Daily Issue
Vol. I — No. 24
05 · 06
Friday, 5 June 2026
Generated 2026-06-05 12:27
google/gemini-2.5-flash-lite-preview-09-2025
人生海海,敢死不叫勇气,活着才需要勇气。 — 麦家-人生海海 48 items · 4 sections
§ 0

The Morning

Local weather 1
This morning in
London
Overcast
Today's range
18.2°12.4°
currently 17.1°
Feels
14.1°
Rain
10%
Wind
12 km/h
Humid
44%
Rise
04:46
Set
21:12
§ I

US Stocks

Pre-market signal radar 12
US pre-market radar
premarket 2026-06-05
0 Bullish
0 Bearish
12 Neutral
Sector Tape
Manufacturing 4 names
63 Top: FLEX · Neutral · RS +8.2% Bullish 0 / Bearish 0 / 5d +11.2%
Servers and Thermal Management 2 names
61 Top: DELL · Neutral · RS +14.1% Bullish 0 / Bearish 0 / 5d +18.1%
Hyperscale Cloud 4 names
58 Top: ORCL · Neutral · RS -1.8% Bullish 0 / Bearish 0 / 5d +1.1%
Networking Equipment 4 names
58 Top: ANET · Neutral · RS -3.9% Bullish 0 / Bearish 0 / 5d -0.5%
Compute Mining 4 names
57 Top: CIFR · Neutral · RS +0.5% Bullish 0 / Bearish 0 / 5d +0.6%
Foundry 2 names
56 Top: TSM · Neutral · RS -6.6% Bullish 0 / Bearish 0 / 5d -1.4%
Battery and Energy Storage 3 names
52 Top: FLNC · Neutral · RS +6.4% Bullish 0 / Bearish 0 / 5d +5.0%
Energy Infrastructure 1 names
50 Top: VST · Neutral · RS -4.9% Bullish 0 / Bearish 0 / 5d -4.1%
Ticker Setup Move Score Evidence Quality
ANET Arista Networks Networking Equipment
Neutral Sector tailwind Low confidence
-0.9% $164.50 5d +6.9%
66 sector positive RS +3.5%

Watchlist item from -0.9% vs previous close, positive sector tape, 3 recent headline(s).

AMD, Arista Networks among market cap stock movers on Wednesday - Investing.com Needs fresh price/news confirmation before becoming an actionable setup.
quote: delayed fallback news: fresh financials: fresh news: 3
ORCL Oracle Hyperscale Cloud
Neutral Sector tailwind Low confidence
-1.2% $233.40 5d +16.0%
65 sector positive RS +13.1%

Watchlist item from -1.2% vs previous close, positive sector tape, 3 recent headline(s).

Years of Rewards: $54 Bil From Oracle Stock - Trefis Needs fresh price/news confirmation before becoming an actionable setup.
quote: delayed fallback news: fresh financials: fresh news: 3
DELL Dell Technologies Servers and Thermal Management
Neutral Sector tailwind Low confidence
-3.2% $408.55 5d +33.1%
62 sector positive RS +29.1%

Watchlist item from -3.2% vs previous close, positive sector tape, 3 recent headline(s).

Dell Technologies Inc.'s Next Breakthrough: Stock Analysis & Price Forecast For Tuesday Dunkin Donuts Canada (UsoAEP3uZu) - Mshale Needs fresh price/news confirmation before becoming an actionable setup.
quote: delayed fallback news: fresh financials: fresh news: 3
HUT Hut 8 Compute Mining
Neutral News watch Low confidence
-1.5% $125.83 5d +2.8%
60 sector flat RS +2.7%

Watchlist item from -1.5% vs previous close, 3 recent headline(s).

Why Is HUT Stock Sliding Over 2% Premarket Today? - Stocktwits Needs fresh price/news confirmation before becoming an actionable setup.
quote: delayed fallback news: fresh financials: fresh news: 3
quotes: nasdaq 24 24/24news: google_news_rss 23 23/24filings: sec 24 24/24, fallback 24

Generated from public market data and news for research and education. Not financial advice; data may be delayed, incomplete, or wrong.

§ II

From the arXiv

arXiv preprints 10 of 20
cs.AIarxiv:2606.06448v1Lead article

Agent Memory: Characterization and System Implications of Stateful Long-Horizon Workloads

Yasmine Omri, Ziyu Gan, Zachary Broveak, Robin Geens, Zexue He

his paper presents the first systems characterization of memory management in long-horizon LLM agents. The authors introduce a taxonomy to classify memory systems and develop a profiling harness to attribute costs across memory construction, retrieval, and generation phases. Their analysis of ten systems reveals how design choices significantly shift performance costs between the memory write and read paths, leading to actionable system recommendations.

Our Benchmark Agent, as the first fully autonomous benchmark building system, can efficiently produce high-quality benchmarks across diverse modalities, tasks, and domains to meet user-specific requirements. It will offer rapidly evolving benchmarks to contribute to the community.
Our Benchmark Agent, as the first fully autonomous benchmark building system, can efficiently produce high-quality benchmarks across diverse modalities, tasks, and domains to meet user-specific requir…
cs.AIarxiv:2606.06462v1

Benchmark Everything Everywhere All at Once

Shiyun Xiong, Dongming Wu et al.

This paper introduces **Benchmark Agent**, a fully autonomous agentic system designed to automate the entire pipeline of benchmark construction, addressing the labor-intensive and unsustainable nature of current methods. The core contribution is a scalable fra…

cs.AIarxiv:2606.06388v1

Humans' ALMANAC: A Human Collaboration Dataset of Action-Level Mental Model Annotations for Agent Collaboration

Jiaju Chen, Yuxuan Lu et al.

The paper introduces **ALMANAC**, a novel dataset designed to advance agent collaboration capabilities beyond mere task completion. It provides **action-level mental model annotations** derived from human dyadic routing tasks, capturing participants' internal …

A sample data of Almanac , which contains participants’ actions, mental models (team goal, perceived partner intent, self-reasoning), and a free-form rationale. We implement the Map Task, a classic dyadic routing task, to collect human collaborative behaviors and action-level mental model annotations.
A sample data of Almanac , which contains participants’ actions, mental models (team goal, perceived partner intent, self-reasoning), and a free-form rationale. We implement the Map Task, a classic dy…
cs.AIarxiv:2606.06315v1

LLM Self-Recognition: Steering and Retrieving Activation Signatures

Thibaud Ardoin, Jonas Schäfer et al.

This paper introduces a method to reliably attribute text to a specific Large Language Model (LLM) by steering its internal residual stream with a random sparse vector during generation, creating a detectable "activation signature." This signature acts as a fi…

cs.AIarxiv:2606.06286v1

LLMs Can Leak Training Data But Do They Want To? A Propensity-Aware Evaluation of Memorization in LLMs

Gianluca Barmina, Peter Schneider-Kamp et al.

This paper introduces **PropMe**, a propensity-aware framework to evaluate Large Language Model (LLM) memorization by contrasting adversarial prefix attacks with non-adversarial use cases. Using the lightweight **SimpleTrace** pipeline, the authors consistentl…

Left: PropMe framework overview with propensity and capability prompts, back-tracing to full training set and memorization/propensity measurements. Right: propensity metrics results for different combinations of models and dataset, this tells us what is the propensity of a given model to leak data of a certain dataset. The metrics used are defined and detailed in Sections 2 , 3.2 4.3
Left: PropMe framework overview with propensity and capability prompts, back-tracing to full training set and memorization/propensity measurements. Right: propensity metrics results for different comb…
№06
cs.AI
9

MLEvolve: A Self-Evolving Framework for Automated Machine Learning Algorithm Discovery

Shangheng Du, Xiangchao Yan et al.

MLEvolve is a self-evolving, LLM-based multi-agent framework designed for automated machine learning algorithm discovery. It overcomes limitations in existing agents by using Progr…

№07
cs.AI
9

RedKnot: Efficient Long-Context LLM Serving with Head-Aware KV Reuse and SegPagedAttention

Yang Liu, ZhaoKai Luo et al.

RedKnot addresses the KV cache bottleneck in long-context LLM serving by introducing a novel, head-aware KV cache management system. It leverages the observation that different att…

№08
cs.AI
9

TokenMizer: Graph-Structured Session Memory for Long-Horizon LLM Context Management

Shweta Mishra

TokenMizer addresses the LLM context limit for long tasks by modeling session history as a typed knowledge graph, preserving critical relational structure lost in flat text methods…

№09
cs.AI
9

ToolChoiceConfusion: Causal Minimal Tool Filtering for Reliable LLM Agents

Rahul Suresh Babu, Laxmipriya Ganesh Iyer

This paper introduces Causal Minimal Tool Filtering (CMTF), a training-free method to improve LLM agent reliability by addressing tool confusion caused by large tool sets. CMTF sel…

№10
cs.AI
9

Vortex: Efficient and Programmable Sparse Attention Serving for AI Agents

Zhuoming Chen, Xinrui Zhong et al.

Vortex is a system designed to efficiently serve diverse sparse attention algorithms for LLMs by combining a Python-embedded frontend language with a page-centric tensor abstractio…

§ III

The Town Square

Hacker News 7
compiled overnight by google/gemini-2.5-flash-lite-preview-09-2025 · end of issue no. 24 · thank you for reading