Judith Murphy

Judith Murphy is a financial journalist and market analyst covering AI, technology stocks, and emerging market trends. She has contributed to multiple financial publications and brings a data-driven approach to her coverage of the technology sector and its impact on global markets.

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Judith Murphy · Jun 7, 2026 · 7:42 PM

Apple is trying to make Siri matter again by opening its AI stack

Apple is expected to use WWDC 2026 to show a rebuilt Siri and a more open Apple Intelligence strategy. The bigger shift is Apple's move toward treating AI models from Gemini, Claude and others as interchangeable infrastructure inside its own platform.

Judith Murphy · Jun 7, 2026 · 2:06 PM

Germany's Bitcoin sale now looks less foolish than the market thought

Germany's 2024 sale of nearly 50,000 seized Bitcoin was mocked after prices surged in 2025. With Bitcoin back near the sale's average price in June 2026, the decision now looks more like disciplined risk management than a historic blunder.

Judith Murphy · Jun 7, 2026 · 11:18 AM

SpaceX may wait years before the S&P 500 opens the door

S&P Dow Jones Indices has kept its profitability and seasoning rules in place, which could delay S&P 500 entry for SpaceX, OpenAI and Anthropic even after public listings. The decision reduces the automatic passive-fund support often expected after mega-IPOs and puts more pressure on these companies to prove durable profits.

Judith Murphy · Jun 7, 2026 · 5:41 AM

Apple will use WWDC 2026 to prove Siri can still matter

Apple is expected to use WWDC 2026 to unveil a major Siri overhaul and new Apple Intelligence tools. The bigger question is whether Apple can turn its privacy-first AI approach into a real developer platform for AI-native iOS apps.

Judith Murphy · Jun 6, 2026 · 11:47 PM

Shelbyville’s data center fight shows AI has a local trust problem

Shelbyville Mayor Scott Furgeson’s remarks about data center opponents have turned a local zoning fight into a broader warning for the AI infrastructure boom. The dispute shows why power, water, tax incentives, and resident trust are becoming real bottlenecks for data center development.

Judith Murphy · Jun 6, 2026 · 10:42 PM

China tells fund managers to fund innovation without chasing hype

China’s securities regulator wants fund managers to support domestic innovation while avoiding concept hype and speculative fund launches. The move links tighter private fund oversight with Beijing’s push to send more patient capital into early-stage hard-tech startups.

Judith Murphy · Jun 6, 2026 · 5:53 PM

Massachusetts has put location data startups on notice

Massachusetts lawmakers have advanced a tough consumer privacy bill that would ban the sale of precise cellphone location data. The measure could force ad-tech startups, app developers and data brokers to rethink business models built around monetizing movement signals.

Judith Murphy · Jun 6, 2026 · 11:22 AM

Utah residents take Kevin O'Leary's data center fight to court

Utah residents have taken the Stratos data center dispute to court after county officials rejected a referendum effort. The case shows how local opposition, water concerns and permitting uncertainty are becoming material risks for AI infrastructure investors.

Judith Murphy · Jun 6, 2026 · 8:18 AM

New York has put AI data center growth on notice

New York lawmakers passed a one-year moratorium on new large data center permits, sending the bill to Gov. Kathy Hochul. The move shows how AI infrastructure growth is becoming a state-level permitting, energy and affordability fight.

Judith Murphy · Jun 6, 2026 · 5:37 AM

Kevin O'Leary's Utah data center retreat puts AI infrastructure on notice

Kevin O'Leary has agreed to shrink his proposed Stratos data center in Utah after public backlash and pressure from state officials. The fight shows how AI infrastructure projects are running into the same local limits that shaped earlier energy-intensive crypto buildouts.

Judith Murphy · Jun 6, 2026 · 3:19 AM

Strategy's Bitcoin bet is testing the limits of conviction

Strategy's Bitcoin position has moved underwater as prices fell below its average cost basis. The bigger question is not whether Michael Saylor still believes in Bitcoin, but whether the company's financing structure can keep investor confidence through a prolonged downturn.

Judith Murphy · Jun 6, 2026 · 1:00 AM

Europe's Qwant switch gives local search startups a real opening

The European Parliament is making Qwant the default search engine on Edge and Firefox, replacing Google across its institutional computers. The move is small in immediate market share but important for European startups because it turns digital sovereignty into a procurement signal.

Judith Murphy · Jun 5, 2026 · 11:06 PM

Ramp is turning accounting work into its next AI market

Ramp launched Ramp Stack for accounting firms just before announcing a $750 million round at a $44 billion valuation. The move shows how AI fintech companies are turning workflow data into vertical software markets with IPO-sized expectations.

Judith Murphy · Jun 5, 2026 · 8:47 PM

Hudson River Trading shows why AI spending now needs discipline

Hudson River Trading's latest AI discussion is about the rising cost of heavy model usage, not a crypto token burn. The bigger lesson for founders is simple: AI adoption only matters when it produces measurable leverage.

Judith Murphy · Jun 5, 2026 · 6:06 PM

AirTrunk makes India the next big test for AI infrastructure

AirTrunk plans to invest $30 billion in India to develop 5 gigawatts of data centre capacity by 2030. The move shows how private capital is turning AI demand into a race for land, power and long-term infrastructure control.

Judith Murphy · Jun 5, 2026 · 1:54 PM

AI has crossed a new line in the Turing test

A UC San Diego study found GPT-4.5 was judged human 73% of the time in a standard three-party Turing test when prompted with a humanlike persona. The result raises new stakes for AI agents, customer-facing automation and identity verification tools.