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Risenshine! Here is digest of signals harvested on 2026-06-29.
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Markets
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International - 06/29 |
+0.4676% -6.1178% MoM | +0.6693% -1.5277% MoM | +0.6774% -1.3279% MoM | +0.3582% -0.7255% MoM |
+0.3582% -0.7255% MoM | +0.7924% +2.9146% MoM | +2.0523% +1.7195% MoM | -0.0759% -3.7759% MoM |
-0.0742% -0.4438% MoM | +0.7951% -5.0691% MoM | +0.2405% +1.8324% MoM | +0.3007% -10.3424% MoM |
+0.1724% +0.0323% MoM | -0.7869% +2.4588% MoM | +2.3441% -1.1276% MoM | -0.2608% -8.5832% MoM |
+0.3034% +0.1684% MoM | -1.6473% -7.4749% MoM | +0.5388% -5.4682% MoM | -1.1376% -1.8129% MoM |
-0.6757% +0.526% MoM | +0.1108% -5.2438% MoM | +1.1964% -10.9601% MoM | +1.669% -3.6002% MoM |
-0.1165% -6.3683% MoM |
Commodities - 06/29 |
-1.1723% -10.2149% MoM | -1.4077% -22.3733% MoM | +2.1284% -20.4982% MoM | -3.0467% -17.937% MoM |
-1.1007% -2.6982% MoM | -0.091% -1.1666% MoM | -0.3349% -6.8944% MoM | -3.4962% -0.7366% MoM |
-2.4021% -8.0726% MoM | -1.2179% -6.0489% MoM | +0.0915% -13.6725% MoM | +1.1854% -10.7561% MoM |
Favorites - 06/29 |
+1.0951% -25.2089% MoM | +1.9115% +4.1989% MoM | -1.472% -20.2032% MoM | +0.2909% -13.9374% MoM |
-0.4713% -40.4272% MoM | +9.1216% +6.3643% MoM | +3.1909% -8.0935% MoM | -0.1266% -24.4896% MoM |
-1.0437% -13.6301% MoM | +1.508% -17.0085% MoM | -0.1364% +17.2094% MoM | +0.3274% -17.0226% MoM |
+2.0261% +24.0373% MoM | -1.2651% -8.5273% MoM | -1.2271% +5.8016% MoM |
Sectors - 06/29 |
+1.2744% -2.6709% MoM | -0.106% +8.3401% MoM | +0.2427% +4.4138% MoM | -1.3926% +3.0968% MoM |
+3.3461% +6.6005% MoM | +0.7518% +3.7623% MoM | -0.8194% +5.714% MoM | -0.703% +2.3608% MoM |
-0.7321% -0.8698% MoM | +1.7422% -10.9077% MoM |
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Gainers
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| Universe Pharmaceuticals Inc. Class A Ordinary Shares +297.8% Universe Pharmaceuticals Inc is a pharmaceutical company specializing in the manufacturing, marketing, sales and distribution of traditional Chinese medicine derivatives products t... |
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Losers
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Farmmi, Inc. Class A Ordinary Shares -78.1% Farmmi Inc is an investment holding company. Through its subsidiaries, it acts as a supplier of agricultural products. It is an agricultural technology enterprise focused on its su... | T1 Energy Inc. Warrants, each whole warrant exercisable to purchase one Common Stock at an exercise price of $11.50 per share -72.1% T1 Energy Inc is an energy solutions provider building an integrated U.S. solar supply chain for solar modules to invigorate the United States with scalable, reliable, and low-cost... |
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Business
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Analysis of the growing rift between Donald Trump and Big Oil over price gouging accusations and possible legal actions |
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🗺 Background:- Donald Trump has historically received substantial campaign donations from major oil companies.
- Recent accusations by Trump target oil companies for engaging in price gouging despite stable crude prices.
- The dispute comes at a time when U.S. crude prices have returned to levels seen prior to major geopolitical conflicts.
- Gasoline prices at the pump have not dropped in line with crude price decreases, fueling political tensions.
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🎩 Key stakeholders:- Donald Trump, former U.S. president and current political figure, is leading the accusations.
- Major oil companies such as ExxonMobil, Chevron, and their top executives are directly implicated.
- The U.S. Department of Justice is mentioned as a possible investigative authority by Trump.
- Key Big Oil donors reportedly spent nearly $100 million to support Trump's election campaign.
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➡ Potential consequences:- Near-term investigations by the Department of Justice could intensify scrutiny of oil company pricing practices.
- The rift risks souring political alliances vital to fundraising in the U.S. energy and campaign finance ecosystem.
- In the medium-term, ongoing conflict between Trump and Big Oil may impact energy policy and regulatory actions if Trump wins office.
- Investor confidence in oil giants may be affected by perceived political and legal threats.
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Impact of volatile oil prices and inflation on US businesses’ pricing and cost strategies, based on the latest Fed survey |
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🗺 Background:- Volatile oil prices driven by geopolitical events and inflation are significantly impacting U.S. business operations in 2026.
- A recent Federal Reserve survey focused on the pricing and cost strategies of American companies amid these pressures.
- Inflation concerns have surged among U.S. firms, often surpassing supply chain or demand worries.
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🎩 Key stakeholders:- The Federal Reserve conducts quarterly surveys of U.S. corporate executives to gauge economic sentiment.
- Major stakeholders include CFOs from various sectors, including manufacturing, transportation, and retail.
- Large U.S. companies like General Motors and Delta Air Lines are particularly sensitive to oil market fluctuations.
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➡ Potential consequences:- Near-term consequence: Consumer prices could start rising faster if oil supply disruptions persist into Q3 and Q4 2026.
- Medium-term impact: Prolonged inflation and high input costs may erode profit margins, leading to potential job cuts and investment slowdowns among U.S. businesses.
- Sustained oil volatility could force some sectors, like airlines and logistics, to pass on costs to consumers more aggressively than before.
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Debate and political dynamics surrounding the delay in signing the 21st Century ROAD to Housing Act after overwhelming congressional approval |
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🗺 Background:- The 21st Century ROAD to Housing Act was passed by the House in a 358-32 vote and by the Senate in an 85-5 vote in June 2026.
- This bill represents one of the largest federal housing investments in recent decades.
- A White House signing ceremony for the bill was scheduled but then abruptly canceled.
- The bill's delay in enactment is occurring despite its overwhelming bipartisan support.
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🎩 Key stakeholders:- President Donald Trump is the critical decision-maker on whether the act becomes law.
- Congressional leaders, including Speaker Nancy Pelosi and Senate Majority Leader Mitch McConnell, played major roles in passing the bill.
- Affordable housing advocacy groups and industry leaders are closely monitoring the outcome.
- State and local governments are stakeholders due to likely funding impacts from the bill.
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➡ Potential consequences:- Immediate delays could stall planned housing initiatives and funds distribution to states.
- Political uncertainty may undermine bipartisan trust in future large-scale legislative efforts.
- A continued delay could impact public perception of the administration's commitment to affordable housing.
- Medium-term, the legislative standoff may impact midterm election dynamics and future housing policy proposals.
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How Zohran Mamdani’s primary wins are fueling divisions over economic populism versus pragmatism within the Democratic Party ahead of the midterms |
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🗺 Background:- Zohran Mamdani is a 34-year-old NYC mayor known for his economic populist platform.
- Mamdani's recent victories in Democratic primaries highlight a growing divide over economic strategies within the party.
- The schism centers on economic populism versus pragmatic strategies ahead of the 2026 midterm elections.
- His electoral success has forced critical debates on the Democratic Party's core priorities.
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🎩 Key stakeholders:- Zohran Mamdani and his progressive supporters are central figures in the economic populism camp.
- Ousted incumbents represent the Democratic establishment advocating for moderate, pragmatic policies.
- Democratic National Committee members and local party operatives are involved in post-primary strategy discussions.
- National media outlets like Fortune are spotlighting the broader political impact of Mamdani's wins.
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➡ Potential consequences:- In the near-term, Mamdani's success may inspire more progressives to challenge moderates across Democratic primaries.
- Ongoing intraparty disputes could undermine Democratic efforts to present a united front in the 2026 midterms.
- Medium-term, escalating divisions risk alienating key voter blocs and complicating coalition-building efforts.
- High-profile party infighting could shape the national political discourse leading up to the November elections.
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Consequences of the US Supreme Court decision shielding Bayer from large numbers of Roundup cancer lawsuits and its impact on future product liability litigation |
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🗺 Background:- Roundup is a widely used weedkiller produced by Bayer, containing the herbicide glyphosate.
- Thousands of plaintiffs have alleged that exposure to Roundup caused cancer, specifically non-Hodgkin lymphoma.
- Bayer acquired Monsanto, Roundup’s original manufacturer, in 2018 and inherited significant product liability lawsuits.
- Previous court rulings awarded damages to individuals claiming health risks from Roundup, leading to mounting litigation costs.
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🎩 Key stakeholders:- Bayer AG is the primary corporate stakeholder facing product liability claims over Roundup.
- John Durnell, a plaintiff from St. Louis, won a $1.25 million verdict for cancer allegedly linked to Roundup.
- The Supreme Court of the United States is the critical institution in the recent decision shielding Bayer.
- Approximately 200,000 plaintiffs are affected by the closure of the courthouse doors for Roundup litigation.
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➡ Potential consequences:- Near-term, Bayer may experience stock stabilization and reduced financial exposure from fewer lawsuits.
- Future product liability litigation could face substantial hurdles, as this Supreme Court precedent may restrict claims against manufacturers.
- Plaintiffs injured by products may need to rely more on regulatory warnings and less on courtroom remedies.
- Medium-term, corporate risk management strategies could shift toward ensuring compliance with federal labeling and safety requirements.
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Science News
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Political influence on AI model deployment and public release strategies under the Trump administration |
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🗺 Background:- Since 2024, the Trump administration has intensified its oversight of AI model releases, citing national security and safety concerns.
- AI firms have historically released new models publicly or with broad access, but political influence can restrict these practices.
- Recent regulatory actions focus on controlling advanced language models like OpenAI's GPT series to manage societal risks.
- Coordination between the White House and major AI companies has increased, especially as model capabilities grow in 2026.
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🎩 Key stakeholders:- Donald Trump and the White House administration are primary political actors influencing AI model deployment policies.
- OpenAI, led by CEO Sam Altman, is a major company affected by new federal guidelines on model release.
- Government agencies, such as the Department of Homeland Security, are involved in advising and enforcing AI safety precautions.
- Partner institutions receiving selective access include industry and academic research groups vetted by OpenAI and federal agencies.
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➡ Potential consequences:- Near-term, select partners will gain exclusive early access to GPT 5.6, giving them operational and research advantages.
- Public and industry scrutiny may increase as concerns about transparency and equitable access to advanced AI models grow.
- Medium-term, political intervention could slow AI innovation and shift market leadership to companies willing to comply with federal restrictions.
- Repeated government interference may prompt legal and regulatory challenges from technology stakeholders and civil society groups.
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Market dynamics and post-IPO performance of major tech companies: Case study of SpaceX and implications for AI companies |
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🗺 Background:- SpaceX completed the largest IPO ever on June 25, 2026, raising over $85 billion at a debut valuation of approximately $1.77 trillion.
- Post-IPO share pullbacks are common, particularly in volatile markets, as seen with SpaceX following its massive raise.
- AI companies like OpenAI and xAI are closely watched for their IPO strategies and market dynamics.
- Market volatility and investor sentiment play a significant role in the post-IPO performance of tech giants.
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🎩 Key stakeholders:- SpaceX is a major tech company chaired by Elon Musk, who is also involved in AI startups such as xAI.
- OpenAI, a leading AI firm, is reportedly considering delaying its IPO until 2027.
- XAI is a significant player in the AI sector with investor and media focus.
- The New York Times and Next Big Future are primary reporting and analysis institutions for these events.
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➡ Potential consequences:- SpaceX's IPO performance may set expectations and benchmarks for upcoming AI company IPOs.
- Post-IPO share pullbacks could impact the risk assessment and pricing strategies for AI firms entering public markets.
- Delays in OpenAI's IPO could shift investor attention to alternative AI companies like xAI in the near-term.
- The large raise and subsequent volatility may influence medium-term investment flows and regulatory scrutiny in tech and AI sectors.
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Advances in AI agent testing: The rise of simulated digital stress environments and their impact on model safety |
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🗺 Background:- AI agent testing has recently shifted toward simulated digital stress environments to probe model robustness and safety.
- Stress-testing digital worlds enable precise evaluation of AI agent responses to complex, unpredictable scenarios.
- The trend is driven by concerns about AI failures in real-world deployments, especially in critical infrastructure.
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🎩 Key stakeholders:- Patronus AI is a startup founded by former Meta AI researchers focused on building digital stress environments.
- TechCrunch reported on Patronus AI's funding and development activities.
- Venture capital investors are actively backing advanced AI testing frameworks, highlighting industry momentum.
- Meta, a major AI player, has indirect connections via the founders.
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➡ Potential consequences:- Near-term consequences include improved safety and reliability for AI agents deployed in high-stakes applications.
- Medium-term, broad adoption of digital stress testing could accelerate regulatory and insurance standards for AI.
- Investments in robust testing may reduce public and enterprise risk associated with advanced AI systems.
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Energy infrastructure and economic impacts of oil traffic fluctuations in the Strait of Hormuz following US-Iran MoU |
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🗺 Background:- The Strait of Hormuz is a vital chokepoint for global oil, with pre-war traffic historically around 18-20 million barrels per day.
- US and Iran signed a Memorandum of Understanding (MoU) around June 17–18, 2026, easing restrictions on oil passage through the strait.
- Prior to the MoU, the region experienced reduced oil traffic due to an effective blockade and sanctions.
- Recent events have caused oil traffic volatility, impacting economies dependent on Middle Eastern energy routes.
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🎩 Key stakeholders:- The US government and Iranian authorities are central parties to the MoU affecting Hormuz oil flows.
- Major oil companies such as Saudi Aramco, ADNOC, and global shipping firms are directly impacted by traffic fluctuations.
- Regional institutions including the Gulf Cooperation Council (GCC) and OPEC monitor and respond to infrastructure and policy shifts.
- International markets and energy-dependent economies, including China, Japan, and India, rely heavily on stable Hormuz transit.
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➡ Potential consequences:- Near-term economic relief may occur for oil-exporting nations, yet volatility threatens price stability and supply continuity.
- Medium-term, infrastructure strain and political uncertainty could deter investment in alternative routes and energy innovation.
- Shipping insurance rates and operational costs may remain elevated due to persistent security risks in the region.
- Future escalation or renegotiation of the MoU could abruptly disrupt traffic, impacting global energy and commodity markets.
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Climatic anomaly factors driving Europe's record-breaking heatwave and humidity: Comparing historical and present data |
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🗺 Background:- Europe is experiencing a record-breaking heatwave with both temperature and humidity at unprecedented levels in June 2026.
- Such extreme climatic conditions in western and central Europe were virtually impossible 50 years ago according to historical climate data.
- Humidity is a key anomaly this year, making the heatwave more dangerous compared to previous events.
- Long-term climate change trends have amplified the impact of atmospheric anomalies and persistent high-pressure systems.
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🎩 Key stakeholders:- Meteorological institutes across Europe, including Met Office UK and MeteoFrance, are monitoring and reporting the current anomalies.
- Health agencies such as the European Centre for Disease Prevention and Control are issuing warnings for vulnerable populations.
- Climate scientists from institutions like the Max Planck Institute and European Environment Agency are analyzing comparative historical and present data.
- Local governments in countries like Germany, France, and Spain are enacting emergency measures to handle public safety amid record conditions.
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➡ Potential consequences:- Near-term: Increased risk of heat-related illness and fatalities due to elevated temperature and humidity levels.
- Near-term: Public infrastructure, including transportation and power grids, may experience significant stress and failures.
- Medium-term: Heightened demand for climate adaptation strategies and policy intervention from European governments.
- Medium-term: Potential rise in insurance costs and economic losses in sectors like agriculture and construction due to persistent climatic anomalies.
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Culture
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No famous painter from the 4th century Middle East is historically documented "N/A..." There are no surviving records of famous painters specifically from the 4th century Middle East, as artistic traditions were often intertwined with religious and architectural works rather than individual painters gaining historical recognition.... | Ammianus Marcellinus ""History is indeed little more than the register of the crimes, follies, and misfortunes of mankind..." Ammianus Marcellinus was a Roman historian of Greek origin who lived during the 4th century and wrote extensively about the Roman Empire, including events in the Middle East. His work provides a critical historical source for the late Roman Empire period.... |
No famous scientist from the 4th century Middle East is historically documented "N/A..." Scientific figures specifically identified as from the 4th century Middle East are not well-documented; most significant scientific advances from the region are recorded in later centuries during the Islamic Golden Age.... | Shapur II ""The glory of kings is to conquer, and the crown of victory is to protect the land..." Shapur II was the tenth king of the Sasanian Empire, ruling from 309 to 379 AD, and was known for strengthening the empire and engaging in conflicts with the Roman Empire. His long reign significantly influenced the political and cultural landscape of the Middle East in the 4th century.... |
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NASA
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NASA Picture of the Day
Credits: NASA / APOD |
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Github
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Trading tools |
StockSharp 10216 stars #0 Algorithmic trading and quantitative trading open source platform to develop trading robots (stock markets, forex, crypto, bitcoins, and options).... | quant-trading 10213 stars #1 Python quantitative trading strategies including VIX Calculator, Pattern Recognition, Commodity Trading Advisor, Monte Carlo, Options Straddle, Shooting Star, London Breakout, Heik... |
QuantDinger 8992 stars #2 AI quantitative trading platform for crypto, stocks, and forex with backtesting, live trading, market data, and multi-agent research.vibe-trading ,trading-agents,ai-trader,ai-tradi... | strategies 5290 stars #3 quantitative trading with Javascript, Python, C++, PineScript, Blockly, MyLanguage(麦语言)... |
Sea Vessels |
Comp_Sci_Sem_2 185 stars #0 According to all known laws of aviation, there is no way that a bee should be able to fly. Its wings are too small to get its fat little body off the ground. The bee, of course, fl... | GPS_Tracker_Server 65 stars #1 GPS tracker server and Google Maps client for TK102/ TK103 GPS trackers... |
wew 29 stars #2 #EXTM3U ########################################### INDONESIA CHANNEL ################################################## #EXTINF:-1 tvg-logo="https://i.imgur.com/L2LS8iY.png" grou... | boat-cli 17 stars #3 ⛵ Basic Opinionated Activity Tracker, a command line interface inspired by bartib. ... |
Air Vessels |
Shadowbroker 9463 stars #0 Open-source intelligence for the global theater. Track everything from the corporate/private jets of the wealthy, and spy satellites, to seismic events in one unified interface. Ho... | 1 482 stars #1 無許諾配信 企業理念剽窃 動物の森収益化 大神ミオ権利者削除 戌神権利侵害発言 常闇トワ炎上 夜空メルストーカー被害 建築王サポーター放置 赤十字マーク 魔乃アロエ卒業 一つの中國支持声明 大空昴3Dライブ 無限延期清掃員職業差別 日清コラボ楽曲 musedash非公開 rog案件取り消し 壁画ライブ 丁真 Ding Zhen 郑爽 Zheng Shuang... |
studio 381 stars #2 Open-source control plane for your AI agents. Connect tools, hire agents, track every token and dollar... | arkit-occlusion 344 stars #3 A demonstration of vertical planes "tracking" and occlusions with ARKit+Scenekit... |
Imagery |
albumentations 15318 stars #0 Fast and flexible image augmentation library. Paper about the library: https://www.mdpi.com/2078-2489/11/2/125... | imgaug 14739 stars #1 Image augmentation for machine learning experiments.... |
sketch-code 5142 stars #2 Keras model to generate HTML code from hand-drawn website mockups. Implements an image captioning architecture to drawn source images.... | Augmentor 5137 stars #3 Image augmentation library in Python for machine learning.... |
Video |
diffusers 33953 stars #0 🤗 Diffusers: State-of-the-art diffusion models for image, video, and audio generation in PyTorch.... | Open-Generative-AI 21754 stars #1 Unrestricted Open-source alternative to AI video platforms — Free AI image & video generation studio with 200+ models (Flux, Midjourney, Kling, Sora, Veo). No content filters. Self... |
Duix-Avatar 13779 stars #2 🚀 Truly open-source AI avatar(digital human) toolkit for offline video generation and digital human cloning.... | CogVideo 12834 stars #3 text and image to video generation: CogVideoX (2024) and CogVideo (ICLR 2023)... |