Picks for 2026-07-27

1. HSAIHesai Group

   Hesai Group (HSAI) is seeing increased trading interest today after announcing it will report its second-quarter 2026 financial results on Tuesday, August 18, 2026, before the U.S. market opens. This news has led to a positive market reaction, with the stock gaining nearly 6% following the announcement. Despite this, the stock is currently trading near its 52-week low and has experienced a significant year-to-date decline.

   5-day return +15.29% · +12.78% vs SPY · beat SPY

2. TCEHYTencent Holdings Limited

   Tencent Holdings (TCEHY) is seeing increased investor attention due to its aggressive push into AI, including the recent launch of an AI-powered cultural heritage game and strategic investments in Chinese AI champions like Moonshot AI and DeepSeek. This AI focus, alongside a reported re-evaluation of its gaming portfolio, is driving both potential catalysts and headline risk for the stock. The stock is currently trading below its short-term moving averages, suggesting some recent downward pressure despite the longer-term AI narrative.

   5-day return +9.46% · +6.95% vs SPY · beat SPY

3. PSAPublic Storage

   Public Storage (PSA) is seeing movement today after announcing the completion of its acquisition of National Storage Affiliates (NSA) on July 22, 2026. This $10.5 billion all-stock transaction is expected to be accretive to FFO per share within the first year, with further accretion anticipated from $110-$130 million in synergies over the next three to four years. The company is also set to release its second-quarter 2026 earnings on July 29, 2026.

   5-day return +0.58% · -1.93% vs SPY · lagged SPY

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