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 10, 2026 · 4:35 AM

Palantir is taking Sadiq Khan's Met Police veto to court

Palantir has sent a pre-action legal letter after Sadiq Khan blocked a proposed £50m Met Police AI contract. The dispute shows how procurement rules, political values and public trust are becoming core risks for AI companies selling into government.

Judith Murphy · Jun 10, 2026 · 1:48 AM

Broadcom turns AI compute into a Wall Street financing machine

Broadcom, Apollo and Blackstone have launched a $35 billion AI XPV Platform to finance more than 20 gigawatts of AI compute capacity through 2028. The deal shows how AI chips and compute contracts are becoming collateral for large private credit transactions.

Judith Murphy · Jun 9, 2026 · 10:11 PM

Sandstone brings fresh AI money to in-house legal teams

Sandstone raised a $30 million Series A led by Lightspeed only six months after its Sequoia-led seed round. The company is betting that in-house legal teams need workflow automation and context, not another general legal chatbot.

Judith Murphy · Jun 9, 2026 · 6:07 PM

Wayve could give London a private-market test that actually matters

Wayve is considering a secondary share sale on LSEG’s new private securities market, giving Britain’s PISCES framework its most serious AI test yet. The move could help late-stage UK startups offer liquidity without rushing into an IPO.

Judith Murphy · Jun 9, 2026 · 1:19 PM

ICEYE becomes a €10 billion test for defense tech valuations

ICEYE raised EUR 450 million in a Series F round led by General Atlantic at a valuation above EUR 10 billion. The funding shows how quickly defense tech and sovereign satellite intelligence are being repriced as governments become anchor customers.

Judith Murphy · Jun 9, 2026 · 6:29 AM

Anthropic makes AI chips Wall Street's newest collateral

Apollo and Blackstone's $35 billion financing for Anthropic shows how private credit is moving into the center of the AI infrastructure race. Broadcom's residual value support could turn custom chips into a repeatable asset-backed finance model.

Judith Murphy · Jun 9, 2026 · 1:42 AM

Britain is turning AI compute into a national asset

The UK has announced a £1.1 billion AI Hardware Plan centered on a £750 million national AI supercomputer and a major chip-buying programme. The move signals that sovereign compute is becoming a real procurement market, with British chip startups and global suppliers now competing for a place in national AI infrastructure.

Judith Murphy · Jun 8, 2026 · 6:53 PM

A Security turns AI hacking into a $37 million venture bet

A Security has raised $37 million from Lightspeed, Cyberstarts and cyber founder-operators including Wiz CEO Assaf Rappaport. The deal points to growing demand for autonomous red-teaming tools as AI changes both attack speed and board-level cyber risk.

Judith Murphy · Jun 8, 2026 · 2:06 PM

Cegid shows private credit still likes the right software borrower

Arcmont and Ares are co-leading a €1.1 billion private credit loan to Silver Lake-backed Cegid. The deal shows lenders are still backing software companies with scale, recurring revenue and operationally embedded products, even as AI pressure weighs on weaker SaaS borrowers.

Judith Murphy · Jun 8, 2026 · 10:54 AM

Anthropic is turning Claude Mythos into a controlled security business

Anthropic has expanded Project Glasswing to roughly 150 more organizations across more than 15 countries, giving selected partners access to Claude Mythos Preview. The move points to a restricted enterprise security model where frontier AI is sold through trust, infrastructure access, and controlled deployment.

Judith Murphy · Jun 8, 2026 · 8:29 AM

Moonshot AI shows how fast China is repricing AI challengers

Moonshot AI’s verified May funding round valued the Kimi maker above $20 billion after a rapid series of financing steps. The company’s next challenge is proving that Kimi’s developer traction can support the scale investors are already pricing in.

Judith Murphy · Jun 8, 2026 · 12:29 AM

OpenAI is turning ChatGPT into a superapp before its IPO

OpenAI is preparing a major ChatGPT redesign that folds Codex, agents, image generation and partner services into one app. The move gives the company a clearer platform story as it heads toward a possible public listing.

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.