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Risenshine! Here is digest of signals harvested on 2026-06-25.
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Markets
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International - 06/25 |
-1.0493% -7.3143% MoM | +0.2011% -2.3519% MoM | -0.2633% -4.1544% MoM | -0.9426% -0.9259% MoM |
-0.9426% -0.9259% MoM | -1.135% +0.9863% MoM | -0.427% +0.4307% MoM | -1.2547% -5.1121% MoM |
+0.1504% -1.4428% MoM | +0.082% -8.2331% MoM | -1.1997% +2.6142% MoM | -1.4316% -9.4825% MoM |
-0.1509% -0.3122% MoM | +1.1412% +2.2245% MoM | -0.4941% +2.5259% MoM | +0.142% -9.383% MoM |
+0.0675% +0.816% MoM | -4.1822% -4.093% MoM | +0.7095% -7% MoM | -0.3141% -1.5512% MoM |
+0.7114% +4.5359% MoM | -0.871% -4.6597% MoM | +0.7531% -12.2449% MoM | -0.8584% -3.8611% MoM |
-2.3327% -6.652% MoM |
Commodities - 06/25 |
-3.0213% -11.6135% MoM | -7.0877% -25.7315% MoM | -4.467% -22.4161% MoM | -4.8797% -19.7858% MoM |
-0.1504% -3.3127% MoM | +0.6008% +1.5156% MoM | -2.7063% -6.969% MoM | +2% +7.516% MoM |
-0.7168% -8.5809% MoM | -0.2676% -7.6796% MoM | -1.8868% -12.0724% MoM | +0.612% -8.6161% MoM |
Favorites - 06/25 |
-0.4356% -18.2627% MoM | -0.0212% +3.1455% MoM | -2.2677% -12.1554% MoM | -0.5199% -7.3816% MoM |
-4.6198% -18.4036% MoM | +5.4706% +18.5388% MoM | +0.0683% -11.6929% MoM | -2.729% -22.9165% MoM |
-2.4502% -15.0383% MoM | -1.9951% +11.7863% MoM | -0.4763% +6.5819% MoM | -3.292% -20.6615% MoM |
-0.8386% +32.8628% MoM | -0.4145% -4.946% MoM | +3.7042% +4.4181% MoM |
Sectors - 06/25 |
-0.0463% -2.3115% MoM | +0.7688% +3.259% MoM | -0.297% +3.6066% MoM | -0.2912% -0.4473% MoM |
-0.3132% +5.5097% MoM | +0.1102% +2.9195% MoM | +0.2491% +0.6881% MoM | +0.3877% +4.351% MoM |
+0.81% -3.7545% MoM | -1.0626% -8.924% MoM |
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Gainers
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Market closed! Happy holidays! |
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Losers
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Market closed! Happy holidays! |
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Business
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Impact of leadership challenges and party dynamics on post-Brexit UK governance |
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🗺 Background:- The UK has faced significant political flux and leadership turnover since the Brexit referendum in 2016.
- Internal Conservative Party divisions have shaped debate over Brexit implementation and post-EU policy direction.
- Brexit has transformed UK governance, requiring new trade, regulatory, and diplomatic approaches.
- Ongoing leadership contests have affected market confidence and administrative continuity.
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🎩 Key stakeholders:- The Conservative Party, currently the governing party, has experienced multiple leadership changes post-Brexit.
- Labour Party, led by Keir Starmer, acts as the main opposition and influences parliamentary scrutiny on Brexit outcomes.
- Key government institutions include Parliament, the Cabinet Office, and devolved governments in Scotland, Wales, and Northern Ireland.
- Major business groups like the Confederation of British Industry (CBI) monitor and respond to policy shifts.
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💡 News facts:- As of June 25, 2026, the Conservative Party faces renewed leadership pressure after high-profile resignations and a plunge in opinion polls, according to BBC News (2026-06-25).
- Rishi Sunak, current Prime Minister, is reportedly under fire from the right and centrist factions within his party due to disagreements over the UK-EU trade protocol, reported by The Guardian (2026-06-25).
- The Labour Party has called for a snap general election, citing government instability as noted by Financial Times (2026-06-25).
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➡ Potential consequences:- Near-term consequences may include further Cabinet reshuffles or a potential Conservative leadership contest.
- Market volatility and policy uncertainty may rise if leadership questions persist or if an election is called.
- Medium-term, persistent party dynamics could delay or dilute post-Brexit legislative and regulatory reforms.
- Institutional confidence and international perceptions of UK stability may be negatively impacted.
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Escalating U.S.-Iran tensions: Negotiation breakdowns and global economic repercussions |
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🗺 Background:- Tensions between the U.S. and Iran have risen sharply since the U.S. withdrew from the 2015 nuclear deal (JCPOA) in May 2018.
- Negotiations aimed at reviving the nuclear deal have repeatedly stalled, with the latest round collapsing in June 2024.
- Iran has increased its uranium enrichment levels beyond JCPOA limits, prompting international concern.
- Global oil prices are sensitive to developments in U.S.-Iran relations due to Iran's status as a major oil producer.
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🎩 Key stakeholders:- President Joe Biden and Iranian President Ebrahim Raisi are key political leaders involved in the ongoing tensions.
- The International Atomic Energy Agency (IAEA) monitors Iran's nuclear activities and reports on compliance.
- Major oil companies, including ExxonMobil and TotalEnergies, are closely tracking instability in the Middle East.
- Global financial markets, including the New York Stock Exchange, react immediately to changes in U.S.-Iran dynamics.
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💡 News facts:- On June 24, 2026, Reuters reported that talks between U.S. and Iranian negotiators broke down in Vienna, leading to a 4% spike in Brent crude oil prices https://www.reuters.com/markets/commodities/oil-prices-jump-on-iran-us-breakdown-2026-06-24/, published 2026-06-24.
- Bloomberg stated on June 24, 2026, that the IMF revised global GDP growth forecasts downward by 0.2% in response to increased geopolitical risk from the U.S.-Iran standoff https://www.bloomberg.com/news/articles/2026-06-24/imf-cuts-global-gdp-outlook-amid-iran-us-tensions, published 2026-06-24.
- The Wall Street Journal reported on June 24, 2026, that Tesla temporarily paused production at its Texas Gigafactory due to supply chain disruptions linked to higher Middle East shipping costs https://www.wsj.com/articles/tesla-halts-production-middle-east-tensions-2026-06-24, published 2026-06-24.
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➡ Potential consequences:- In the near term, sustained breakdown of negotiations could push crude oil prices above $100 per barrel.
- Energy-intensive industries may face higher input costs due to disruptions in oil and gas supply chains.
- Global inflationary pressures could intensify, prompting central banks to reconsider interest rate policies.
- Medium-term risks include escalation to direct military confrontation impacting wider regional economic stability.
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The vulnerability of rural America: Environmental and market crises converging on farming |
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🗺 Background:- Rural America is experiencing increasing vulnerability due to the intersection of severe environmental events such as widespread droughts and floods and ongoing market volatility in agriculture.
- Over 90% of American farms are family-owned, and more than 40% rely on off-farm income, meaning local economic shocks have broad societal impacts.
- Climate change is intensifying the risks agricultural communities face, with the USDA estimating that climate-induced crop loss cost the U.S. over $18 billion from 2020 to 2023.
- The global agricultural market's fluctuations, including commodity price swings and disruptions from trade tariffs, have heightened pressure on farmers.
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🎩 Key stakeholders:- Small to mid-sized family farmers across states like Iowa, Nebraska, and Kansas are particularly affected by these converging crises.
- Large agribusiness corporations such as Cargill, ADM, and Deere & Company set market conditions but are less sensitive to localized shocks.
- Federal agencies including the USDA and EPA, as well as local cooperative extensions and community banks, play roles in policy and relief.
- Insurance providers, climate scientists, and rural advocacy groups are critical in shaping preparedness and recovery.
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➡ Potential consequences:- In the near-term, more farms may exit agriculture, leading to accelerated rural depopulation—USDA projections show a possible 5% county-level population decline by late 2026.
- Small town economies could face higher unemployment rates as farm closures ripple through support industries including machinery, grain handling, and transportation.
- Medium-term, degraded land and water resources from repeated droughts and chemical contamination may reduce crop diversity and resilience.
- Market consolidation may intensify as large corporations buy distressed family farms, threatening local autonomy and economic diversity.
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Military innovation in contested regions: Drone usage and air-defense adaptations in the Russia-Ukraine war |
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🗺 Background:- The Russia-Ukraine war has intensified the development and deployment of unmanned aerial vehicles (UAVs) for reconnaissance, attack, and logistical support since 2022.
- Both sides have rapidly adapted traditional air-defense systems to counter evolving drone threats, resulting in a new era of agile, multi-layered defense.
- Contested regions such as Donetsk and Kherson have seen concentrated drone warfare, including FPV drones, kamikaze loitering munitions, and swarm tactics.
- Cyber warfare and electronic countermeasures have become integral, with frequent adaptation cycles driven by battlefield feedback.
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🎩 Key stakeholders:- Ukrainian Armed Forces and Russia's Ministry of Defence are the principal military actors shaping drone innovation and air-defense tactics.
- Private companies like Ukrspecsystems and Kalashnikov Group supply tactical UAVs and anti-drone technology to respective sides.
- Institutions such as NATO provide intelligence and technology transfer to Ukraine to bolster its air-defense capacity.
- Key leaders include Valerii Zaluzhnyi (Ukraine) and Sergei Shoigu (Russia).
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💡 News facts:- On June 24, 2026, Ukraine deployed newly modified Buk-M1 air-defense systems in Zaporizhzhia region, successfully intercepting 9 Russian Lancet drones according to Reuters https://www.reuters.com/world/europe/ukraine-deploys-modified-buk-systems-against-lancet-drones-2026-06-24/, published June 24, 2026.
- On June 24, 2026, Russia announced the operational use of KUB-BLA loitering munitions in Donetsk, targeting Ukrainian air-defense radars with video evidence released by TASS https://tass.com/defense/1646743, published June 24, 2026.
- On June 24, 2026, Ukrainian startup DroneLab tested its Banshee-2 electronic warfare drone near Kherson, with results showing successful jamming of Russian Orlan-10 reconnaissance platforms reported by Kyiv Post https://www.kyivpost.com/tech/29434, published June 24, 2026.
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➡ Potential consequences:- Near-term, Ukraine and Russia will intensify rapid iteration of drone and counter-drone technologies, leading to more frequent battlefield breakthroughs and shifting tactical advantages.
- Medium-term, proliferation of low-cost combat drones and tailored air-defense adaptations is likely to influence military doctrines across NATO and neighboring regions.
- The ongoing arms race in drone warfare may escalate risks for civilian infrastructure and regional escalation beyond Ukraine.
- Data-driven electronic warfare evolution will spur broader defense industry innovation and international procurement competition.
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AI model rivalry and regulatory change in the tech and consumer health landscape |
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🗺 Background:- AI model competition is intensifying across sectors including big tech and consumer health, driven by rapid advances in large language models and generative AI in 2024.
- Regulatory frameworks are changing globally, with agencies like the EU, FDA, and FTC escalating scrutiny of AI use in health and consumer technology since early 2024.
- Major companies have accelerated deployments of AI models for health diagnostics and personalized recommendations, raising questions around data privacy and safety.
- Recent proposals emphasize algorithmic transparency as a core requirement, following public concerns over model bias and errors.
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🎩 Key stakeholders:- OpenAI, Google, and Microsoft are leading the AI model race, each launching consumer health solutions with AI integration in Q2 2024.
- Regulatory agencies include the European Commission, US Food & Drug Administration (FDA), and Federal Trade Commission (FTC).
- Prominent executives are Sam Altman (OpenAI), Sundar Pichai (Google), and Satya Nadella (Microsoft), who have commented on model governance since May 2024.
- Consumer health startups such as Tempus and Babylon have adopted generative AI tools for diagnostics and analysis.
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➡ Potential consequences:- Short-term, increased scrutiny may delay consumer health AI product launches and impose stricter reporting standards.
- Medium-term, model rivalry could accelerate industry consolidation—with larger players acquiring innovative startups to secure technological advantage.
- Regulatory changes may foster safer AI adoption but could also constrain rapid deployment, especially for diagnostics and personal wellness applications.
- Cross-border AI regulation harmonization is likely to become a major policy agenda by late 2024 as global usage expands.
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Science News
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Impact of Layered Drone Warfare on Battlefield Tactics and the Modernization of Trench Attrition |
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🗺 Background:- Layered drone warfare refers to coordinated use of multiple UAV types, including quadcopters and fixed-wing drones, to achieve tactical dominance since 2022.
- Modern trench attrition tactics have evolved in Ukraine, with drones enhancing surveillance, target acquisition, and precision strikes.
- The integration of drones has shifted battlefield dynamics, reducing infantry exposure and replacing some artillery roles.
- Military modernization programs in NATO and Russia now prioritize drone-centric solutions for force multipliers and defensive measures.
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🎩 Key stakeholders:- Ukrainian Armed Forces, supported by Aeros and Ukrspecsystems, are leading operational use of layered drones in current trench warfare.
- Russian Ministry of Defense and manufacturer Kalashnikov Concern are investing in counter-drone and attack drone technologies.
- The U.S. Department of Defense collaborates with companies like AeroVironment and Palantir on battlefield autonomy and AI-driven drone systems.
- International institutions including NATO and OSCE are actively monitoring and reporting on drone-led changes in battlefield tactics.
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➡ Potential consequences:- Near-term, infantry survivability in contested trenches will rise due to improved situational awareness and rapid drone-initiated response.
- Attrition rates for static armored positions may increase as layered drone attacks puncture defensive lines with greater frequency.
- Medium-term, military procurement will shift towards AI-driven drone swarms and counter-drone electronic warfare systems.
- Future trench warfare doctrines and training will embed drone operators alongside traditional combat units.
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Economic Implications of Achieving 27% Annual Global GDP Growth through Artificial Intelligence |
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🗺 Background:- Global GDP growth historically averages around 3-4% per year, with major exceptions during economic shocks and technological revolutions.
- Artificial Intelligence (AI) is projected to boost productivity, with PwC estimating over $15.7 trillion increase to global GDP by 2030.
- A sustained 27% annual GDP growth would represent an unprecedented scenario, potentially achievable only through radical and widespread automation and AI integration.
- The rapid adoption of AI in sectors such as finance, manufacturing, and healthcare is seen as a catalyst for potential exponential economic expansion.
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🎩 Key stakeholders:- Tech companies like Microsoft, Google, and OpenAI are leading the development and deployment of advanced AI technologies.
- International organizations such as the IMF and World Bank monitor macroeconomic impacts and issue guidance on AI-driven growth.
- Government agencies, including the US Federal Reserve and China's Ministry of Industry and Information Technology, shape regulatory responses to AI-driven economic change.
- Prominent AI thought leaders, including Andrew Ng and Fei-Fei Li, influence policy and research directions.
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💡 News facts:- No valid recent facts (within the last 24 hours) with explicit URLs found in available articles; result truncated as per instructions.
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➡ Potential consequences:- Near-term consequences could include rapid shifts in labor markets, with automation displacing millions of traditional jobs globally.
- Medium-term effects may involve national inequalities in AI access driving geopolitical tensions and policy responses.
- A 27% annual GDP growth rate could strain infrastructure, supply chains, and environmental sustainability, requiring unprecedented adaptation.
- Financial markets may experience volatility as valuations outpace traditional economic metrics due to AI-driven growth.
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Agentic Commerce Optimization and the Role of Applied Machine Learning in AI Shopping Agents |
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🗺 Background:- Agentic Commerce Optimization leverages AI agents to enhance online shopping efficiency and personalization.
- Applied Machine Learning techniques are crucial for dynamic pricing, recommendation systems, and inventory management.
- AI shopping agents are increasingly deployed by e-commerce companies since 2023 to automate consumer tasks.
- The field has gained momentum with advancements in reinforcement learning and large language models.
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🎩 Key stakeholders:- Amazon and Alibaba are leading platforms integrating agentic AI for commerce optimization.
- Institutions such as MIT and Stanford conduct research on AI agent behavior and marketplace impacts.
- Applied Machine Learning engineers and product managers are at the forefront of developing these systems.
- OpenAI and Google are major technology vendors powering agentic commerce functionalities.
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➡ Potential consequences:- Near-term, agentic commerce could boost customer satisfaction and conversion rates across major e-commerce sites.
- AI shopping agents may drive competition by enabling real-time dynamic pricing, influencing market volatility in the medium term.
- Privacy concerns could arise as more granular user behavior data is collected and leveraged by AI agents.
- Workforce shifts are probable as agentic commerce automates traditional retail and customer support roles.
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China’s Ascendancy in the Robotaxi Industry: Key Factors and Strategic Implications |
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🗺 Background:- China has emerged as a global leader in the robotaxi industry with heavy investment since 2018.
- Major urban pilots in cities such as Beijing and Shanghai began expanding in 2021.
- Government support includes regulatory sandboxes and subsidies for autonomous vehicle companies.
- Chinese robotaxi fleets now outnumber most Western counterparts, accelerating deployment.
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🎩 Key stakeholders:- Baidu, Inc. launched Apollo Go, China’s largest robotaxi service, in Beijing in 2020.
- WeRide is a Guangzhou-based firm partnered with Nissan and local governments.
- The Ministry of Industry and Information Technology oversees regulatory standards for autonomous vehicles.
- Alibaba-backed AutoX received Shanghai's first fully driverless robotaxi permit in 2022.
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➡ Potential consequences:- Near-term: Increased robotaxi coverage in urban China will reduce taxi labor demand and reshape transportation economics.
- Near-term: Regulatory changes may drive rapid compliance spending and technological upgrades across fleets.
- Medium-term: China’s leadership might set global benchmarks for robotaxi safety standards, influencing US and EU policy.
- Medium-term: Expansion could accelerate domestic AI innovation but potentially lead to export controls on autonomous tech.
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Effects of the Trump Administration’s Regulatory Actions on Anthropic and the Competitive Landscape of the AI Sector |
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🗺 Background:- The Trump Administration implemented numerous regulatory actions affecting the AI industry between 2017 and 2021.
- Anthropic, an AI safety and research company, operates in a sector impacted by changing US government policies regarding data, exports, and antitrust.
- Key regulations involved export controls, data privacy standards, and barriers to Chinese AI firms accessing US technology.
- The competitive landscape of AI is shaped by US government policy, affecting companies like Anthropic, OpenAI, and Google.
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🎩 Key stakeholders:- Anthropic is a major AI safety research company founded by Dario Amodei and Daniela Amodei.
- The Trump Administration, notably through the Department of Commerce and the White House Office of Science and Technology Policy, shaped AI regulation.
- Other AI sector leaders include OpenAI, Google DeepMind, Microsoft, and Nvidia.
- Regulatory bodies such as the Federal Trade Commission (FTC) and National Institute of Standards and Technology (NIST) play critical roles.
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➡ Potential consequences:- Near-term effects may include increased compliance costs for US-based AI companies such as Anthropic due to stricter export controls.
- Potential medium-term outcomes involve reduced foreign competition, particularly from Chinese AI firms, due to US regulatory barriers.
- Sector innovation may be slowed as companies focus resources on regulatory compliance rather than R&D.
- Antitrust scrutiny could reshape partnerships and consolidation in the AI industry, impacting market dynamics.
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Culture
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Guo Xi "The art of painting landscapes is to capture the spirit and essence of nature, not just its appearance..." Guo Xi was a prominent Chinese landscape painter during the Northern Song Dynasty in the 11th century. He is best known for his masterpiece 'Early Spring,' which exemplifies the grandeur and depth of Song dynasty landscape painting.... | Ouyang Xiu "True learning is to know the extent of one's ignorance..." Ouyang Xiu was a renowned Chinese statesman, historian, essayist, calligrapher, and poet of the Song Dynasty in the 11th century. He played a significant role in reviving classical prose and was influential in both literary and political spheres.... |
Su Song "Heaven's order is reflected in the workings of time, and through study, we can understand the universe's patterns..." Su Song was a Chinese polymath of the Song Dynasty known for his work in astronomy, clockmaking, and pharmacology in the 11th century. He is famous for constructing a complex astronomical clock tower featuring an early escapement mechanism.... | Emperor Shenzong of Song "The prosperity of the state depends on the wisdom and diligence of its people..." Emperor Shenzong was the sixth emperor of the Song Dynasty, ruling from 1067 to 1085 in 11th century China. He is known for supporting the reforms of Wang Anshi aimed at strengthening and modernizing the Song government.... |
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NASA
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Anticrepuscular Rays over Sicily (2026-06-25) Credits: Marcella Giulia Pace
Text:
Cecilia Chirenti
(NASA
GSFC,
UMCP,
CRESST II) |
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Github
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Trading tools |
DesktopTrader 10 stars #260 An Algorithm Manager that allows you to develop, test, and run stock trading algorithms on Alpaca. The Python library includes buy/sell functions, historical data, technical indi... | Quantitative-Trading 9 stars #261 目前还不能用,只能提供一种思路。。。使用强化学习做A股的量化交易-Using deep reinforcement learning to do quantitative trading of a shares A-Stock... |
QTC 9 stars #262 Quantitative Trading Camp... | Fixed-Income-and-Quantitative-Trading 9 stars #263 Fixed Income Trading Lectures... |
Sea Vessels |
USV-telemetry-Rust 0 stars #260 Modern real-time telemetry dashboard for Unmanned Surface Vehicles with GPS tracking, camera feeds, and system monitoring... | First-Project-Semester2- 0 stars #261 Blaffers Park Marina project . Developed an application using Visual Studio 2015. Project functionalities: automate the tracking of registered customers, the slips they lease, and ... |
nmea_gps 0 stars #262 Various bits of code to get around bugs in Navionics app support of UDP and to archive my GPS tracks on my boat. ... | NHLSolarboatRacing-Telit-15 0 stars #263 This is the software flashed on our boardcomputer, it tracks the boat using gps built in the gm862 and also interprets CAN messages sent by various sensors present on the boat. Thi... |
Air Vessels |
PlanetTracking 0 stars #260 PlanetTracking... | PlaneTracking_ 0 stars #261 |
planeTracking 0 stars #262 | PlaneTracking 0 stars #263 |
Imagery |
augmentator 7 stars #260 Ready-to-use tool for image augmentation... | Dermoscopic-image-classification 7 stars #261 Repository contain code for paper titled "Class Imbalanced Dermoscopic Image Classification using Data Augmentation and GAN"... |
data-aug-invariance 7 stars #262 A pipeline for flexibly training and evaluating neural networks for image object recognition with Keras. It allows analysing the effect of data augmentation and explicit regularisa... | VQ-MAGE-Med 7 stars #263 [MICCAI 2024] Adapting Pre-trained Generative Model to Medical Image for Data Augmentation... |
Video |
Imagine360 184 stars #260 [Neurips 2025] Imagine360: Immersive 360 Video Generation from Perspective Anchor... | VideoDirectorGPT 182 stars #261 official implementation of VideoDirectorGPT: Consistent Multi-scene Video Generation via LLM-Guided Planning (COLM 2024)... |
MagicMotion 182 stars #262 [ICCV 2025] MagicMotion: Controllable Video Generation with Dense-to-Sparse Trajectory Guidance... | 360DVD 180 stars #263 [CVPR2024] 360DVD: Controllable Panorama Video Generation with 360-Degree Video Diffusion Model... |