELL▼ Sell$277K
DELL▼ Sell$470K
DELL▼ Sell$910K
DELL▼ Sell$432K
DELL▼ Sell$852K
DELL▲ Buy—
DELL▼ Sell$2.6M
DELL▼ Sell$3.9M
DELL▲ Buy—
DELL▼ Sell$1.4M
DELL▼ Sell$435K
DELL▼ Sell$680K
DELL▼ Sell$272K
DELL▼ Sell$895K
DELL▼ Sell$1.5M
DELL▼ Sell$287K
DELL▼ Sell$324K
DELL▼ Sell$1.1M
DELL▼ Sell$330K
DELL▼ Sell$2.5M
DELL▼ Sell$49K
DELL▼ Sell$1.0M
DELL▼ Sell$1.5M
DELL▼ Sell$3.9M
DELL▼ Sell$2.6M
DELL▼ Sell$1.5M
DELL▼ Sell$865K
DELL▼ Sell$6.3M
DELL▼ Sell$1.1M
DELL▼ Sell$642K
DELL▼ Sell$1.6M
DELL▼ Sell$1.1M
DELL▼ Sell$2.4M
DELL▼ Sell$1.1M
DELL▼ Sell$5.2M
DELL▼ Sell$5.7M
DELL▼ Sell$5.5M
DELL▼ Sell$1.6M
DELL▼ Sell$529K
DELL▼ Sell$249K
DELL▼ Sell$1.4M
DELL▼ Sell$814K
DELL▼ Sell$357K
DELL▼ Sell—
DELL▲ Buy—
DELL▼ Sell$409K
DELL▼ Sell$2.0M
DELL▼ Sell$4.9M
DELL▼ Sell$1.4M
DELL▼ Sell$1.3M
DELL▼ Sell$2.9M
DELL▼ Sell$3.9M
DELL▼ Sell$4.5M
DELL▼ Sell$748K
DELL▼ Sell$132K
DELL▼ Sell$565K
DELL▲ Buy—
DELL▼ Sell$1.3M
DELL▼ Sell$401K
DELL▼ Sell$130K
DELL▼ Sell$1.8M
DELL▼ Sell$320K
DELL▼ Sell$157K
DELL▼ Sell$92K
DELL▼ Sell$306K
DELL▼ Sell$4.2M
DELL▼ Sell$779K
DELL▼ Sell$2.0M
DELL▼ Sell$2.6M
DELL▲ Buy—
DELL▼ Sell$506K
DELL▼ Sell$476K
DELL▼ Sell$398K
DELL▼ Sell$813K
DELL▼ Sell$1.3M
DELL▼ Sell$985K
DELL▼ Sell$2.1M
DELL▼ Sell—
DELL▼ Sell$820K
DELL▼ Sell$1.0M
DELL▼ Sell$1.1M
DELL▼ Sell$2.3M
DELL▼ Sell$1.3M
DELL▼ Sell$3.1M
DELL▼ Sell$1.8M
DELL▼ Sell$553K
DELL▼ Sell$2.6M
DELL▼ Sell$1.7M
DELL▼ Sell$1.5M
DELL▼ Sell$1.3M
DELL▼ Sell$853K
DELL▼ Sell$1.3M
DELL▼ Sell$419K
DELL▼ Sell$663K
DELL▼ Sell$1.5M
DELL▼ Sell$1.4M
DELL▼ Sell$2.9M
DELL▼ Sell$2.1M
DELL▼ Sell$1.1M
DELL▼ Sell$1.3M
DELL▼ Sell$3.3M
DELL▼ Sell$2.8M
DELL▼ Sell$977K
DELL▲ Buy—
DELL▼ Sell$210K
DELL▼ Sell$1.4M
DELL▼ Sell$2.0M
DELL▼ Sell$4.2M
DELL▼ Sell$1.5M
DELL▼ Sell$1.7M
DELL▼ Sell$1.8M
DELL▼ Sell$5.2M
DELL▼ Sell$3.3M
DELL▼ Sell$3.2M
DELL▼ Sell$183K
DELL▼ Sell$1.7M
DELL▼ Sell$1.2M
DELL▼ Sell$1.9M
DELL▼ Sell$2.9M
DELL▼ Sell$289K
DELL▼ Sell$1.1M
DELL▼ Sell$340K
DELL▼ Sell$1.4M
DELL▼ Sell$5.4M
DELL▼ Sell$4.3M
DELL▼ Sell$3.3M
DELL▼ Sell$6.0M
DELL▼ Sell$8.4M

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