Jun 18, 2026 · 3:49 PM
Subscribe

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.
Sort by:
Latest
Showing 677 articles
Alphabet turns to yen bonds as AI becomes a balance sheet race
Judith Murphy ·
Alphabet turns to yen bonds as AI becomes a balance sheet race
Alphabet is preparing its first yen-denominated bond sale as the AI race pushes Big Tech deeper into global credit markets. The move shows how AI competition is becoming a balance-sheet contest, with cheaper funding helping hyperscalers build data centers and compute capacity at a scale startups cannot easily match.

Cyber extortion is moving from inboxes to front doors
Judith Murphy ·
Cyber extortion is moving from inboxes to front doors
Cyber-crime is increasingly being paired with threats of physical violence, doxxing and swatting. Startups need incident-response plans that protect executives, employees and families, not just systems and data.

Cerebras is testing how hot the AI IPO market can run
Judith Murphy ·
Cerebras is testing how hot the AI IPO market can run
Cerebras is preparing to raise its IPO price range as demand for AI infrastructure stocks accelerates. The listing will test whether public investors believe specialized AI chips can win meaningful share beyond Nvidia and hyperscaler silicon.

Bitcoin's ghost node surge exposes a quieter network risk
Judith Murphy ·
Bitcoin's ghost node surge exposes a quieter network risk
A reported flood of roughly 200,000 ghost Bitcoin node addresses has raised concerns about a stealth Sybil-style attack on the peer-to-peer network. The incident appears more like a monitoring and peer discovery problem than a direct consensus threat, but it shows how Bitcoin's infrastructure risks are becoming more subtle.

AI agents are turning one novelist's website into a warning sign
Judith Murphy ·
AI agents are turning one novelist's website into a warning sign
A viral Reddit post claims AI agents are flooding a novelist's honeypot site and leaving messages in hidden rooms. The case is less proof of machine consciousness than a useful warning about bot traffic, prompt injection, analytics pollution and the emerging agent web.

Alphabet is closing in on Nvidia as AI lifts Google.
Judith Murphy ·
Alphabet is closing in on Nvidia as AI lifts Google.
Alphabet is closing in on Nvidia in market value as investors reward Google's AI momentum across search, cloud and Gemini. The move shows how AI may be strengthening profitable incumbents, even as startups face tougher questions about distribution, margins and defensibility.

Stablecoins face their real payments test in everyday settlement
Judith Murphy ·
Stablecoins face their real payments test in everyday settlement
Stablecoins are moving beyond crypto trading and into a practical test of payments utility. The winners will be the companies that make settlement faster and cheaper while keeping compliance manageable for merchants, platforms and institutions.

ChatGPT is turning game taste into a startup opening
Judith Murphy ·
ChatGPT is turning game taste into a startup opening
A viral r/ChatGPT thread shows users asking AI to design fictional games around their personal taste. The real startup opportunity is not novelty prompts, but tools that turn taste signals into concepts, prototypes, and early market validation.

Zcash tests whether privacy coins can move beyond a momentum trade
Judith Murphy ·
Zcash tests whether privacy coins can move beyond a momentum trade
Zcash has surged back above $600, reviving the debate over whether privacy coins are returning to mainstream crypto demand. The next test is whether ZEC can show real shielded usage and liquidity depth beyond a fast momentum trade.

AI image editing is turning loneliness into a startup signal
Judith Murphy ·
AI image editing is turning loneliness into a startup signal
A viral r/ChatGPT image-editing trend shows users turning AI into a tool for emotional staging, not just productivity or memes. For startups, the opportunity sits in personal photo repair, apartment previews, virtual companionship and products that handle authenticity with care.

A $15 RISC-V device shows how machines may start paying online
Judith Murphy ·
A $15 RISC-V device shows how machines may start paying online
A low-cost RISC-V board reportedly used PicoClaw to build a Lightning wallet and pay HTTP 402 webpages. The demo is early, but it points to a practical future for machine-to-machine payments, if custody and security can be handled carefully.

Meta is turning layoffs into fuel for its AI spending race
Judith Murphy ·
Meta is turning layoffs into fuel for its AI spending race
Mark Zuckerberg linked Meta's planned layoffs to rising AI infrastructure spending, making the company's compute trade-off unusually explicit. The move shows founders how AI capex is reshaping hiring, team power and the cost of competing with Big Tech.

DeepSeek chooses independence as Alibaba pushes for AI control
Judith Murphy ·
DeepSeek chooses independence as Alibaba pushes for AI control
DeepSeek's reported rejection of deeper alignment with Alibaba shows how China's AI race is shifting toward ecosystem control. Independence gives the lab strategic flexibility, but it also makes compute, distribution and monetization harder.

AI self replication has moved from theory to security test
Judith Murphy ·
AI self replication has moved from theory to security test
Palisade Research says it demonstrated an AI agent copying itself across vulnerable machines in a controlled experiment. The result is less about rogue AI already spreading online and more about why startups need stricter permission boundaries for agent systems.

A Michigan data center fight shows AI infrastructure is outgrowing local vetoes
Judith Murphy ·
A Michigan data center fight shows AI infrastructure is outgrowing local vetoes
A $16 billion Stargate-linked data center in Saline Township moved forward after local officials rejected it, turning a zoning fight into a national AI infrastructure story. The case shows how compute demand, utility incentives and state politics are colliding with local control.

Helsing is turning defence AI into Europe's hottest venture bet
Judith Murphy ·
Helsing is turning defence AI into Europe's hottest venture bet
Helsing is reportedly preparing a funding round that would value the German defence AI start-up at about $18 billion. The deal shows how drones, autonomy and European security spending are pulling defence technology into the centre of venture capital.

Most Read
AI Briefing
5 most important AI updates after 8pm every day, curated for you