Jul 28, 2026 · 4:20 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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Intel's surprise earnings surge signals that CPUs are becoming the quiet backbone of enterprise AI
Judith Murphy ·
Intel's surprise earnings surge signals that CPUs are becoming the quiet backbone of enterprise AI
Intel posted stronger-than-expected Q2 earnings driven by surging demand for its Xeon 6 server processors, sending shares to their biggest single-day gain in over a year. The results reflect a broader shift in AI infrastructure toward inference workloads where CPUs are increasingly competitive on cost and efficiency. It marks the most significant validation yet of CEO Pat Gelsinger's multi-year turnaround strategy.

AI's hunger for electricity is turning power utilities into the hottest trade on Wall Street
Judith Murphy ·
AI's hunger for electricity is turning power utilities into the hottest trade on Wall Street
AI's explosive electricity demands are redirecting Wall Street capital from semiconductor stocks toward power utilities, nuclear developers, and grid infrastructure. Data center consumption could reach 9% of U.S. electricity generation by 2030, making energy availability the primary constraint on AI scalability. The second wave of AI investment may belong to the energy complex.

The AI gold rush is minting billionaires at the chip layer while everyone else is still panning for flakes
Judith Murphy ·
The AI gold rush is minting billionaires at the chip layer while everyone else is still panning for flakes
NVIDIA booked over $110 billion in data center revenue last fiscal year while software giants like Microsoft face margin pressure and OpenAI struggles to make subscription revenue cover its compute costs. The AI boom is generating enormous wealth at the chip and infrastructure layer, but the application layer is still waiting for economics that work. The central question for investors and founders in 2026 is whether inference costs fall fast enough to change that picture.

Retail investors are buying half-kilo gold bars from local shops and the movement is going viral
Judith Murphy ·
Retail investors are buying half-kilo gold bars from local shops and the movement is going viral
A viral social media post showing a half-kilogram gold bar purchased at a local coin shop has sparked widespread debate about physical gold accumulation, counterparty risk, and shifting retail investor behavior. Independent dealers report rising foot traffic and shortages in smaller denominations are pushing buyers toward larger weight classes. The trend reflects growing economic skepticism and a cultural turn toward tangible, off-system wealth preservation.

OKX becomes the first centralized exchange to enable direct USDT0 deposits on the Tempo blockchain
Judith Murphy ·
OKX becomes the first centralized exchange to enable direct USDT0 deposits on the Tempo blockchain
OKX has become the first centralized exchange to enable direct USDT0 deposits on the Tempo blockchain, eliminating the need for manual bridging from Ethereum or TRON. The integration significantly lowers the barrier to entry for traders seeking exposure to Tempo's DeFi ecosystem. It also signals broader institutional acceptance of Tempo as a viable, high-performance settlement layer for stablecoin activity.

DeepSeek V4 arrives with a million-token context window and a direct challenge to the open-source coding crown
Judith Murphy ·
DeepSeek V4 arrives with a million-token context window and a direct challenge to the open-source coding crown
DeepSeek has released V4, featuring a 1-million-token context window, two model sizes, and claims of best-in-class open-source coding performance. The release puts fresh pressure on Meta's Llama series, Mistral, and closed-model providers, while reinforcing questions about the effectiveness of U.S. chip export controls on Chinese AI development.

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