> ## Content Index > Fetch the complete content index at: https://www.morningowl.io/llms.txt > Use this file to discover other available public pages before exploring further. # Morning note · September 2, 2026 - URL: https://www.morningowl.io/products/2026-09-02-pro/ - Published: 2026-09-02T12:55:08.000Z - Updated: 2026-09-07T12:19:10.000Z - Author: morningowl - Tags: TKO, DELL, DDOG 👀 Morning. The past day's commentary has spoken. These are the names it kept coming back to. How to read each name below: first line = how morningowl sentiment moved since yesterday, second = where it stands now (-100 to +100). ▸ TKO Group Holdings (TKO) ▲ Up 13 since yesterday Sentiment now +31 Operates mixed martial arts, professional wrestling, and sports media and entertainment businesses globally. Each group's sentiment and how much it drove today's overall move: News sentiment +94; led today's move. Retail sentiment +95; added to it. News commentary centered on TKO's second-quarter 2026 results, highlighting revenue climbing 18% to $1.547 billion and a second full-year guidance raise, framing every segment as contributing. Retail commentary focused on the strategic value of UFC's domestic media rights, noting Paramount's $7.7 billion, seven-year deal that beat out bidders including ESPN, Netflix, and Amazon. Both groups leaned favorable, agreeing on the company's momentum; the difference is emphasis, with news anchored on the reported financials and retail on the media-rights catalyst. As of 2026-09-01, TKO Group Holdings carried a P/E of 163.0, with its last close at the 11.1 percentile of its trailing three-month range and the 6.7 percentile of its twelve-month range, up 0.3% over the past month. Analyst opinion as of the same date leans favorable, with 21 favorable, 6 neutral and no cautious across 27 analysts. The company is scheduled to report earnings on 2026-11-03. ▸ Dell Technologies (DELL) ▲ Up 12 since yesterday Sentiment now +39 Manufactures servers, storage, and PCs for businesses, governments, and consumers. Each group's sentiment and how much it drove today's overall move: News sentiment +86; led today's move. Analyst sentiment +47; added to it, on unusually heavy chatter. Retail sentiment +44; added to it. All three groups centered on Dell's record fiscal Q2, where revenue rose 57.7% to $46.97 billion and full-year guidance was lifted to $192 billion at midpoint. News commentary highlighted the AI server backlog reaching $95 billion and non-GAAP profit of $7.04 per share, with commentators framing the quarter as delivering on prior investor promises. Analyst commentary echoed this favorable tone, exemplified by B of A Securities reiterating its favorable rating and lifting its price target to $600 from $505 on the AI-driven growth. Retail commentary was similarly upbeat, citing Bernstein's price target increase to $650 from $500, though it split on where the best opportunity lies, some weighing Dell as the safer AI infrastructure play against smaller rival SMCI's larger rerating potential, and noting UBS held a neutral stance while raising its target to $500. As of 2026-09-01, Dell Technologies carries a P/E of 38.1, with its last close at the 47.6 percentile of its trailing three-month range and the 86.1 percentile of its twelve-month range, down 0.9% over the past month. Across 35 analysts as of 2026-09-01, opinion leans favorable, with 25 favorable and 10 neutral. The company is scheduled to report earnings on 2026-11-23. ▸ Datadog (DDOG) ▼ Down 10 since yesterday Sentiment now +2 Provides a cloud-based observability and security platform for monitoring applications and infrastructure. Each group's sentiment and how much it drove today's overall move: Retail sentiment -84; led today's move. News sentiment -32; added to it. Retail commentary is dismissive and downbeat, focused on eroding competitive standing, pointing to a claimed Uber contract cancellation and larger rivals bundling similar functionality for free as evidence the moat is shrinking. News commentary ties the day's decline to broader macro forces rather than anything company-specific, grouping DDOG with Okta, JFrog, Zscaler and Elastic as shares fell on Middle East tensions and rising global bond yields. Both groups lean negative, but they differ on cause: retail cites company fundamentals and churn, while the news framing attributes the slide to sector-wide risk aversion. As of 2026-09-01, Datadog carried a P/E of 512.0, with its last close near the bottom of its trailing 3-month range at the 11.1 percentile, higher in its 12-month range at the 76.6 percentile, and down 16.5% over the past month. Analyst opinion as of the same date leaned favorable across 51 favorable, 4 neutral, and 1 cautious. It is scheduled to report earnings on 2026-11-02. That's a wrap on today's chatter, the market said its piece, and now it's nap time. See you tomorrow. 🦉☕ This is not investment advice. morningowl is a publisher, not a registered investment adviser. We may hold positions in any security mentioned. Past performance and historical commentary patterns do not predict future results. Our data and analysis are provided "as is" and may contain inaccuracies; we accept no liability for errors or for any decisions made in reliance on them.