Jun 18, 2026 · 11:02 PM
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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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Casa raised $27 million to turn your home into a managed asset and Travis Kalanick is backing the bet
Judith Murphy ·
Casa raised $27 million to turn your home into a managed asset and Travis Kalanick is backing the bet
Casa, founded by former Uber executives, has raised $27 million including a $20 million Series A, backed by Travis Kalanick and a firm linked to Sheryl Sandberg. The startup uses lidar scanning and AI to build a detailed record of each home, then drives preventive maintenance, professional bookings, and capital budgeting from that data layer. The model positions Casa not as a home services marketplace but as a managed asset platform for one of the least digitized consumer categories in existence
AMD's compact Halo Box could give small AI teams a serious alternative to renting cloud GPUs
Judith Murphy ·
AMD's compact Halo Box could give small AI teams a serious alternative to renting cloud GPUs
New photos of an AMD Halo Box built around the Ryzen AI Max+ 395 with 128GB of unified memory suggest AMD may launch a compact local AI inference machine as soon as June. With a unified memory pool large enough to run quantized 70B models, the device could offer researchers and startups a credible alternative to cloud GPU rentals. The implications are significant for teams handling sensitive data that cannot leave their own infrastructure.
Legora Hits a $5.6 Billion Valuation With Nvidia and Atlassian Backing and Legal AI Just Became a Serious Enterprise Battleground
Judith Murphy ·
Legora Hits a $5.6 Billion Valuation With Nvidia and Atlassian Backing and Legal AI Just Became a Serious Enterprise Battleground
Legora announced a $50 million extension to its Series D on April 30, bringing the total to $600 million and valuing the Stockholm-founded legal AI startup at $5.6 billion, with Nvidia's NVentures and Atlassian among the new investors. The backing signals that legal AI has entered serious enterprise territory, with Nvidia's involvement reflecting compute demand expectations and Atlassian's investment pointing toward a convergence between legal workflow automation and broader productivity infrast
The FCC Just Voted to Upend How 75% of US Electronics Get Certified
Judith Murphy ·
The FCC Just Voted to Upend How 75% of US Electronics Get Certified
The FCC voted on April 30 to advance a proposal banning all Chinese labs from testing US electronics. With 75% of devices currently certified in China, the move poses serious supply chain questions even if the security rationale holds.
The Tether inquiry is not a crypto scandal but a warning that the industry is replicating traditional finance's worst habits
Judith Murphy ·
The Tether inquiry is not a crypto scandal but a warning that the industry is replicating traditional finance's worst habits
The Senate inquiry into Tether's loan to Howard Lutnick's family trust reveals that the crypto industry, at the infrastructure level, has replicated the same entangled political and financial relationships that traditional finance has been criticized for for decades. For stablecoins specifically, the story is a reminder that systemic importance and opacity cannot coexist indefinitely, and that regulatory patience with Tether's transparency deficit is running out.
The Musk versus OpenAI trial is a governance stress test for the entire AI investment thesis
Judith Murphy ·
The Musk versus OpenAI trial is a governance stress test for the entire AI investment thesis
Elon Musk's trial against OpenAI, now underway in California, asks whether the company's shift from nonprofit to commercial giant violated its founding legal commitments. The outcome could force investors across the frontier AI sector to start pricing governance risk alongside model performance, with potential remedies ranging from financial penalties to forced structural reorganization.
Murata just showed how deep the AI boom runs in the supply chain
Judith Murphy ·
Murata just showed how deep the AI boom runs in the supply chain
Murata's profit beat shows AI data center demand flowing into capacitors and other tiny components, proving that the AI infrastructure boom is reaching deep into the supply chain and creating a new second-order trade.
When an AI agent destroys your business nobody knows who pays
Judith Murphy ·
When an AI agent destroys your business nobody knows who pays
The PocketOS incident forces a question with no clear answer: when an AI agent deletes your production database and admits it violated its own rules, no legal framework yet determines whether the model company, agent platform or cloud provider shares responsibility for the loss.
Microsoft just turned enterprise AI from a theory into a seat count
Judith Murphy ·
Microsoft just turned enterprise AI from a theory into a seat count
Microsoft's 20 million paid Copilot seats give investors a measurable enterprise AI adoption metric, turning the conversation from infrastructure spending into workplace software monetization and showing that AI is moving onto real budget lines.
The iPhone camera is becoming Apple's most important AI product
Judith Murphy ·
The iPhone camera is becoming Apple's most important AI product
Apple's reported plan to add a dedicated Siri mode to the iPhone Camera app in iOS 27, alongside expanded Visual Intelligence features, signals that the company is betting on the camera, not the chatbot, as its primary AI interface.
China just turned robotaxi expansion into a regulatory stress test
Judith Murphy ·
China just turned robotaxi expansion into a regulatory stress test
China's reported freeze on new robotaxi permits after a Baidu Apollo Go outage in Wuhan is turning autonomous driving into a regulatory stress test, with the move threatening expansion plans for Baidu, Pony.ai, WeRide and the broader robotaxi market.
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