DELL

SL SPV-2, L.P.

CIK: 0001767114

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$3.2M
DELL▼ Sell$4.1M
DELL▼ Sell$1.6M
DELL▼ Sell$3.2M
DELL▼ Sell$2.6M
DELL▼ Sell$297K
DELL▼ Sell$1.5M
DELL▼ Sell$2.4M
DELL▼ Sell$391K
DELL▼ Sell$4.5M
DELL▲ Buy—
DELL▼ Sell$2.9M
DELL▼ Sell—
DELL▼ Sell$3.5M
DELL▼ Sell$4.4M
DELL▼ Sell$2.5M
DELL▼ Sell$4.2M
DELL▼ Sell$3.7M
DELL▼ Sell$214K
DELL▼ Sell$1.1M
DELL▼ Sell$1.2M
DELL▼ Sell$128K
DELL▼ Sell$1.4M
DELL▼ Sell$338K
DELL▼ Sell$1.6M
DELL▼ Sell$628K
DELL▼ Sell$1.8M
DELL▲ Buy—
DELL▼ Sell$322K
DELL▼ Sell$4.6M
DELL▼ Sell$1.6M
DELL▼ Sell$2.6M
DELL▲ Buy—
DELL▼ Sell$4.2M
DELL▼ Sell$1.2M
DELL▼ Sell$340K
DELL▼ Sell$461K
DELL▼ Sell$786K
DELL▼ Sell$654K
DELL▼ Sell$2.5M
DELL▼ Sell$4.0M
DELL▼ Sell$1.4M
DELL▼ Sell$2.3M
DELL▼ Sell$830K
DELL▼ Sell$777K
DELL▼ Sell$253K
DELL▼ Sell$3.9M
DELL▼ Sell$1.8M
DELL▼ Sell$327K
DELL▼ Sell$384K
DELL▼ Sell$3.5M
DELL▼ Sell$1.1M
DELL▼ Sell$374K
DELL▼ Sell$2.4M
DELL▼ Sell$1.2M
DELL▼ Sell$636K
DELL▼ Sell$523K
DELL▼ Sell$688K
DELL▼ Sell$626K
DELL▼ Sell$324K
DELL▼ Sell$429K
DELL▼ Sell$673K
DELL▼ Sell$395K
DELL▼ Sell$4.0M
DELL▲ Buy—
DELL▼ Sell$848K
DELL▲ Buy—
DELL▼ Sell$45K
DELL▼ Sell$2.4M
DELL▼ Sell$620K
DELL▼ Sell$262K
DELL▼ Sell$3.5M
DELL▼ Sell$1.4M
DELL▼ Sell$296K
DELL▼ Sell$248K
DELL▼ Sell$302K
DELL▼ Sell$973K
DELL▼ Sell$817K
DELL▼ Sell$957K
DELL▼ Sell$1.4M
DELL▼ Sell$789K
DELL▲ Buy—
DELL▼ Sell$5.1M
DELL▼ Sell$4.5M
DELL▼ Sell$482K
DELL▼ Sell—
DELL▼ Sell$1.5M
DELL▼ Sell$979K
DELL▼ Sell$1.8M
DELL▼ Sell$5.7M
DELL▼ Sell$4.8M
DELL▼ Sell$1.3M
DELL▼ Sell$2.2M
DELL▼ Sell$227K
DELL▼ Sell$1.4M
DELL▼ Sell$743K
DELL▼ Sell$373K
DELL▼ Sell$586K
DELL▼ Sell$326K
DELL▼ Sell$997K
DELL▼ Sell$1.4M
DELL▼ Sell$5.2M
DELL▼ Sell$121K
DELL▼ Sell$84K
DELL▼ Sell$1.8M
DELL▼ Sell$4.1M
DELL▼ Sell$1.6M
DELL▼ Sell$143K
DELL▼ Sell$279K
DELL▼ Sell$711K
DELL▼ Sell$1.2M
DELL▼ Sell$3.8M
DELL▼ Sell$2.3M
DELL▼ Sell$683K
DELL▼ Sell$1.3M
DELL▼ Sell$366K
DELL▼ Sell$1.2M
DELL▲ Buy—
DELL▼ Sell$2.6M
DELL▼ Sell$3.6M
DELL▼ Sell$1.6M
DELL▼ Sell$2.4M
DELL▼ Sell$1.5M
DELL▼ Sell$1.9M
DELL▼ Sell$1.4M
DELL▼ Sell$2.9M
DELL▼ Sell$779K
DELL▼ Sell$2.1M
DELL▼ Sell$1.2M
DELL▼ Sell$742K
DELL▼ Sell$1.2M
DELL▼ Sell$1.4M
DELL▼ Sell$363K
DELL▲ Buy—
DELL▼ Sell$1.2M
DELL▼ Sell$1.2M
DELL▼ Sell—
DELL▼ Sell$605K
DELL▼ Sell$748K
DELL▼ Sell$915K
DELL▼ Sell$900K
DELL▼ Sell$383K
DELL▼ Sell$996K
DELL▼ Sell$2.9M
DELL▼ Sell$1.5M
DELL▼ Sell$1.3M
DELL▼ Sell$167K
DELL▲ Buy—
DELL▼ Sell$892K
DELL▼ Sell$1.6M
DELL▼ Sell$1.1M
DELL▼ Sell$2.6M
DELL▼ Sell$1.8M
DELL▼ Sell$1.9M
DELL▼ Sell$994K
DELL▼ Sell$1.2M
DELL▼ Sell$3.0M
DELL▼ Sell$2.7M
DELL▼ Sell$2.6M
DELL▼ Sell$3.9M
DELL▼ Sell$5.3M
DELL▼ Sell$4.6M
DELL▼ Sell$2.4M
DELL▼ Sell$2.8M
DELL▼ Sell$1.6M
DELL▼ Sell$1.9M
DELL▼ Sell$1.7M
DELL▼ Sell$1.7M
DELL▼ Sell$2.2M
DELL▼ Sell$856K
DELL▼ Sell$596K
DELL▼ Sell$1.1M
DELL▼ Sell$578K
DELL▼ Sell$326K
DELL▲ Buy—
DELL▼ Sell$156K
DELL▼ Sell$759K
DELL▼ Sell$374K
DELL▼ Sell$263K
DELL▼ Sell$960K
DELL▼ Sell$310K
DELL▼ Sell$2.7M
DELL▼ Sell$1.3M
DELL▼ Sell$4.9M
DELL▼ Sell$3.9M
DELL▼ Sell$1.7M
DELL▼ Sell$3.0M
DELL▼ Sell$5.5M
DELL▼ Sell$7.7M
DELL▼ Sell$2.8M
DELL▼ Sell$10.0M
DELL▼ Sell$3.3M
DELL▼ Sell$3.8M
DELL▲ Buy—
DELL▼ Sell$2.9M
DELL▼ Sell$2.6M
DELL▼ Sell$4.8M
DELL▼ Sell$2.2M
DELL▼ Sell$962K
DELL▼ Sell$245K

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