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 661 articles

Judith Murphy · Jun 5, 2026 · 5:56 AM

OpenAI makes ChatGPT memory work more like a living profile

OpenAI is rolling out a new ChatGPT memory system called dreaming to Plus and Pro users in the United States. The upgrade makes ChatGPT better at carrying preferences, projects and context across conversations, but it also puts privacy controls and user trust under sharper scrutiny.

Judith Murphy · Jun 5, 2026 · 3:14 AM

OpenAI is making ChatGPT remember users more like a regular assistant

OpenAI is rolling out a more capable ChatGPT memory system built on dreaming, a background process that keeps preferences and useful context current across conversations. The update makes personalization more useful, but it also puts user control and privacy at the center of the product.

Judith Murphy · Jun 5, 2026 · 12:56 AM

Bots now outnumber humans online and startups have to adapt

Cloudflare CEO Matthew Prince says bot traffic has passed human traffic online for the first time. For startups, the shift changes infrastructure costs, analytics, security planning, and the economics of web-dependent business models.

Judith Murphy · Jun 4, 2026 · 10:39 PM

AI data centers are turning electricity into the new chip constraint

AI data centers are pushing electricity and water demand into the center of the infrastructure trade. Broadcom's post-earnings sell-off shows investors are starting to test whether chip valuations have moved faster than the physical buildout can support.

Judith Murphy · Jun 4, 2026 · 8:20 PM

Ramp's $44 billion valuation puts AI finance at center stage

Ramp has raised $750 million at a $44 billion valuation, pushing the finance operations startup into the top tier of private fintech. The round shows how strongly investors are pricing AI-powered spend controls, procurement automation and token cost management.

Judith Murphy · Jun 4, 2026 · 1:12 PM

Anthropic turns its safety reputation into enterprise leverage

Anthropic is turning its safety-first reputation into an enterprise sales advantage as Claude gains traction across business workflows. Its confidential IPO filing and $965 billion valuation make the OpenAI rivalry less about chatbot popularity and more about trust, compute and durable corporate demand.

Judith Murphy · Jun 4, 2026 · 10:03 AM

Liftoff tests whether the tech IPO window is really open

Liftoff priced its US IPO at $23 a share, raising $437 million ahead of its June 4 Nasdaq debut. The deal suggests the tech IPO market is reopening, but only for companies willing to accept more disciplined pricing.

Judith Murphy · Jun 4, 2026 · 6:12 AM

Goldman says Big Tech will spend more on AI infrastructure

Goldman Sachs now expects Meta, Microsoft, Amazon and Alphabet to spend $5.3 trillion on AI infrastructure from fiscal 2025 through fiscal 2030. The bigger story is how that spending moves value into power, cooling, data centers, networking and private infrastructure finance.

Judith Murphy · Jun 4, 2026 · 3:31 AM

Tesla’s robotaxi reality is smaller than its AI ambition

Tesla’s newest Texas robotaxi filings show real progress, but also a much smaller fleet than the company’s ambition suggests. The next test is whether its vision-only autonomy can scale beyond a limited Texas footprint.

Judith Murphy · Jun 4, 2026 · 1:13 AM

Meta is learning how employees work by watching their screens

Meta’s Model Capability Initiative is drawing scrutiny after reports that it captures more than clicks and keystrokes, including emails, messages, browsing activity and clipboard data. The company is adding pause controls and exemptions after staff pushback, but the larger question is how far employers can go when turning daily work into AI training data.

Judith Murphy · Jun 4, 2026 · 12:04 AM

Companies are learning how to game AI search through Reddit

Companies are using Reddit posts to influence how AI search tools recommend brands and products. The tactic turns community discussion into a new AEO channel, creating fresh risks for founders, investors, marketers, and users who rely on AI answers.

Judith Murphy · Jun 3, 2026 · 10:55 PM

Uber cuts its HR ranks as tech chases leaner operations

Uber is cutting 23% of its People and Places division as Jill Hazelbaker takes on a wider leadership role. The move is small against Uber’s total workforce, but it reflects a larger push to simplify corporate layers while AI changes how back-office work is done.

Judith Murphy · Jun 3, 2026 · 8:46 PM

AI data centers are becoming a national resource problem

A new United Nations University report says global data centers already use power on the scale of major countries, with demand projected to roughly double by 2030. The AI boom is turning compute into a capital, energy, water and permitting challenge for hyperscalers and startups alike.

Judith Murphy · Jun 3, 2026 · 6:22 PM

Europe is turning tech sovereignty into an AI infrastructure market

The European Commission has unveiled a new tech sovereignty package built around cloud, AI, chips and open source. The plan could reshape public procurement, data center investment and the competitive position of both hyperscalers and European infrastructure providers.

Judith Murphy · Jun 3, 2026 · 5:33 PM

BlackRock's Atlas pause exposes Brazil's clean power bottleneck

Atlas Renewable Energy has frozen about $1 billion in planned Brazil renewables investment after grid curtailment hit project economics. The pause shows why AI data centers and clean-energy investors need to focus on transmission, storage and market rules, not just cheap generation.

Judith Murphy · Jun 3, 2026 · 3:10 PM

Cliffwater’s redemption cap tests the private credit boom

Cliffwater Corporate Lending Fund capped second-quarter redemptions at 5% after investors asked to withdraw 17% of shares. The pressure shows how private credit’s expansion into wealth portfolios is meeting a real liquidity test.