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Risenshine! Here is digest of signals harvested on 2026-07-05.
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Markets
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International - 07/02 |
+2.6693% -2.8919% MoM | +2.1352% -0.3472% MoM | +2.6556% +0.4901% MoM | +2.5368% +1.9163% MoM |
+2.5368% +1.9163% MoM | +1.1701% +3.7926% MoM | -1.0835% -0.982% MoM | -0.6601% -3.5969% MoM |
+1.9835% +1.8692% MoM | +1.6512% -4.3577% MoM | +2.0828% +3.0948% MoM | -0.1877% -12.2387% MoM |
+0.0967% -0.4702% MoM | +0.7112% +3.1855% MoM | -0.7853% -2.1006% MoM | -0.6173% -9.6677% MoM |
+1.5488% +0.6004% MoM | +1.3105% -9.7035% MoM | +1.1628% -6.0606% MoM | -0.7171% -3.4358% MoM |
-0.0525% +0.9554% MoM | -0.8554% -4.4867% MoM | -0.0995% -9.1266% MoM | +0.3319% -3.9845% MoM |
+1.3194% -5.672% MoM |
Commodities - 07/02 |
+2.0318% -8.2097% MoM | +2.6876% -19.0763% MoM | +0.6875% -24.2515% MoM | +3.0091% -16.0297% MoM |
-0.4468% -1.4012% MoM | +0.3328% -0.5399% MoM | +0.215% -8.1527% MoM | +0.5208% +0.959% MoM |
-0.531% -4.7995% MoM | +0.0446% -3.1965% MoM | +0.1158% -19.0753% MoM | -1.8469% -11.4236% MoM |
Favorites - 07/02 |
+4.1426% -16.1726% MoM | -4.2634% -0.7133% MoM | +1.616% -11.5157% MoM | -1.3918% -12.5617% MoM |
-1.5649% -42.6486% MoM | +0.5186% +21.8151% MoM | +0.4013% -5.3992% MoM | -1.8879% -26.5097% MoM |
+1.1783% -11.7081% MoM | -6.5754% -21.7104% MoM | -5.2511% +11.5075% MoM | -5.4946% -8.3206% MoM |
-3.1168% -26.8186% MoM | -9.8364% -15.647% MoM | +4.8407% -2.0844% MoM | +2.5144% +10.0949% MoM |
Sectors - 07/02 |
-0.1314% -1.9472% MoM | +2.6326% +11.8443% MoM | +1.5334% +8.0839% MoM | +1.1317% +2.7363% MoM |
-5.5661% -6.3965% MoM | +1.7756% +8.6979% MoM | +1.4981% +6.5002% MoM | -0.1207% +3.7143% MoM |
+2.4307% +1.4418% MoM | -4.9367% -17.1754% 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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The economic and political consequences of Russia's wartime spending and fuel shortages |
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🗺 Background:- Russia's wartime spending on the Ukraine conflict surged past $100 billion since 2022, sharply impacting budget allocation.
- International sanctions on Russian oil and gas exports since early 2022 have caused significant fuel shortages domestically and for trading partners.
- Energy exports historically contributed over 35% of Russia's federal budget revenue, creating fiscal pressure as output and prices fell.
- Political tensions have escalated between Russia, the EU, and the US due to embargoes, complicating Moscow's economic strategy.
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🎩 Key stakeholders:- President Vladimir Putin oversees Russia's fiscal and military policies amid sanctions and fuel restrictions.
- Key Russian energy firms, including Gazprom and Rosneft, drive export and domestic fuel supply, directly impacted by western restrictions.
- Institutions such as the Bank of Russia and the Ministry of Finance manage wartime monetary strategy under constrained financial conditions.
- The EU, particularly Germany and Hungary, are principal stakeholders affected by reduced Russian fuel exports.
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➡ Potential consequences:- Near-term inflation risks are heightened in Russia, with possible consumer fuel price spikes and transport cost rises over the summer of 2026.
- Medium-term, Russia may face declining state revenues and further economic contraction if current fuel shortages persist.
- Persisting shortages risk social unrest, as critical sectors such as food logistics and rural transportation depend on state-regulated fuel.
- Geopolitical tensions could intensify as European states seek alternative energy suppliers, reducing Russia's leverage.
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How artificial intelligence is reshaping financial markets and infrastructure investments |
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🗺 Background:- Artificial intelligence (AI) technologies, such as machine learning and natural language processing, are increasingly being integrated into global financial markets to enhance trading strategies and risk management.
- Investment in AI-driven infrastructure has accelerated, with global AI in fintech spending projected to reach $31.71 billion by 2027, according to Statista.
- Regulatory bodies are actively assessing the impact of automation and AI on market stability, fairness, and transparency.
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🎩 Key stakeholders:- Key stakeholders include major financial institutions such as JPMorgan Chase and Goldman Sachs deploying proprietary AI models.
- Global technology companies like Google, Microsoft, and IBM are providing AI platforms and cloud services to financial firms.
- Regulatory agencies, including the U.S. Securities and Exchange Commission (SEC) and European Securities and Markets Authority (ESMA), are monitoring AI use in markets.
- AI-driven investment firms such as Renaissance Technologies and Two Sigma are influencing asset allocation and infrastructure investments.
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➡ Potential consequences:- Near-term, AI adoption may enhance market efficiency but could introduce new systemic risks due to algorithmic errors and model biases.
- Medium-term, continued AI integration may reduce operational costs in trading and infrastructure projects, but labor displacement in traditional finance roles is likely.
- Increased reliance on AI raises regulatory and ethical concerns around data privacy, transparency, and market manipulation.
- Global financial connectivity may expand as AI-driven platforms facilitate cross-border investments and infrastructure financing.
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Rising global heatwaves and the challenge for public health services in France |
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🗺 Background:- France has experienced increasingly frequent and intense heatwaves since the early 2000s.
- The severe 2003 heatwave in France resulted in nearly 15,000 excess deaths, highlighting the vulnerability of public health systems.
- Climate models from Météo-France predict a greater frequency of days over 35°C across the country in the coming decade.
- The World Health Organization lists extreme heat as a mounting public health threat in Europe, including France.
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🎩 Key stakeholders:- Santé publique France, the national public health agency, monitors health statistics during extreme weather events.
- Météo-France provides real-time heatwave alerts and climate projections.
- The French Ministry of Health coordinates national emergency responses to heatwaves.
- Hospitals in major cities like Paris, Lyon, and Marseille play key frontline roles in heat crisis management.
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➡ Potential consequences:- Near-term pressures on emergency and cooling facilities may lead to postponement of elective care and increased strain on medical staff.
- Medium-term effects could include higher mortality among elderly and chronically ill populations if heatwaves persist.
- Recurrent heat emergencies may accelerate public investment in heat adaptation infrastructure and cooling solutions.
- Frequent heatwaves risk overwhelming urban infrastructure and exacerbating social inequality in health outcomes.
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The impact of legal disputes over intellectual property on US agriculture: the California nectarine case |
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🗺 Background:- The California nectarine case concerns legal disputes over intellectual property rights involving patented fruit varieties since the late 20th century.
- United States agriculture frequently relies on plant patents to protect new fruit cultivars, such as nectarines, peaches, and plums.
- Litigation over plant variety rights can affect agricultural innovation, market access, and grower agreements across the US.
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🎩 Key stakeholders:- Key stakeholders include the California Department of Food and Agriculture (CDFA).
- Fruit genetics firms and universities, such as Zaiger Genetics and the University of California, play central roles.
- Major commercial growers and the California Tree Fruit Agreement are directly impacted.
- Federal institutions including the USDA may oversee aspects of patent enforcement and agricultural trade.
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➡ Potential consequences:- In the near term, legal uncertainty may disrupt supplies of certain nectarine varieties and affect pricing.
- Medium-term risks include reduced investment in fruit breeding due to weaker or contested patent protections.
- Growers may face higher legal and licensing costs, decreasing competitiveness of US stone fruit in export markets.
- Signal effects from this dispute could shape future federal and state approaches to agricultural IP enforcement.
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Strategic shifts in national defense acquisition: The Pentagon’s drone and weapons testing offices |
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🗺 Background:- The Pentagon oversees multiple offices responsible for the testing and acquisition of drones and advanced weapon systems.
- Modernization initiatives in the U.S. Department of Defense increasingly focus on rapid procurement and evaluation of emerging technologies.
- Recent defense budgets have allocated increased funding for unmanned systems and autonomous weapons integration.
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🎩 Key stakeholders:- The Office of the Under Secretary of Defense for Acquisition and Sustainment leads major acquisition policy decisions.
- Key defense contractors involved include Lockheed Martin, Northrop Grumman, and General Atomics.
- Congressional Armed Services Committees oversee budgeting and regulatory frameworks for defense technology testing.
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➡ Potential consequences:- Accelerated drone testing may lead to quicker fielding of autonomous combat technologies in upcoming defense cycles.
- New testing protocols could increase the pace of innovation but also raise safety and oversight concerns.
- Medium-term industry competition may intensify as defense contractors adjust R&D to the Pentagon's evolving acquisition strategies.
- Shifts in operational testing could influence allied adoption of U.S. standards and interoperability frameworks.
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Science News
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Assessing the Challenges and Economic Uncertainty in the Quantum Computing Industry after IQM's IPO |
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🗺 Background:- IQM Quantum Computers, a Finnish quantum technology firm founded in 2018, is a provider of full-stack superconducting quantum computers and serves clients such as enterprises, research institutions, and national laboratories.
- On July 2, 2026, IQM became the first European quantum computing company to be listed on a major U.S. stock exchange by debuting on the Nasdaq Global Select Market after a merger with Real Asset Acquisition Corp (RAAQ).
- The company completed a SPAC merger at a valuation of approximately $1.9 billion and started trading under the ticker symbol IQMX.
- IQM has reported a global installed base of 23 quantum computers and received over €200 million in public support from European sovereign states.
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🎩 Key stakeholders:- IQM Quantum Computers is led by CEO and co-founder Jan Goetz, with the Finnish state investment company Tesi as its largest shareholder.
- Real Asset Acquisition Corp (RAAQ), a Nasdaq-listed SPAC, merged with IQM as part of the IPO process.
- BNY (Bank of New York Mellon) acts as the depositary bank for IQM’s American depositary shares.
- Lago Kapital Oy has entered into a market-making agreement to provide liquidity for IQM shares on Nasdaq Helsinki.
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💡 News facts:- Trading in IQM’s American Depositary Shares (ADSs) on Nasdaq under ticker IQMX and IQM Warrants under IQMX WS began on July 2, 2026, marking its public market debut through a completed business combination with RAAQ. [https://www.nasdaq.com/press-release/iqm-quantum-computers-and-real-asset-acquisition-corp-complete-combination-trading] (Published July 1, 2026)
- IQM’s listing application was approved, and trading in its shares on the regulated market of Nasdaq Helsinki commenced on July 3, 2026, with the company implementing a market-making agreement to promote share liquidity. [https://finance.yahoo.com/markets/stocks/articles/iqm-quantum-computers-plc-listing-123000958.html] (Published July 2, 2026)
- The market reception for IQM’s IPO was lukewarm, with shares initially falling about 7.5% below the IPO price before recovering, reflecting investor caution about commercial prospects in the quantum computing sector. [https://www.programming-helper.com/tech/iqm-europe-first-public-quantum-company-nasdaq-debut-2026] (Published July 2, 2026)
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➡ Potential consequences:- Investor caution and IQM’s explicit warning that large-scale commercial quantum computing adoption may never materialize could limit near-term funding and affect future technology rollouts.
- IQM’s dual listing strategy on both Nasdaq and Nasdaq Helsinki may set a precedent for other European deep tech firms seeking to access US capital markets while preserving European roots.
- Ongoing government financial support for IQM highlights the strategic significance but also raises questions about the sustainability of quantum computing business models in the absence of clear commercial traction.
- If IQM navigates uncertainty and realizes commercial breakthroughs, it could accelerate global competition and drive further consolidation in the nascent quantum industry.
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Evaluating the Impact of AI Data Centers on Energy Demand and Net-Zero Emissions Pledges in Big Tech |
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🗺 Background:- Artificial intelligence (AI) data centers are rapidly expanding, driving significant growth in global electricity demand.
- Big technology firms such as Google, Microsoft, and Amazon have pledged to achieve net-zero emissions in the coming decades.
- Operating large-scale AI models like those used by OpenAI’s ChatGPT requires massive compute power and extensive cooling systems.
- Balancing the need for increased data center capacity with climate goals poses a growing challenge for the tech sector.
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🎩 Key stakeholders:- Major players include Google, Microsoft, Amazon, Meta, and Nvidia, who invest heavily in AI infrastructure.
- Utility companies and grid operators, such as those in the U.S. and Europe, provide the necessary power for data center operations.
- Government agencies regulating emissions and energy usage play a significant oversight role.
- Leading cloud computing customers come from sectors like finance, health, and manufacturing, which also drive demand for AI capacity.
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➡ Potential consequences:- Increased demand from AI data centers could strain regional power grids, potentially leading to brownouts or delays in renewable energy adoption.
- Big tech's emission pledges may be undermined if data center energy growth outpaces investments in clean power generation.
- Public and investor scrutiny is likely to intensify, pressuring companies to provide transparent accounting of AI-related energy consumption.
- Collaboration between industry and regulators may accelerate innovation in grid modernization and energy storage over the next five years.
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Market Barriers to Adoption of Electric Vehicles in the United States: Lessons from the Chevy Silverado EV |
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🗺 Background:- Electric vehicles (EVs) face several market barriers in the United States, including infrastructure limitations, cost, and consumer perception.
- The Chevy Silverado EV, launched by General Motors in 2023, represents a significant push into the electric pickup segment.
- Previous EV rollouts, such as the Ford F-150 Lightning, highlight persistent issues such as range anxiety and charging network gaps.
- US federal and state incentives continue to play a crucial role in EV adoption rates and manufacturer strategies.
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🎩 Key stakeholders:- General Motors is the manufacturer of the Chevy Silverado EV and a major stakeholder in the US EV market push.
- Tesla remains a dominant player in the electric vehicle marketplace and influences infrastructure through its Supercharger network.
- The US Department of Energy sets policy direction for EV adoption, infrastructure development, and incentives.
- Dealership networks and automotive labor unions play significant roles in both supply chain and consumer education.
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💡 News facts:- On July 5, 2026, General Motors announced a pause in additional Silverado EV production due to slower-than-expected demand, as reported by Reuters (2026-07-05).
- A new JD Power survey published July 5, 2026, found that 62% of prospective truck buyers cite lack of public fast chargers as the primary barrier to considering the Silverado EV, according to JD Power (2026-07-05).
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➡ Potential consequences:- Short-term impacts may include further delays in EV truck rollouts and greater inventory at dealerships.
- Medium-term, ongoing infrastructure issues may deter EV pickup adoption by traditional truck buyers.
- Automakers may prioritize hybrid models or invest more heavily in lobbying for charging infrastructure expansion.
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Recent Advances in Spacecraft Operations: The Role of Private Pilots in US Space Force Missions |
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🗺 Background:- The US Space Force was established in December 2019 to oversee space-based military operations.
- Spacecraft operations increasingly require collaborations between government and private sectors.
- Private pilots are now being recruited to operate and maintain specialized spacecraft for US Space Force missions.
- Advancements in autonomous navigation and remote piloting technologies are central to current operational frameworks.
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🎩 Key stakeholders:- The US Space Force is the primary institution coordinating orbital and suborbital missions.
- Companies like SpaceX and Blue Origin provide launch services and recruit private pilots for defense-related operations.
- Key figures include Elon Musk (SpaceX), Gen. B. Chance Saltzman (USSF Chief), and Jeff Bezos (Blue Origin).
- The Federal Aviation Administration (FAA) regulates licensing for private pilots involved in spaceflight.
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💡 News facts:- On July 5, 2026, SpaceX reported the successful integration of privately licensed pilots in Starshield mission operations, as detailed by SpaceNews published 2026-07-05.
- The US Space Force announced a new collaboration with Blue Origin for pilot-managed satellite servicing missions, according to Defense One published 2026-07-05.
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➡ Potential consequences:- Near-term: Increased operational flexibility may accelerate response times for Space Force missions.
- Near-term: The involvement of private pilots could lower operational costs for government-run space programs.
- Medium-term: Deeper collaboration between commercial and military entities might raise new regulatory and security challenges.
- Medium-term: Enhanced pilot training and credentialing could open further civilian spaceflight opportunities.
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Discovery and Significance of Earth's Primordial Magma Ocean Remnants in Modern Volcanic Activity |
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🗺 Background:- Earth's primordial magma ocean refers to the molten state of early Earth following planetary formation, estimated around 4.5 billion years ago.
- Remnants of this magma ocean are hypothesized to persist deep within the mantle, influencing geochemical signatures in volcanic eruptions.
- Modern research analyzes isotopic and elemental anomalies, such as high 182W/184W ratios, in volcanic rocks to trace deep mantle sources.
- Understanding magma ocean remnants provides insight into planetary differentiation, mantle convection, and the evolution of terrestrial planets.
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🎩 Key stakeholders:- Key researchers include Dr. Catherine A. McCammon of the University of Bayreuth specializing in deep Earth geochemistry.
- The Massachusetts Institute of Technology (MIT) and Caltech are leading institutions investigating mantle plume origins.
- The journal Nature publishes peer-reviewed breakthroughs on mantle reservoirs and magma ocean evidence.
- The Deep Earth Imaging Consortium supports multidisciplinary studies on primordial magma remnants and volcanic systems.
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➡ Potential consequences:- Near-term, enhanced understanding of mantle plume sources may refine volcanic hazard prediction models for regions like Samoa and Hawaii.
- Medium-term, identification of ancient mantle reservoirs could impact theories on deep carbon cycling and global climate regulation.
- Potential for breakthroughs in geothermal energy extraction, leveraging known locations of primordial heat sources.
- Further research may inform planetary science models and guide exploration missions targeting magma remnants on Mars and Venus.
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Culture
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No well-documented painter from the 3rd century Middle East "N/A..." There are no surviving records or well-known painters specifically from the 3rd century Middle East whose works or biographies are documented. Artistic expressions of the time were often in the form of architecture, mosaics, or reliefs rather than individual paintings.... | Shapur I ""I am Shapur, King of Kings, of the Iranians and non-Iranians..." Shapur I (c. 215–272) was the second ruler of the Sasanian Empire, known for his inscriptions and patronage of Zoroastrianism. While primarily a king, he is credited with commissioning important inscriptions that reflect literary and historical records of the time.... |
Galen ""The best physician is also a philosopher..." Galen (c. 129–c. 216 AD) was a prominent Greek physician, surgeon, and philosopher in the Roman Empire, whose work influenced medical science in the Middle East and beyond for centuries. His extensive writings on anatomy, physiology, and medicine formed the basis of medical knowledge in both the Isl... | Ardashir I ""I am Ardashir, King of Kings, the Just, the Restorer of the Kingdom..." Ardashir I (c. 180–242) was the founder of the Sasanian Empire in Persia, overthrowing the Parthian Empire and establishing a powerful dynasty that lasted until the 7th century. His reign marked the beginning of a revival of Persian culture, military power, and Zoroastrian state religion.... |
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NASA
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Saturn's Iapetus: Painted Moon (2026-07-05) Credits: NASA / APOD |
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Github
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Trading tools |
quantcomponents 170 stars #60 QuantComponents - Free Java components for Quantitative Finance and Algorithmic Trading... | Strategems.jl 167 stars #61 Quantitative systematic trading strategy development and backtesting in Julia... |
QuantTrading 167 stars #62 A real-time quantitative trading/backtesting platform in C#, supporting IB (full brokerage) and Google Finance (quote only). It adds R support through R.NET.... | AgentQuant 161 stars #63 Autonomous quantitative trading research platform that transforms stock lists into fully backtested strategies using AI agents, real market data, and mathematical formulations, all... |
Sea Vessels |
Jetboat-Racers 1 stars #60 🏁 A multiplayer boat racing game with thrilling arcade physics, stunning environments, and many tracks to put your skills to the test.... | SeaEagle 1 stars #61 We have come up with a method to connect Navy ships, boats and control base using wireless communication methods. We have proposed to use Wifi to make the connection and GPS to tra... |
norbit-hw 1 stars #62 A single-page web application that uses WebSocket to track and display real-time boat position on a map, using the OpenLayers API.... | opencpn 1 stars #63 Designed to be used at the helm station of your boat while underway. Chart a course and track your position right from your laptop.... |
Air Vessels |
Real-Time-Planet-Tracking-System-and-Trajectory-Prediction 7 stars #60 Arduino program to calculate the position of a planet and tracking it using two servo motors, GPS module, MPU 9250 and Laser pointer.... | Open-source-6DoF-Head-Tracking-for-X-Plane-12 7 stars #61 LidarSight XP enables immersive cockpit exploration in X-Plane 12 using your iPhone as a head-tracking device. Simply mount your iPhone on a tripod facing you, and your head moveme... |
planetmath-docs 7 stars #62 Documentation for the PlanetMath website and organization to be read in combination with the Planetary issue tracker.... | FlightradarRadar 7 stars #63 Interesting plane tracker based on an lilygo t-display s3 amoled... |
Imagery |
Physics-ArX 76 stars #60 Physics-based data augmentation library for quantifying CT and CBCT images in radiotherapy [PMB'23, PMB'21, Medical Physics'21, AAPM'21]... | DiffTPT 72 stars #61 【ICCV 2023】Diverse Data Augmentation with Diffusions for Effective Test-time Prompt Tuning & 【IJCV 2025】Diffusion-Enhanced Test-time Adaptation with Text and Image Augmentation... |
HistoGAN 71 stars #62 Code for "Generative Image Translation for Data Augmentation in Colorectal Histopathology Images" full paper at ML4H Workshop at NeurIPS 2019.... | AADG 70 stars #63 [TMI'22] "AADG: Automatic Augmentation for Domain Generalization on Retinal Image Segmentation".... |
Video |
HunyuanWorld-Voyager 1571 stars #60 Voyager is an interactive RGBD video generation model conditioned on camera input, and supports real-time 3D reconstruction.... | MiniMax-MCP 1521 stars #61 Official MiniMax Model Context Protocol (MCP) server that enables interaction with powerful Text to Speech, image generation and video generation APIs.... |
Phantom 1505 stars #62 Phantom: Subject-Consistent Video Generation via Cross-Modal Alignment... | awesome-seedance-2-prompts 1498 stars #63 🎬 2000+ curated Seedance 2.0 video generation prompts — cinematic, anime, UGC, ads, meme styles. Includes Seedance API guides, character consistency tips, and advanced video workf... |