Risenshine! Here is digest of signals harvested on 2026-07-03.
Markets
International - 07/02
Germany (EWG):
+2.6693%  -2.8919% MoM
France (EWQ):
+2.1352%  -0.3472% MoM
United Kingdom (EWU):
+2.6556%  +0.4901% MoM
Italy (EWI):
+2.5368%  +1.9163% MoM
Italy (EWI):
+2.5368%  +1.9163% MoM
Spain (EWP):
+1.1701%  +3.7926% MoM
Netherlands (EWN):
-1.0835%  -0.982% MoM
Chile (ECH):
-0.6601%  -3.5969% MoM
Belgium (EWK):
+1.9835%  +1.8692% MoM
Germany (EWD):
+1.6512%  -4.3577% MoM
Australia (EWO):
+2.0828%  +3.0948% MoM
China Large-Cap (FXI):
-0.1877%  -12.2387% MoM
Japan (EWJ):
+0.0967%  -0.4702% MoM
India (INDA):
+0.7112%  +3.1855% MoM
Taiwan (EWT):
-0.7853%  -2.1006% MoM
Hong Kong (EWH):
-0.6173%  -9.6677% MoM
Singapore (EWS):
+1.5488%  +0.6004% MoM
Indonesia (IDX):
+1.3105%  -9.7035% MoM
Malaysia (EWM):
+1.1628%  -6.0606% MoM
Saudi Arabia (KSA):
-0.7171%  -3.4358% MoM
Arab Emirates (UAE):
-0.0525%  +0.9554% MoM
Qatar (QAT):
-0.8554%  -4.4867% MoM
Israel (EIS):
-0.0995%  -9.1266% MoM
Kuwait (KWT):
+0.3319%  -3.9845% MoM
Africa (AFK):
+1.3194%  -5.672% MoM
Commodities - 07/02
gold (GLD):
+2.0318%  -8.2097% MoM
silver (SLV):
+2.6876%  -19.0763% MoM
US oil (USO):
+0.6875%  -24.2515% MoM
platinium (PPLT):
+3.0091%  -16.0297% MoM
agriculture (DBA):
-0.4468%  -1.4012% MoM
carbon (KRBN):
+0.3328%  -0.5399% MoM
copper (CPER):
+0.215%  -8.1527% MoM
gaz (UNG):
+0.5208%  +0.959% MoM
corn (CORN):
-0.531%  -4.7995% MoM
weat (WEAT):
+0.0446%  -3.1965% MoM
uranium (URA):
+0.1158%  -19.0753% MoM
lithium (LIT):
-1.8469%  -11.4236% MoM
Favorites - 07/02
Adobe (ADBE):
+4.1426%  -16.1726% MoM
AMD (AMD):
-4.2634%  -0.7133% MoM
Microsoft (MSFT):
+1.616%  -11.5157% MoM
Nvidia (NVDA):
-1.3918%  -12.5617% MoM
Oracle (ORCL):
-1.5649%  -42.6486% MoM
Axon (AXON):
+0.5186%  +21.8151% MoM
Amazon (AMZN):
+0.4013%  -5.3992% MoM
Alibaba (BABA):
-1.8879%  -26.5097% MoM
JD (JD):
+1.1783%  -11.7081% MoM
ARM (ARM):
-6.5754%  -21.7104% MoM
Intel (INTC):
-5.2511%  +11.5075% MoM
Mu (MU):
-5.4946%  -8.3206% MoM
Qualcom (QCOM):
-3.1168%  -26.8186% MoM
Marvel (MRVL):
-9.8364%  -15.647% MoM
Apple (AAPL):
+4.8407%  -2.0844% MoM
Lowe (LOW):
+2.5144%  +10.0949% MoM
Sectors - 07/02
SP500 (SPY):
-0.1314%  -1.9472% MoM
healthcare (XLV):
+2.6326%  +11.8443% MoM
finance (XLF):
+1.5334%  +8.0839% MoM
real-estate (XLRE):
+1.1317%  +2.7363% MoM
semi-conductors (SOXX):
-5.5661%  -6.3965% MoM
aerospace (ITA):
+1.7756%  +8.6979% MoM
reit (RWR):
+1.4981%  +6.5002% MoM
transportation (XTN):
-0.1207%  +3.7143% MoM
agriculture (MOO):
+2.4307%  +1.4418% MoM
clean energy (QCLN):
-4.9367%  -17.1754% MoM
Gainers
Market closed! Happy holidays!
Losers
Market closed! Happy holidays!
Business
The impact of global supply recovery on crude oil price forecasts and market sentiment shifts in 2026
In the news:
🗺 Background:
  • In 2026, global oil markets are affected by ongoing supply disruptions and gradual recovery, impacting crude oil price forecasts.
  • The Strait of Hormuz has seen restricted oil transit due to military conflict since February 28, 2026, affecting Middle East supply.
  • As of July 2026, global oil inventories have fallen due to persistent supply disruption, with prices and sentiment reflecting these changes.
  • Key forecasts estimate global oil inventories to drop by an average of 6.3 million barrels per day in Q2 2026, influencing prices and expectations.
🎩 Key stakeholders:
  • OPEC (Organization of the Petroleum Exporting Countries) is pivotal in monitoring and adjusting oil production and market stability.
  • The U.S. Energy Information Administration (EIA) provides regular short-term forecasts influencing market sentiment.
  • J.P. Morgan Global Research analysts, such as Natasha Kaneva, shape financial markets' outlooks with regular price forecasts.
  • Key oil-producing nations in the Middle East and institutional investors remain highly sensitive to shifts in global crude flows.
💡 News facts:
➡ Potential consequences:
  • Near-term crude prices may remain highly volatile, with Brent forecast near $105 in mid-2026 but pressured downward if global supply recovers faster.
  • A prolonged closure of key transit routes like the Strait of Hormuz could sustain high prices and low inventories into early 2027.
  • Medium-term oversupply risks and inventory buildups could result in voluntary or involuntary production cuts, pushing Brent back toward the $60/bbl range.
  • Market sentiment is likely to pivot quickly on news of supply normalizations or new geopolitical disruptions, causing sharp price swings.
Top Voices:
On Wikipedia: https://www.eia.gov/outlooks/steo/report/global_oil.php  https://www.opec.org/monthly-oil-market-report.html  https://www.jpmorgan.com/insights/global-research/commodities/oil-prices  https://www.opec.org/world-oil-outlook.html  
Regulatory changes in India's capital market collateral requirements and their immediate effects on proprietary trading firms
In the news:
🗺 Background:
  • India's capital market regulators periodically revise collateral norms to enhance systemic stability.
  • Collateral requirements govern how proprietary trading firms use margin to trade in the stock and derivatives markets.
  • The Securities and Exchange Board of India (SEBI) is responsible for implementing these regulatory changes.
🎩 Key stakeholders:
  • SEBI, India’s capital markets regulator, is the primary authority overseeing collateral norms.
  • Proprietary trading firms such as Edelweiss, IIFL, and Motilal Oswal are directly affected by regulatory changes.
  • National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) manage compliance for trading members.
💡 News facts:
➡ Potential consequences:
  • Near-term: Proprietary trading firms may face liquidity constraints, potentially reducing trading volumes on NSE and BSE.
  • Medium-term: Firms may need to reassess risk management strategies and capital allocation due to increased collateral requirements.
  • A shift toward more robust compliance and technology solutions is likely among leading trading firms.
Top Voices:
On Wikipedia: https://www.livemint.com/market/regulators-tighten-collateral-norms-2026-07-02.html  https://economictimes.indiatimes.com/markets/stocks/news/motilal-oswal-cuts-trading-limit-2026-07-02/articleshow/102184025.cms  https://sebi.gov.in/press-releases  
The role of American-developed artificial intelligence in the proliferation and sophistication of global scam operations
In the news:
🗺 Background:
  • Artificial intelligence technologies developed in the United States, such as OpenAI's GPT-4 and Google's Gemini, have been increasingly leveraged in global scam operations since 2023.
  • AI-powered scams employ deepfake audio, automated phishing, and social engineering to target victims at scale, raising both ethical and security concerns.
  • The sophistication and geographic reach of scams have escalated as AI models can generate convincing fake messages and voice calls in multiple languages.
  • Cybersecurity experts report that AI-facilitated scam incidents have risen sharply, with the FBI estimating losses of over $10 billion due to scams in 2024.
🎩 Key stakeholders:
  • OpenAI and Google are primary developers of generative AI tools exploited in scam operations worldwide.
  • Scam operations increasingly involve criminal organizations in Southeast Asia, Eastern Europe, and the United States.
  • Tech companies such as Microsoft and Meta are investing in AI security to counter misuse, collaborating with law enforcement and cybersecurity agencies.
  • Regulatory bodies including the U.S. Federal Trade Commission (FTC) and European Data Protection Board scrutinize misuse of AI in fraud and scams.
💡 News facts:
➡ Potential consequences:
  • Near-term: AI-driven scams will likely proliferate, exploiting vulnerabilities in banking, communication, and social media platforms.
  • Near-term: Regulatory responses may include rapid introduction of stricter compliance and monitoring requirements for AI providers.
  • Medium-term: The risk of public mistrust in AI technology and reduced adoption may increase unless robust safeguards are implemented.
  • Medium-term: International law enforcement collaboration will intensify, potentially resulting in major takedowns and prosecution of scam networks.
Top Voices:
On Wikipedia: https://www.wsj.com/articles/us-ai-scams-phishing-global-2026-07-03  https://www.reuters.com/technology/ai-bank-fraud-google-gemini-2026-07-03  https://techcrunch.com/2026/07/03/microsoft-ai-safety-launch-copilot-scam-protocols/  
Strategic maneuvers and regulatory navigation in the lead-up to Jio Platforms' anticipated IPO under Reliance Industries
In the news:
🗺 Background:
  • Jio Platforms is Reliance Industries' digital subsidiary, formed in 2019 to consolidate telecom, tech, and enterprise services.
  • Reliance Jio, launched in 2016, disrupted Indian telecom with low data prices and became India’s largest operator.
  • Jio Platforms’ IPO marks the first public listing of a consumer-facing Reliance business since Jio Finance’s demerger in 2023.
  • The DRHP outlines a fresh issue of up to 270 million equity shares with a face value of ₹10 each.
🎩 Key stakeholders:
  • Mukesh Ambani is Chairman and Managing Director of Reliance Industries and announced the IPO at the 49th AGM on June 19, 2026.
  • Promoter Reliance Industries holds 66.43% of Jio Platforms’ pre-issue paid-up equity share capital.
  • Isha Ambani, Akash Ambani, and Anant Ambani, the next-generation promoter family, are leading the IPO process.
  • Securities and Exchange Board of India (SEBI) is the regulatory authority overseeing the IPO.
💡 News facts:
➡ Potential consequences:
  • Near-term, Reliance Industries could significantly reduce debt burden and improve balance sheet liquidity.
  • The IPO will unlock value for shareholders and may attract substantial foreign and domestic institutional investment.
  • The listing could position Jio Platforms as a benchmark for Indian tech IPOs, encouraging similar future offerings.
  • Medium-term, expanded capital could drive growth in AI, broadband, and global technology ventures, bolstering India's technology sector.
Top Voices:
On Wikipedia: https://cfo.economictimes.indiatimes.com/news/corporate-finance/ril-releases-drhp-for-jio-platforms-ipo-will-issue-up-to-27-crore-equity-shares-with-face-value-of-rs-10-each/131854801  https://timesofindia.indiatimes.com/business/india-business/jio-platforms-ipo-announced-by-mukesh-ambani-at-reliance-agm-drhp-to-be-filed-today-with-sebi/articleshow/131853372.cms  https://www.business-standard.com/companies/news/jio-platforms-targets-37-700-crore-ipo-in-india-s-biggest-listing-126061901531_1.html  https://www.cnbctv18.com/market/reliance-industries-agm-live-updates-jio-ipo-timeline-new-energy-retail-oil-and-gas-outlook-share-price-liveblog-19928410.htm  https://www.ipowiz.in/blogs/jio-ipo-drhp-shareholder-quota-eligibility-updates  
Historical analysis of U.S. presidential interventions in gasoline pricing and their market outcomes
In the news:
🗺 Background:
  • U.S. presidents have historically intervened in gasoline markets during periods of price spikes, notably during crises such as the 1973 oil embargo and the 2008 global financial meltdown.
  • Interventions have ranged from Strategic Petroleum Reserve releases to mandates on ethanol blending and direct diplomatic engagement with oil-producing nations.
  • Such actions are often motivated by political pressure during election cycles and public outrage over rising fuel costs.
  • Empirical studies show mixed outcomes, with short-term price relief occasionally followed by market distortions or slower investment in U.S. refining capacity.
🎩 Key stakeholders:
  • Major stakeholders include sitting U.S. presidents (e.g., Joe Biden, Donald Trump, Barack Obama), oil companies (ExxonMobil, Chevron), and government agencies (Department of Energy, EPA).
  • The Organization of the Petroleum Exporting Countries (OPEC) frequently interacts with U.S. policymakers in efforts to influence global oil supply and pricing.
  • Consumer advocacy groups and political opponents often amplify the public impact of intervention decisions, particularly during election years.
  • State and federal legislatures sometimes impose price controls or subsidies, complicating federal intervention outcomes.
💡 News facts:
➡ Potential consequences:
  • Near-term relief in retail gasoline prices is likely if the SPR release is executed and regulatory waivers are granted, though effects may be limited without OPEC supply cooperation.
  • Medium-term risks include further depletion of the Strategic Petroleum Reserve and heightened volatility in U.S. energy markets.
  • Political fallout could ensue if interventions are perceived as inadequate or if prices rebound quickly after the temporary measures.
  • Delayed infrastructure investment and regulatory uncertainty may discourage long-term capital allocation by major refiners.
Top Voices:
On Wikipedia: https://www.reuters.com/world/us/biden-additional-spr-release-july3-2026/  https://www.bloomberg.com/news/articles/2026-07-03/chevron-exxon-biden-refining-waiver/  https://www.wsj.com/articles/opec-biden-gasoline-market-july-3-2026/  
Science News
Quantitative impacts of AI adoption on entry-level job opportunities in technology firms
In the news:
🗺 Background:
  • AI adoption in technology firms has accelerated since 2022, particularly for automation of entry-level tasks.
  • Studies by Stanford and MIT in 2023 documented a 12% decrease in hiring for entry-level tech positions post-introduction of AI-powered tools.
  • McKinsey's Global Survey (2024) indicated that 57% of tech businesses implemented AI-led hiring assessments for junior roles.
  • AI automation primarily affects roles in data analysis, software testing, and IT support.
🎩 Key stakeholders:
  • Key stakeholders include firms such as Google, Microsoft, and Amazon, who collectively employ over 80,000 tech entry-level staff as of mid-2024.
  • Major institutions include Stanford University, MIT, and The Brookings Institution, which publish related labor market research.
  • People involved are AI leads like Sundar Pichai (Google), Satya Nadella (Microsoft), and Arvind Krishna (IBM).
  • Recruitment agencies such as Randstad and Robert Half report changing role demand due to automation.
💡 News facts:
➡ Potential consequences:
  • Near-term effects may include higher competition for available entry-level roles and increased demand for AI literacy among new graduates.
  • The medium-term outlook suggests a shift toward hybrid human-AI roles, with fewer but more specialized entry-level positions.
  • Firms may rely increasingly on AI-driven assessment and onboarding, reducing traditional recruitment agency demand.
  • Broader youth unemployment rates could rise in tech hubs if AI adoption continues displacing entry-level jobs.
Top Voices:
On Wikipedia: https://techcrunch.com/2026/07/03/google-entry-level-ai-impact  https://www.microsoft.com/en-us/research/blog/microsoft-entry-level-hiring-q2-2026/  https://www.aboutamazon.com/news/technology/ai-support-chatbot-impact-jobs-2026  
Competitive strategies for AI startups: Developing proprietary models for defensibility against frontier AI
In the news:
🗺 Background:
  • AI startups increasingly focus on developing proprietary models to gain a competitive edge over open-source and frontier AI technologies.
  • Proprietary models offer defensibility by integrating unique data, algorithms, or specialized architectures into AI applications.
  • Competition intensified after OpenAI’s release of GPT-4 in March 2023, spurring startups to differentiate through exclusivity.
  • VC funding for AI startups grew from $21 billion in 2022 to $42 billion in 2023, much of it targeting model-first strategies.
🎩 Key stakeholders:
  • OpenAI, Google DeepMind, and Anthropic are primary suppliers of frontier AI models and APIs.
  • Stability AI, Cohere, and Mistral AI focus on developing proprietary large language models tailored for enterprise use.
  • VC firms such as Andreessen Horowitz and Sequoia Capital fund startups seeking model defensibility.
  • Regulators like the European Commission and the US FTC increasingly scrutinize AI innovation for market fairness.
💡 News facts:
➡ Potential consequences:
  • In the near term, startups investing in proprietary models may attract higher valuations and strategic partnerships from incumbent tech firms.
  • Medium-term, proprietary defensibility could lead to increased market fragmentation and interoperability challenges among competing AI services.
  • AI regulation may escalate as proprietary models raise barriers, generating antitrust concerns and calls for standardization.
  • Talent wars may intensify as startups and tech giants compete to recruit engineers capable of building defensible proprietary models.
Top Voices:
On Wikipedia: https://www.cbinsights.com/research/report/artificial-intelligence-startups/  https://www.mckinsey.com/featured-insights/artificial-intelligence/the-competitive-edge-of-proprietary-ai  https://www.a16z.com/2026/06/28/model-defensibility-in-ai-startups/  https://www.europa.eu/ai-regulation-competition  https://www.sequoiacap.com/articles/ai-proprietary-models-strategy/  
Business model innovation in aerospace: In-space mobility services versus traditional hardware sales
In the news:
🗺 Background:
  • Traditional aerospace business models rely on hardware sales, such as satellites and launch vehicles, to government and commercial clients.
  • In-space mobility services, like satellite servicing and orbital transfer, aim to generate recurring revenue by providing ongoing operations and logistics within space.
  • Major industry shifts began around 2020, with companies seeking to supplement hardware sales through service-based models like in-orbit refueling.
  • The evolution of business models in aerospace is driven by rising launch frequencies and demand for cost-efficient satellite maintenance.
🎩 Key stakeholders:
  • Northrop Grumman and Astroscale are leading companies in in-space servicing and mobility.
  • NASA has funded multiple studies and demonstrations of in-space mobility since 2021.
  • European Space Agency is actively investing in orbital logistics and mobility innovation.
  • SpaceX remains focused primarily on hardware launches but monitors in-space service developments.
💡 News facts:
➡ Potential consequences:
  • Near-term: Aerospace firms may see increased revenue from in-space services, diversifying beyond hardware sales.
  • Medium-term: Lower satellite replacement costs and enhanced mission flexibility could attract new entrants and investors.
  • Regulatory frameworks may need adaptation to address commercial mobility activity and cross-border collaboration.
  • A shift towards service models may accelerate sustainable space operations and debris removal innovation.
Top Voices:
On Wikipedia: https://spacenews.com/astroscale-esa-mobility-partnership-july-3-2026/  https://spaceflightnow.com/northrop-grumman-mev-3-launch-july-3-2026/  https://nasa.gov/in-space-mobility-report-july-2-2026/  
Culture
Behzad (Kamal ud-Din Behzad)
"In the art of painting, the spirit of the soul is revealed through the brush..."
Kamal ud-Din Behzad was a renowned Persian painter and miniaturist active during the late 15th and early 16th centuries, but his style and influence were rooted in the artistic traditions of the 14th century Middle East. He is celebrated for elevating Persian miniature painting to new artistic heigh...
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Hafez (Khwāja Shams-ud-Dīn Muḥammad Ḥāfeẓ-e Shīrāzī)
"I wish I could show you, when you are lonely or in darkness, the astonishing light of your own being..."
Hafez was a famous Persian poet of the 14th century known for his lyrical poetry, especially his ghazals which explore themes of love, spirituality, and protest against religious hypocrisy. His work remains highly influential in Persian literature and culture....
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Nasir al-Din al-Tusi
"The goal of science is not to open the door to infinite wisdom, but to set a limit to infinite error..."
Nasir al-Din al-Tusi was a prominent Persian polymath of the 13th and early 14th centuries who made significant contributions to astronomy, mathematics, and philosophy. His works profoundly influenced Islamic science and paved the way for later developments in multiple scientific fields....
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Tamerlane (Timur)
"When I rise from the dead, I will bring destruction upon the world..."
Tamerlane, or Timur, was a Turco-Mongol conqueror and the founder of the Timurid Empire in the late 14th century Middle East, known for his military genius and brutal campaigns across West, South, and Central Asia. His reign significantly shaped the political and cultural landscape of the region....
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NASA
NASA Picture of the Day
Three Galaxies in Pavo
Three Galaxies in Pavo (2026-07-03)
Credits: Mike Selby
Github
Trading tools
awesome-quant-ai 418 stars #40
A curated list of awesome resources for quantitative investment and trading strategies focusing on artificial intelligence and machine learning applications in finance....
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AlphaTeam 396 stars #41
” AlphaTeam : Trustworthy, Controllable, and Traceable Quantitative Trading PlatForm“...
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trading-strategy 368 stars #42
Python framework for quantitative financial analysis and trading algorithms on decentralised exchanges...
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RLQuant 356 stars #43
Applying Reinforcement Learning in Quantitative Trading...
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Sea Vessels
OpenSailingRC-BoatGPS 1 stars #40
GPS Tracker for Radio Controlled Boats...
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Boat-Tracker 1 stars #41
Application for Tracking Boats based on http://gae.yb.tl/Flash...
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Autonomous-Boat---Trash-detection-and-Tracking- 1 stars #42
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Boat-Navigation-and-Motion-Tracking-System 1 stars #43
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Air Vessels
nearPlane 18 stars #40
✈️ A real-time, portable aircraft tracker for the M5StickC Plus 2 using the adsb.lol API. Features a multi-page display, emergency alerts, and easy web-based setup....
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AdaptiveControllerTrackingError 18 stars #41
In recent years, Unmanned Aerial Vehicles (UAVs) have evolved from a passive to an active rol in plentiful applications. Hence, it is necessary to consider new ways to fly in order...
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PlaneCam 17 stars #42
Motorised camera module for optically tracking planes using their coordinates received over ADS-B...
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awesome-planespotting-list 14 stars #43
This GitHub repository provides users with a collection of links to trackable aircraft for any websites running a tar1090. This includes ADSBx, ADBS.fi, ADSB.lol, and others. The r...
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Imagery
smallcap 125 stars #40
SmallCap: Lightweight Image Captioning Prompted with Retrieval Augmentation...
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albucore 121 stars #41
A high-performance image processing library designed to optimize and extend the Albumentations library with specialized functions for advanced image transformations. Perfect for de...
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RIPE 119 stars #42
[ICCV 2025] Keypoint detection and description learned from image pairs only - no depth, no pose, no artificial augmentation required....
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tta_wrapper 112 stars #43
Test Time image Augmentation (TTA) wrapper for Keras model....
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Video
printfilm 2758 stars #40
短剧平台 AI Short Film Motion Comic Generation Platform Industrial AI Motion Comic & Video Workbench...
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MusePose 2693 stars #41
MusePose: a Pose-Driven Image-to-Video Framework for Virtual Human Generation...
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MimicMotion 2620 stars #42
High-Quality Human Motion Video Generation with Confidence-aware Pose Guidance...
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Stable-Video-Infinity 2520 stars #43
[ICLR 26 Oral] Stable Video Infinity: Infinite-Length Video Generation with Error Recycling...
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