Risenshine! Here is digest of signals harvested on 2026-07-06.
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
Impact of military spending and wartime economics on Russia’s domestic stability and fuel supply chains
In the news:
🗺 Background:
  • Russia has relied on 'military Keynesianism' to finance its war against Ukraine, channeling substantial government spending into defense since 2022.
  • Ukraine has targeted over 50 Russian oil refining sites since the full-scale invasion began in February 2022, affecting domestic fuel stability.
  • Increased military expenditure has led to fuel shortages and rationing within Russia, impacting consumers and logistics.
  • As the war drags on, the Russian economy faces mounting pressures, with signs of fatigue and instability emerging in 2026.
🎩 Key stakeholders:
  • Vladimir Putin, Russia's president, continues prioritizing military operations over addressing domestic supply disruptions.
  • Russian oil refining companies such as Rosneft and Gazprom are directly affected by Ukrainian attacks and fuel shortages.
  • The Center for Strategic and International Studies (CSIS) recently analyzed Russia’s wartime economy and political stability.
  • Consumers across Russian cities, notably in the Urals and Siberia, are facing fuel rationing as a result of disrupted supply chains.
💡 News facts:
➡ Potential consequences:
  • Continued strikes and rationing may lead to further consumer dissatisfaction and domestic unrest in the near term.
  • Prolonged military spending without addressing supply chain vulnerabilities could exacerbate Russia’s economic decline and political instability.
  • Medium-term risks include increased inflation, diminished industrial output, and a potential loss of key workforce segments due to continued conflict.
  • Potential long-term shifts may involve structural changes to Russia’s economic model or leadership if stability deteriorates further.
Read online: https://fortune.com/2026/07/03/putin-shrugs-off-fuel-shortages-in-russia-as-he-ramps-up-attacks-on-ukraine/  https://fortune.com/2026/07/02/putin-russia-economy-economic-mmilitary-abyss-csis-report/  
How Trump’s financial and political moves are reshaping Federal Reserve policy and independence
In the news:
🗺 Background:
  • Donald Trump reported a $2.2 billion income in recent financial disclosures, published July 3, 2026.
  • Trump's financial status and political influence are prompting a reevaluation of Federal Reserve independence amid heightened scrutiny.
  • Robert Koppl’s ‘Big Player Theory’ is being referenced to explain Trump’s outsized impact on economic policy.
  • The discussion is set against the backdrop of increased use of artificial intelligence in economic decision-making.
🎩 Key stakeholders:
  • Donald Trump, former president, is central to the current shifts in Federal Reserve policy.
  • Kevin Warsh, appointed as new Fed Chairman, is facing direct political engagement from Trump.
  • Lisa Cook, Federal Reserve Governor, is subject to criticism and potential legal pursuit by Trump.
  • Syracuse University’s Robert Koppl is contributing theoretical analysis to the ongoing debate.
💡 News facts:
➡ Potential consequences:
  • Near-term: Heightened political pressure on the Fed could destabilize standard monetary policy practices.
  • Near-term: Increasing tension between Trump and Federal Reserve governors may erode public trust in central bank impartiality.
  • Medium-term: Application of ‘Big Player Theory’ could drive increased policy volatility, with larger swings in financial markets.
  • Medium-term: Direct interventions by powerful political figures may set precedent for future undermining of Fed independence.
Read online: https://fortune.com/2026/07/03/trump-2-2-billion-income-financial-disclosures-new-era-big-player-theory/  https://fortune.com/2026/07/03/trump-cook-fed-board-vow-warsh-politics-independence/  
Upkeep of critical infrastructure: new Pentagon drone programs versus diminished weapons testing oversight
In the news:
🗺 Background:
  • The Pentagon has established a new office to oversee the majority of unmanned drone programs, including attack drones, ground robots, and drone boats.
  • Oversight for weapons testing has diminished, with the Department of Defense's operational testing office losing staff and resources.
  • The balance between innovation in drone technology and safety in weapons testing is increasingly under scrutiny.
🎩 Key stakeholders:
  • Pete Hegseth is driving both the new drone office and the restructuring of the Department of Defense's weapons testing oversight.
  • The Department of Defense (DoD) and its Office of Operational Test and Evaluation (DOT&E) are directly affected by these changes.
  • Government Accountability Office (GAO) is monitoring the situation, raising concerns about risks to troops and battlefield effectiveness.
💡 News facts:
➡ Potential consequences:
  • In the near-term, reduced weapons testing oversight may increase the risk of untested or faulty drone and weapons systems being deployed.
  • Medium-term effects could include weakened battlefield safety and performance for U.S. forces due to insufficient vetting and evaluation.
  • Innovation in unmanned systems may accelerate, but could compromise reliability and accountability if oversight remains diminished.
Read online: https://www.businessinsider.com/dods-weapons-testing-office-doing-more-work-fewer-people-gao-2026-7#article  https://www.businessinsider.com/new-pentagon-office-will-oversee-majority-of-drones-2026-7#article  
Expansion strategies among global fintech leaders: The role of major tech investors in Revolut’s US IPO ambitions
In the news:
🗺 Background:
  • Revolut is a global fintech company based in London with rapid expansion ambitions, especially targeting the US market.
  • In its latest fundraising round, Revolut achieved a $75 billion valuation, signaling strong investor confidence.
  • Major tech investors, including Nvidia and SoftBank, are backing Revolut's planned US IPO.
🎩 Key stakeholders:
  • Revolut, led by CEO Francesca Carlesi, is spearheading its US IPO push.
  • Nvidia and SoftBank are prominent investors driving Revolut's valuation and expansion.
  • London remains a hub for fintech innovation, acting as Revolut's springboard for global growth.
  • US financial regulators and markets are critical stakeholders for Revolut's IPO success.
💡 News facts:
➡ Potential consequences:
  • Near-term, Revolut's US IPO could accelerate its North American market entry and competition with US fintech leaders.
  • In the medium-term, successful IPO execution may raise global fintech valuations and attract further tech investor participation.
  • Major tech investor support could foster strategic partnerships and technology integration for Revolut.
  • Regulatory scrutiny in the US may shape Revolut's post-IPO operations and impact its expansion rate.
Read online: https://fortune.com/2026/07/03/75-billion-valuation-london-america-ipo-francesca-carlesi/  
Heatwave public health crisis management in France: response by funeral industry and government agencies
In the news:
🗺 Background:
  • France is experiencing a brutal heatwave in July 2026, causing a severe public health crisis.
  • The mortality rate has surged, with over 2,000 deaths reported per week attributed to extreme heat.
  • Funeral service capacity is strained as the number of deaths exceeds typical seasonal averages.
  • The French health agency has warned that the situation may worsen in the coming weeks.
🎩 Key stakeholders:
  • Funeral industry directors such as undertakers are reporting overwhelming demand for services.
  • Government agencies including the national health authority are central to crisis response efforts.
  • Hospitals and morgues are key infrastructure, with some impacted by capacity shortages.
  • Local municipalities are coordinating emergency services and public messaging.
💡 News facts:
➡ Potential consequences:
  • Continued excess deaths may overwhelm existing funeral and mortuary services in French cities.
  • Delayed burials and cremations could pose sanitary and logistical challenges for municipalities.
  • Government agencies may be forced to implement emergency measures such as temporary body storage facilities.
  • A prolonged crisis could lead to increased scrutiny and reforms in public health and funeral sector response strategies.
Read online: https://fortune.com/2026/07/03/heatwave-france-kill-2000-people-per-week/  
Science News
The impact of quantum technology uncertainty on European tech IPOs and investor sentiment
In the news:
🗺 Background:
  • Quantum technology is attracting substantial investment across Europe, but its commercial readiness remains a subject of debate.
  • Tech IPOs in Europe are increasingly influenced by the perceived long-term viability and uncertainty of quantum advancements.
  • Investors have raised concerns about the scalability and real-world application timelines for quantum computing firms.
  • Market volatility for tech IPOs has grown as quantum technology companies face questions about their ability to deliver near-term financial results.
🎩 Key stakeholders:
  • IQM, a full-stack quantum company based in Finland, is Europe's first public quantum company.
  • Nasdaq has become a platform for quantum tech IPOs, hosting IQM's debut.
  • European institutional investors are tracking the performance and signals from quantum tech IPOs.
  • Venture capital firms and equity analysts are recalibrating expectations for quantum technology returns.
💡 News facts:
➡ Potential consequences:
  • Near-term: Investor sentiment toward tech IPOs may remain cautious due to uncertainty surrounding commercial quantum breakthroughs.
  • Medium-term: European quantum startups could face stricter due diligence and lower valuations if uncertainty persists.
  • IPO activity for quantum and deep tech companies may be delayed or scaled back as stakeholders await clearer proof of market-ready quantum technology.
  • Broader technology investment in Europe may adjust as quantum sector skepticism influences portfolio strategies.
Read online: https://techcrunch.com/2026/07/02/iqm-europes-first-public-quantum-company-admits-the-future-of-the-tech-is-uncertain/  
Exploring non-quantum theories of space-time as a solution to the quantum gravity problem
🗺 Background:
  • Quantum gravity seeks to reconcile Einstein's general relativity (1915) with quantum mechanics, a challenge persisting since the mid-20th century.
  • Space-time is traditionally considered continuous in relativity but discrete in quantum theory, leading to theoretical incompatibility.
  • Recent research suggests non-quantum theories, where space-time fluctuations ('random wobbles') occur, may solve this divide.
  • Major breakthroughs on quantum gravity have not yet produced experimentally verifiable predictions, prompting new avenues like non-quantum models.
🎩 Key stakeholders:
  • New Scientist reported on non-quantum gravity theories, highlighting the scientific community's engagement as of July 2026.
  • Leading physicists such as Carlo Rovelli, Lee Smolin, and Sabine Hossenfelder have previously explored alternative approaches to gravity.
  • Key institutions involved include Perimeter Institute for Theoretical Physics and Max Planck Institute for Gravitational Physics.
  • Research collaboration spans global universities, with increased focus on interdisciplinary teams addressing the quantum gravity gap.
💡 News facts:
  • New Scientist published an article on July 2, 2026, detailing new theoretical models where random wobbles in space-time could resolve the quantum gravity problem.
➡ Potential consequences:
  • Near-term, non-quantum gravity models may spur new research funding and experimental proposals in labs worldwide.
  • Medium-term, validation of these theories could reshape foundational physics curricula and influence technology based on space-time manipulation.
  • A paradigm shift toward non-quantum models may reduce reliance on string theory and quantum loop gravity frameworks.
  • Positive results could enhance cross-disciplinary collaboration among physicists, mathematicians, and engineers.
Assessing the real environmental cost of AI: Case studies from Google and Amazon's net-zero strategies
In the news:
🗺 Background:
  • Artificial Intelligence (AI) power demands have surged, straining environmental sustainability efforts by major tech companies.
  • Google and Amazon both pledged to achieve net-zero emissions by 2030, raising scrutiny about the feasibility of such targets.
  • Recent studies highlight that accelerated AI adoption increases water, energy, and carbon costs linked to data centers.
  • Transparency in environmental disclosures is increasingly demanded as AI reshapes both the scope and urgency of corporate climate action.
🎩 Key stakeholders:
  • Sundar Pichai, CEO of Google, publicly reaffirmed Google's net-zero goals in multiple interviews.
  • Andy Jassy, CEO of Amazon, is overseeing the company's climate and AI infrastructure expansion.
  • The U.N. Environment Programme tracks corporate climate commitments and their effectiveness.
  • TechCrunch is a key media outlet covering the environmental impact of AI in tech giants.
💡 News facts:
➡ Potential consequences:
  • In the near-term, stakeholders may call for stricter regulations, increased transparency, and third-party environmental audits for AI facilities.
  • Medium-term, Google and Amazon could face stock and reputational risk if unable to disclose credible emissions reduction pathways.
  • Accelerating AI power demand may delay or force revision of net-zero timelines for the entire tech sector.
  • Failure to curtail data center emissions risks undermining institutional pledges critical for climate finance and innovation.
Read online: https://techcrunch.com/2026/07/02/a-warning-sign-about-ais-real-cost-courtesy-of-google-and-amazon/  
Market dynamics and consumer adoption barriers for American EV pickup trucks: Lessons from the Chevy Silverado EV
In the news:
🗺 Background:
  • The Chevy Silverado EV was launched as General Motors' flagship electric pickup truck in 2024.
  • American EV pickup trucks face unique challenges compared to traditional gas-powered models, including consumer skepticism and infrastructure limitations.
  • Market dynamics are influenced by declining EV demand overall and increased competition from Rivian, Ford, and Tesla.
  • Efforts to improve the Silverado EV's appeal include updates in range, charging speed, and features, but adoption remains slow.
🎩 Key stakeholders:
  • General Motors (GM) is the manufacturer of the Chevy Silverado EV.
  • Key competitors in the EV pickup space include Ford (F-150 Lightning), Rivian (R1T), and Tesla (Cybertruck).
  • Consumer groups and automotive reviewers, such as TechCrunch, provide feedback shaping future models.
  • Dealerships and regulatory bodies, like the U.S. Department of Transportation, affect market access and adoption.
💡 News facts:
➡ Potential consequences:
  • Near-term, sluggish sales may prompt GM to reevaluate pricing strategies and dealership incentives for the Silverado EV.
  • Medium-term, the lack of consumer adoption could shift investment priorities away from EV pickups toward other EV segments.
  • If the infrastructure issue persists, competitors with stronger charging networks may capture greater market share.
  • Ongoing consumer hesitancy could delay broader EV adoption across the pickup segment until key barriers are addressed.
Read online: https://techcrunch.com/2026/07/03/chevy-built-an-all-american-ev-truck-why-is-nobody-buying-it/  
Rescue missions for aging space telescopes: Technical and logistical challenges of extending Swift's operational life
🗺 Background:
  • NASA's Swift space telescope was launched in 2004 to detect gamma-ray bursts and monitor transient cosmic events.
  • After over 20 years in orbit, Swift faces critical technical challenges affecting its power and positioning systems.
  • A rescue mission was initiated to extend Swift's operational lifespan as its capability to observe the universe is threatened.
  • Such aging space telescopes often require complex intervention to avoid premature decommissioning and preserve scientific output.
🎩 Key stakeholders:
  • NASA is the primary operator responsible for Swift and authorizing its rescue mission.
  • New Scientist has provided detailed coverage of the Swift mission's current status and rescue effort.
  • The satellite launched to aid Swift involves collaboration between NASA engineers and private aerospace contractors.
  • Key scientific stakeholders include astrophysics researchers relying on Swift for gamma-ray observation data.
💡 News facts:
  • NASA’s Swift space telescope is reaching the end of its two-decade run in orbit unless a satellite launched on 3 July 2026 can give it a lifesaving boost.
  • The rescue mission for Swift was launched on 3 July 2026, aiming to extend its operation and preserve its scientific contributions.
➡ Potential consequences:
  • Successful extension of Swift's operational life could continue high-impact gamma-ray observations in the near term.
  • Technical challenges may hinder the mission, risking a loss of valuable astrophysical data if rescue efforts fail.
  • Long-term outcomes could include improved procedures for future space telescope maintenance and rescue missions.
Culture
No renowned European painter is documented from the 1st century AD
"N/A..."
The 1st century in Europe, particularly within the Roman Empire, did not have painters known by name as we understand artists today. Art was often anonymous and primarily found in frescoes, mosaics, and sculptures rather than individual paintings by named artists....
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Seneca the Younger
""Luck is what happens when preparation meets opportunity..."
Lucius Annaeus Seneca (c. 4 BC – AD 65) was a Roman Stoic philosopher, statesman, and playwright. He is known for his works on ethics and tragedy, influencing later philosophical thought....
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Pliny the Elder
"In the matter of science, the authority of thousands of persons is not worth as much as the humble reasoning of a single individual..."
Gaius Plinius Secundus (AD 23 – AD 79) was a Roman author, naturalist, and natural philosopher, known for his encyclopedia 'Naturalis Historia' which compiled much of the knowledge of the Roman world. He died during the eruption of Mount Vesuvius while attempting to rescue friends....
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Emperor Nero
"What an artist dies in me!"..."
Nero Claudius Caesar Augustus Germanicus (AD 37 – AD 68) was the fifth Roman emperor, known for his extravagant lifestyle and controversial reign marked by political murders and the Great Fire of Rome. His rule ended in rebellion and his subsequent suicide....
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NASA
NASA Picture of the Day
Dueling Bands over the Atacama Desert
Dueling Bands over the Atacama Desert (2026-07-06)
Credits: Julien Looten
Github
Trading tools
intuition 124 stars #70
Quantitative trading kit, for hackers...
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backtrader 121 stars #71
Quantitative Trading Framework (Backtesting & Live Trading) for Quants...
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goalgo 120 stars #72
A real-time quantitative trading platform in Golang....
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loman 118 stars #73
Control complex calculation flow for quantitative research and trading...
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Sea Vessels
DataEngineer-SparkStreaming 1 stars #70
Track a Boat est un système de suivi maritime en temps réel utilisant Kafka, Spark Structured Streaming et WebSockets. Il permet de visualiser la position des navires, analyser leu...
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ShipSink 1 stars #71
Simple client-server game called ShipSink. It is similar to hangman, except levels of a boat get filled by pirates, until the ship eventually sinks. Each wrong guess adds a level ...
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Smart-Sea-Side 1 stars #72
An IoT Based smart motor boat tracking system for tourists with contactless payments. The hardware will include a GPS module for location tracking, an IR sensor to find available p...
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FishTrack 1 stars #73
This project uses GPS module and an arduino mega to track the loaction coordinates in the sea. Fishermen who go into the sea can make use of data from the organization called INCOI...
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Air Vessels
trackmii 6 stars #70
Trackmii is a head tracking plugin for the X-Plane simulator on linux, using the Wiimote as a capture source....
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42fdr 6 stars #71
Python script to convert ForeFlight's exported flight tracks to X-Plane compatible FDR files...
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Blender-live 6 stars #72
Blender-Live 1.3.6 — a real-time camera streaming and gyro tracking add-on for Blender. It lets you project a live phone or webcam feed directly onto a 3D plane, with built-in chro...
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PlanetScope_landslide_tracking 5 stars #73
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Imagery
keras-image-data-augmentation 61 stars #70
keras ImageDataGenerator example...
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SITTA 61 stars #71
Single Image Texture Translation for Data Augmentation...
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mask2json 60 stars #72
a small tool for image augmentation, including mask files to json/xml files , image augmentation(flip,rotation,noise,...) and so on...
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Image-Augmentation-Using-OpenCV-and-Python 57 stars #73
Image Augmentation technique using OpenCV and Python...
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Video
Lance 1265 stars #70
A 3B-active-parameter native unified multimodal model for image and video understanding, generation, and editing....
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HuMo 1260 stars #71
HuMo: Human-Centric Video Generation via Collaborative Multi-Modal Conditioning...
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UForm 1241 stars #72
Pocket-Sized Multimodal AI for content understanding and generation across multilingual texts, images, and 🔜 video, up to 5x faster than OpenAI CLIP and LLaVA 🖼️ & 🖋️...
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Tora 1239 stars #73
[CVPR'25]Tora: Trajectory-oriented Diffusion Transformer for Video Generation...
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