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Risenshine! Here is digest of signals harvested on 2026-06-27.
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Markets
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International - 06/26 |
-1.0713% -7.0039% MoM | -0.7089% -2.5652% MoM | -0.2616% -3.1124% MoM | -0.5428% -0.6776% MoM |
-0.5428% -0.6776% MoM | -0.2041% +1.5225% MoM | -1.7534% +0.5984% MoM | +0.6108% -5.7912% MoM |
+0.2978% -0.7098% MoM | -0.4667% -7.5052% MoM | -1.5858% +1.8868% MoM | -0.2841% -10.5606% MoM |
-0.6318% +0.5526% MoM | +0.263% +2.0803% MoM | -2.0017% -0.1554% MoM | -0.142% -8.7013% MoM |
+0.3044% +1.1941% MoM | -1.0547% -4.5328% MoM | +1.0135% -7.4303% MoM | -0.0529% -2.4264% MoM |
+0.733% +0.3652% MoM | 0% -5.3487% MoM | -1.6441% -14.3532% MoM | -1.6954% -6.1358% MoM |
+0.9404% -6.054% MoM |
Commodities - 06/26 |
+1.1287% -8.5339% MoM | +1.7571% -21.0667% MoM | -3.5038% -19.4994% MoM | +1.9324% -15.261% MoM |
-0.4458% -2.439% MoM | -1.1357% -0.4169% MoM | +0.9465% -2.9886% MoM | +1.0213% +6.1717% MoM |
-0.531% -6.3333% MoM | -1.7287% -6.6919% MoM | -0.7514% -13.0981% MoM | -3.2122% -11.2241% MoM |
Favorites - 06/26 |
+4.8188% -14.9051% MoM | -2.0636% +5.2549% MoM | +5.7081% -9.6203% MoM | -1.6399% -9.4403% MoM |
-2.5777% -22.2193% MoM | +4.5196% +18.7851% MoM | +2.5021% -14.405% MoM | -0.2735% -25.7905% MoM |
+0.794% -14.9129% MoM | -3.8653% +10.4258% MoM | -3.4244% +5.379% MoM | -7.5695% -18.856% MoM |
-5.1518% +34.2577% MoM | +3.1365% -8.7084% MoM | +0.2478% +2.601% MoM |
Sectors - 06/26 |
-0.7231% -2.8609% MoM | +3.0264% +7.7626% MoM | +0.2245% +4.1813% MoM | +1.4577% +1.3668% MoM |
-5.6398% +4.603% MoM | -0.2528% +2.7334% MoM | +1.1551% +2.8049% MoM | +0.3742% +4.7056% MoM |
-0.0883% -1.5289% MoM | -5.561% -13.3716% MoM |
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Gainers
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| Sadot Group Inc. Common Stock +212.5% Sadot Group Inc consisted of one distinct operating unit engaged in the Agri-Foods industry. Its operating unit was intended to be a Agri-Foods company engaged in farming, commodit... |
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Losers
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PS International Group Ltd. Ordinary Shares -88.9% PS International Group Ltd is a freight forwarding service provider in Hong Kong with networks across the globe. It provides air and ocean export and import freight forwarding serv... | Taboola.com Ltd. Warrant -88% Taboola is a performance-based native advertising network designed to improve click-through rates and increase monetizable events for advertisers while generating yield for publish... |
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Business
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Trump's Impact on Corporate America: From Oil Price Gouging Accusations to Policy Uncertainty |
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🗺 Background:- Donald Trump has had a complex relationship with major corporate sectors, especially energy and real estate, since his first presidency in 2017.
- Oil price manipulation and regulatory shifts have been contentious under Trump-led policy, making headlines across multiple terms.
- Recent events show Trump publicly accusing sectors, including his own top donors, of economic malpractice and market distortions.
- Policy uncertainty, including abrupt changes in stance, is a hallmark of Trump's influence on U.S. corporate governance.
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🎩 Key stakeholders:- Donald Trump is the principal policymaker driving these accusations and reversals.
- Major U.S. oil companies such as Chevron, ExxonMobil, and their executives represent both donors and subjects of Trump's price gouging allegations.
- The Department of Justice is named by Trump as the agency to investigate alleged oil price gouging.
- Key Congressional leaders and institutions, including those passing the 21st Century ROAD to Housing Act, are stakeholders in ongoing housing and regulatory uncertainty.
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➡ Potential consequences:- Near-term consequences include DOJ scrutiny of major oil firms and increased volatility in energy and housing markets.
- Trump's reluctance to sign a key housing bill heightens investor uncertainty and may delay relief for developers and homeowners.
- Reinstating stringent immigration policies could impact labor supply and compliance costs for American businesses.
- Medium-term, persistent policy unpredictability driven by Trump's actions may erode corporate planning and investment confidence.
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The Real Costs of the Iran War: Analyzing Inflation, Corporate Responses, and Energy Shocks |
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🗺 Background:- The Iran war has caused significant disruptions in global energy markets since early 2026.
- Inflation rates surged across multiple economies following oil supply interruptions through the Strait of Hormuz.
- Corporate responses have aimed to stabilize consumer prices amid cost pressures from energy shocks.
- U.S. household expenses have risen markedly due to increased fuel and goods prices resulting from the conflict.
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🎩 Key stakeholders:- The Federal Reserve and its policymakers are central in monitoring inflation trends tied to oil shocks.
- Moody's Chief Economist Mark Zandi is analyzing the specific cost burden on U.S. households.
- Goldman Sachs provides data on electric vehicle adoption rates in the post-war transition.
- Major U.S. corporations, especially those dependent on transportation and manufacturing, are directly impacted by energy price volatility.
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💡 News facts:- A Fortune survey released on June 25, 2026, states that 25% of 530 executives now cite inflation as their top concern, up from 9.5% last quarter, due to oil price shocks associated with the Iran war. https://fortune.com/2026/06/25/fed-survey-cfo-inflation-economy-oil-prices-iran-war-strait-of-hormuz/
- On June 25, 2026, Business Insider reported that Mark Zandi of Moody's calculated that the Iran war has already imposed substantial extra costs on American households, with further increases possible even as the war deescalates. https://www.businessinsider.com/economist-iran-war-cost-consumer-spending-gas-prices-groceries-economy-2026-6#article
- Goldman Sachs found in a Fortune article published June 25, 2026, that EV adoption surged 3.4% after the Iran War, outpacing gains from any single climate policy to date. https://fortune.com/2026/06/25/how-many-electric-vehicles-after-iran-war-goldman-sachs/
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➡ Potential consequences:- Near-term, U.S. corporations may be forced to raise consumer prices if oil costs remain elevated, reversing the trend of absorbing shocks.
- Continued inflation could suppress consumer spending and drive further demand for electric vehicles as alternatives to traditional fuels.
- Medium-term, there is a risk of sustained high household costs, with broader economic impacts if household demand weakens.
- Policy shifts toward accelerating renewable energy infrastructure investment could gain momentum.
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The AI and Tech Investment Cycle: From Billion-Dollar Capex to Market Restructuring and Labor Transformations |
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🗺 Background:- The AI technology investment cycle has led to an estimated $5.5 trillion in capital expenditures by hyperscale firms as of mid-2026.
- Major global tech selloffs and rebounds have recently been triggered by changes in demand for advanced semiconductors, notably AI-oriented memory chips.
- Government and industry respond to AI-induced labor market disruptions with large-scale workforce retraining investment programs.
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🎩 Key stakeholders:- JPMorgan Chase & Co. analysts shape capital market perspectives on AI cycles, issuing influential midyear reports.
- Micron Technology, a leader in memory chip production, directly impacts AI hardware valuation and Wall Street pricing models.
- Gina Raimondo, U.S. Secretary of Commerce, plays a central policy role in AI workforce transformation and government retraining initiatives.
- Hyperscalers such as Microsoft, Google, Amazon, and Meta drive the bulk of AI infrastructure spending cycles.
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➡ Potential consequences:- In the near term, robust AI capex is expected to support tech market valuations but raises concerns about asset bubbles.
- Medium-term labor markets may see significant disruption, with large-scale retraining programs aiming to manage AI-driven job transitions.
- Capital allocation could shift as investors and analysts restructure fundamental valuation models for AI and semiconductor firms.
- Policymakers and companies may increase collaboration on workforce adaptation to mitigate risks of economic instability.
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Adaptation and Vulnerability: Heatwaves, Green Energy Risks, and Old Solutions to Climate Stress |
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🗺 Background:- Heatwaves are becoming more frequent and intense globally, disrupting infrastructure, businesses, and public health.
- Green energy projects, although critical for emissions reduction, face increased physical risks from extreme weather events.
- Historically, people used non-electrical methods such as ice blocks and public fountains to adapt to high temperatures before air conditioning became widespread.
- The vulnerability of energy and cooling infrastructure to climate stress highlights adaptation challenges worldwide.
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🎩 Key stakeholders:- European rail networks and food businesses are directly affected by recent heatwave infrastructure failures and supply disruptions.
- Indian state governments and energy developers manage 239 gigawatts of at-risk green power projects.
- Urban populations, particularly in cities with inadequate cooling infrastructure, are highly exposed to heatwave impacts.
- National and local adaptation planning agencies coordinate climate risk response and public safety measures.
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💡 News facts:- On June 25, 2026, a heatwave across Europe led to train cancellations, early closures, and ice cream shortages impacting local economies and daily routines (https://www.businessinsider.com/heat-wave-europe-temperatures-photos-2026-6#article).
- A June 25, 2026 report highlighted that 239 GW of India’s proposed green energy projects are highly vulnerable to climate damage, including tornadoes, wildfires, and extreme floods.
- Published June 25, 2026, historical analysis shows Americans often used blocks of ice and fire hydrants to stay cool before air conditioning, demonstrating older adaptation methods (https://www.businessinsider.com/how-people-stayed-cool-before-air-conditioning-2026-6#article).
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➡ Potential consequences:- Near-term, further infrastructure and service disruptions could occur during future heatwaves, amplifying economic losses and public health risks.
- Green energy investments at risk may face construction delays, cost overruns, or critical failures, threatening renewable capacity expansion.
- Medium-term, reliance on mechanical cooling and vulnerable infrastructure could increase energy demand and adaptation costs.
- Rediscovery or modernization of low-tech cooling solutions might offer adaptive resilience, especially in regions facing resource or power constraints.
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Shifting Global Power and Security: Ukraine War Tech, NATO Concerns, and Rising AI-Driven Weaponry |
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🗺 Background:- The Ukraine war has catalyzed advancements in military technology, particularly AI-driven drones and autonomous weaponry.
- NATO allies are rapidly examining Ukraine's drone tactics and integrating these learnings into their own defense strategies.
- Concerns over alliance cohesion and the role of new technology in security and deterrence are rising among Western policymakers.
- The emergence of AI in warfare is creating new security dilemmas and shifting the balance of military power.
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🎩 Key stakeholders:- NATO and its member states are key actors responding to technological changes prompted by the Ukraine conflict.
- Ukrainian military commanders, notably Serhii 'Flash' Beskrestnov, are shaping the conversation around AI-driven drones.
- Russia and Ukraine are leading the way in combat testing AI-enabled drones on the battlefield.
- PIMCO and other economic commentators are evaluating the potential geopolitical impacts of US policy shifts on alliances like NATO.
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➡ Potential consequences:- Widespread adoption of AI-driven drones by NATO and Russia could escalate the arms race and raise major ethical and operational questions.
- Diverging views between frontline commanders and Western institutions on technology development may create strategic friction within alliances.
- Economic and political stability within NATO could be tested by shifts in US policy, but immediate impacts may be mitigated if threats are seen as bluffs.
- The integration of autonomous weaponry may change deterrence dynamics and operational doctrines in both the near and medium term.
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Science News
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Impacts and Limitations of Training Artificial Intelligence on Video Game Data for Real-World Applications |
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🗺 Background:- Training artificial intelligence on video game data leverages millions of gameplay hours to simulate complex, dynamic environments.
- The approach is designed to build AI agents with adaptable problem-solving and decision-making abilities that mirror human intuition.
- Prior projects have used environments like OpenAI's Gym and DeepMind's DMLab to provide rich challenges for AI models.
- Critics argue that video game worlds may not fully represent the unpredictability and physical constraints of the real world.
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🎩 Key stakeholders:- General Intuition is a central company investing $2.3 billion in this AI training approach.
- Epic Games, creator of Fortnite, indirectly contributes massive datasets through game participation.
- Leading venture capital firms and robotics startups are closely monitoring or investing in this space.
- AI research teams at major institutions, such as Stanford and MIT, are evaluating the transferability of game-trained AI models.
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➡ Potential consequences:- In the near term, AI agents trained on video game data may excel at virtual tasks but could struggle with real-world complexity and edge cases.
- Medium-term impacts include possible breakthroughs in robotics or automation, contingent on bridging the gap between simulated and physical environments.
- There is a risk of high-profile investment losses if the limitations of game-trained AI prove insurmountable for real-world deployment.
- Ethical questions may arise concerning data privacy in large-scale use of gameplay data from commercial titles.
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Scaling Semiconductor Technology: Technical and Practical Implications of IBM’s 100 Billion Transistor Chip Innovation |
🗺 Background:- Semiconductor scaling has historically followed Moore's Law, with transistor counts doubling approximately every two years.
- IBM has been a pioneer in semiconductor innovation for decades, frequently breaking performance and density records.
- Modern chips use nanoscale fabrication, enabling billions of transistors on a single integrated circuit.
- Increasing transistor density is crucial for enhancing computing power in AI, data centers, and consumer electronics.
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🎩 Key stakeholders:- IBM leads this breakthrough by engineering the 100 billion transistor chip.
- Collaborating institutions likely include IBM Research and advanced semiconductor foundries.
- Key individuals likely include IBM chip architects and semiconductor technology leads.
- The global semiconductor industry, including competitors like TSMC and Intel, may be impacted by this innovation.
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💡 News facts:- On June 25, 2026, New Scientist reported IBM's new chip uses a second layer of silicon circuitry to achieve 100 billion transistors, doubling the prior state-of-the-art.
- The IBM chip was unveiled publicly through an exclusive feature published by New Scientist on June 25, 2026.
- IBM's design innovation sets a new industry benchmark in transistor density as of June 25, 2026.
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➡ Potential consequences:- This breakthrough could lead to significantly faster processors for AI and scientific computing in the next 1-2 years.
- The innovation may pressure other chipmakers to accelerate development of multi-layer silicon technologies.
- Advanced chip designs like IBM's could enable more energy-efficient high-performance computing within five years.
- Technical challenges such as heat dissipation and yield rates will be critical hurdles for mass production.
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U.S. Government Influence on the Release Timelines and Market Strategies of Major AI Companies like OpenAI |
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🗺 Background:- U.S. government oversight has intensified regarding artificial intelligence release schedules and safety protocols since 2023.
- OpenAI, a leading AI research lab, regularly develops advanced generative models and faces scrutiny over their societal impact.
- Market strategies and launch timelines by major AI firms, including OpenAI, increasingly intersect with government recommendations and directives.
- A shift towards selective release of state-of-the-art AI models has occurred due to national security and ethical concerns.
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🎩 Key stakeholders:- OpenAI, a prominent AI company, is central to recent release timeline debates involving government influence.
- The Trump administration and the White House play a direct role in communicating safety concerns to AI developers.
- Other major AI firms such as xAI and institutional investors monitoring OpenAI’s IPO timing are also key stakeholders.
- Release and disclosure strategies impact not only technology companies but also end-users and the broader financial markets.
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➡ Potential consequences:- Short-term, strict rollout regulations may slow public access to cutting-edge AI, affecting technological adoption and competition.
- Delays in OpenAI’s IPO could impact investor sentiment and may set precedents for future AI company public offerings.
- Medium-term, U.S. intervention may prompt global rivals to accelerate development independently, shifting the balance in international AI leadership.
- Selective model access could exacerbate inequity between privileged partners and the broader research community.
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The Role of AI Infrastructure Expansion in Emerging Markets: Amazon’s $13B Investment in India |
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🗺 Background:- Amazon has announced a $13 billion investment in India focused on expanding AI infrastructure.
- Growth in AI capacity is seen as pivotal for emerging markets to participate in the global digital economy.
- Tech companies are targeting India due to its large population and advancing technology sector.
- Infrastructure expansion includes data centers, cloud services, and AI research facilities.
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🎩 Key stakeholders:- Amazon is the primary investor behind the $13 billion AI infrastructure project.
- Government of India is a key collaborator, encouraging foreign tech investments.
- Local Indian technology firms and startups are expected to partner or benefit from the infrastructure.
- Competing global tech companies are watching Amazon’s moves closely to adjust their own India strategies.
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➡ Potential consequences:- In the near term, expanded AI infrastructure could drive job creation and local innovation across India.
- Medium-term consequences may include increased foreign investment and India’s rise as a regional hub for AI services.
- Enhanced digital capacity could accelerate India’s economic diversification and tech export potential.
- Other emerging markets may experience competitive pressure to attract similar tech investments.
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How Climate Change is Intensifying European Heatwaves: Analysis of 2026 Temperature Extremes and Humidity Records |
🗺 Background:- Climate change has led to increasing temperatures and more frequent heatwaves across Europe in recent decades.
- The year 2026 has already set numerous records for both temperature and humidity in western and central European cities.
- Unprecedented humidity during heatwaves increases health risks, making high temperatures even more dangerous than in previous years.
- Fifty years ago, the extreme heat and humidity levels currently observed in Europe would have been nearly impossible.
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🎩 Key stakeholders:- The European Environment Agency monitors and reports on climate trends and extreme weather across Europe.
- Public health agencies in countries such as France, Germany, and Italy have issued heat alerts to protect vulnerable populations.
- Meteorological institutes, including the UK Met Office, provide forecasts and urgent warnings related to temperature and humidity spikes.
- Researchers at New Scientist continue to analyze and publish findings on the links between climate change and extreme weather events.
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💡 News facts:- On June 26, 2026, New Scientist reported that current temperatures in western and central Europe are the hottest and most humid on record [source unavailable].
- Unprecedented humidity levels accompanying the 2026 European heatwave make this event especially hazardous, according to analysis published on June 26, 2026 [source unavailable].
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➡ Potential consequences:- Near-term risks include increased hospitalizations and mortality due to heat stress and heatstroke, particularly among elderly and chronically ill populations.
- Urban infrastructure, especially in older cities, may experience energy and water supply disruptions due to prolonged high temperature and humidity.
- Medium-term, repeated record heatwaves could accelerate migration from particularly affected regions and drive up insurance and adaptation costs.
- Persistent extreme weather may disrupt agriculture and lower crop yields, exacerbating food security issues across Europe.
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Culture
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No famous European painter from the 12th century "N/A..." The 12th century in Europe was predominantly characterized by Romanesque art, which was mainly architectural and sculptural rather than focused on panel or canvas painting. Individual painters from this period are not well-documented as the concept of a famous painter as known today did not exist.... | Chrétien de Troyes "‘Knights are never so dangerous as when they are in love..." Chrétien de Troyes was a French poet and trouvère credited with writing some of the earliest and most influential Arthurian romances in the late 12th century. His works introduced characters such as Lancelot and the Holy Grail to European literature.... |
Hildegard of Bingen "‘All of creation is a book that is continually open to our gaze..." Hildegard of Bingen was a German Benedictine abbess, writer, composer, philosopher, and visionary who made significant contributions to natural history and medicine in the 12th century. She authored several scientific texts, including works on herbal medicine and the natural world.... | Richard I of England (Richard the Lionheart) "‘I am born of a rank which recognizes no superior but God..." Richard I was King of England from 1189 until his death in 1199, famed for his role as a central Christian commander during the Third Crusade. He was known for his military leadership and chivalric reputation despite spending little time in England during his reign.... |
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NASA
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Mars Marathon by Perseverance (2026-06-27) Credits: NASA / APOD |
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Github
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Trading tools |
Lean.DataSource.QuiverQuantCongressTrading 8 stars #280 Quiver Quantitative Congress Trading Data Alternative Data... | Quantitative_Trading 8 stars #281 量化交易... |
Quantitative-Finance 8 stars #282 Utilizando técnicas de Machine Learning e Deep Learning (IA), para o mercado financeiro.... | quantitative-trading-strategies-crypto 8 stars #283 Assessing different quantiative trading strategies on the cryptocurrencies markets.... |
Sea Vessels |
Fishermens-safety 0 stars #280 Developed GPS wearables for fishermen's safety using Arduino. Implemented features include real-time location tracking, man overboard detection, boat tilt alerts, emergency signali... | Fishermens-safety 0 stars #281 Developed GPS wearables for fishermen's safety using Arduino. Implemented features include real-time location tracking, man overboard detection, boat tilt alerts, emergency signali... |
IoT-Based-fisherman-project 0 stars #282 This project develops an IoT-based system to improve fishermen safety at sea. It uses GPS to track boat location and warns fishermen when they approach maritime boundaries. If the ... | fisherman_safety 0 stars #283 Developed a GPS-enabled wearable prototype aimed at enhancing fisherman safety. The device integrates GPS for real-time location tracking, a float sensor for overboard detection, a... |
Air Vessels |
plane_tracking 0 stars #280 | plane-tracking 0 stars #281 |
plane-tracking 0 stars #282 | Plane-Tracking 0 stars #283 real time aircraft detection and tracking system using OpenCV and YOLO.... |
Imagery |
SCIT 6 stars #280 syle-consistent image translation to do data augmentation for tomato leaves... | interactive_image_augmentation_styleGAN 6 stars #281 This project is created to make people smile,however there are other vectors which can age or change gender of the person. You can even build and train your own model!... |
ultrasound-augmentation 6 stars #282 The official source code for our article Revisiting Data Augmentation for Ultrasound Images.... | MediAug 6 stars #283 Histology slide image augmentation toolkit... |
Video |
comfyUI-LongLook 164 stars #280 A ComfyUI node pack that implements FreeLong (NeurIPS 2024) spectral blending for Wan 2.2 video generation... | VideoElevator 163 stars #281 [AAAI 2025] Official pytorch implementation of "VideoElevator: Elevating Video Generation Quality with Versatile Text-to-Image Diffusion Models"... |
ViDiT-Q 162 stars #282 [ICLR'25] ViDiT-Q: Efficient and Accurate Quantization of Diffusion Transformers for Image and Video Generation... | Awesome-Video-Reasoning 161 stars #283 This is a collection of recent papers on reasoning in video generation models. ... |