Jun 16, 2026 · 2:20 AM
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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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A new U.S. tariff proposal puts Indian supply chains on startup watch
Judith Murphy ·
A new U.S. tariff proposal puts Indian supply chains on startup watch
The USTR has proposed an additional 12.5% tariff on imports from India and many other economies over forced labor enforcement concerns. For startups importing hardware, textiles, components or consumer devices, the proposal is a reminder that trade policy risk now belongs inside pricing and supply chain planning.
MIT's ChartNet turns chart reading into a serious AI test
Judith Murphy ·
MIT's ChartNet turns chart reading into a serious AI test
MIT researchers and IBM collaborators are using ChartNet to improve how vision-language models interpret charts. The dataset matters because enterprise AI still needs to handle dashboards, reports, and scientific figures without missing visual structure or inventing conclusions.
Cigna is making GLP-1 coverage a harder sell for employers
Judith Murphy ·
Cigna is making GLP-1 coverage a harder sell for employers
Cigna will stop covering GLP-1 weight-loss drugs for its own employees from July 1. The move signals growing pressure on employer health plans and the startups building services around Wegovy, Zepbound and the wider obesity drug market.
The U.S. has sanctioned Nobitex as crypto becomes a pressure point
Judith Murphy ·
The U.S. has sanctioned Nobitex as crypto becomes a pressure point
The U.S. Treasury has sanctioned Nobitex and three other Iranian crypto exchanges over alleged links to sanctions evasion, the IRGC and state-linked financial flows. The move shows how crypto platforms are becoming direct geopolitical pressure points, with consequences for exchanges, stablecoin issuers and analytics firms.
CoreWeave’s AI boom is becoming a junk bond story
Judith Murphy ·
CoreWeave’s AI boom is becoming a junk bond story
CoreWeave-linked data center financing has moved further into the junk-bond market with a $900 million Elk Grove Village note sale. The deal shows how AI infrastructure growth is increasingly being funded through leveraged property structures, shifting more risk onto credit investors.
China has put reusable rockets back in focus with Long March 12B
Judith Murphy ·
China has put reusable rockets back in focus with Long March 12B
China’s Long March 12B made its maiden flight on June 1, carrying Qianfan broadband satellites and giving Beijing a larger reusable launch platform for megaconstellation deployment. The rocket is not a proven Falcon 9 rival yet, but its state-backed commercial model could reshape the launch market.
Trump narrows AI oversight after industry pushback.
Judith Murphy ·
Trump narrows AI oversight after industry pushback.
Trump signed a narrower June 2 AI executive order focused on cybersecurity and frontier model visibility after industry objections slowed an earlier version. The order avoids formal licensing, but its voluntary access framework could still become a market expectation for leading AI labs and enterprise vendors.
Gold has replaced Treasuries at the center of reserve management
Judith Murphy ·
Gold has replaced Treasuries at the center of reserve management
Gold has overtaken US Treasuries as the largest official reserve asset by market value, according to the ECB. The shift reflects higher prices, years of central bank buying and a deeper rethink of dollar-denominated risk.
Jensen Huang called Marvell the next trillion-dollar company and the market believed him immediately
Judith Murphy ·
Jensen Huang called Marvell the next trillion-dollar company and the market believed him immediately
Jensen Huang joined Marvell CEO Matt Murphy on the Computex 2026 stage and called Marvell the next trillion-dollar company, sending shares surging more than 25% in premarket trading. The endorsement reflects Nvidia's $2 billion investment in Marvell and a deepening alliance around NVLink Fusion, which positions Marvell as the preferred custom silicon partner inside Nvidia's AI infrastructure ecosystem. With hyperscaler design wins at Amazon, Microsoft, and Google already in production, the marke
Blackstone closes its largest Asia private equity fund ever at $13.1 billion as institutional capital concentrates at the top
Judith Murphy ·
Blackstone closes its largest Asia private equity fund ever at $13.1 billion as institutional capital concentrates at the top
Blackstone has closed Blackstone Capital Partners Asia III at $13.1 billion, setting an internal record for the firm's Asia strategy and more than doubling its prior vehicle. The close reflects a sharp LP preference for mega-fund managers, with 90% of prior investors recommitting at 30% larger average tickets. China is out; India and Japan are the primary focus.
Cardano's community just voted to cancel its own flagship summit and the governance math tells the whole story
Judith Murphy ·
Cardano's community just voted to cancel its own flagship summit and the governance math tells the whole story
Cardano's community vote to cancel its 2026 Singapore summit , missing the required two-thirds supermajority by just 1.46 percentage points , is the most visible practical test of the Voltaire governance era to date. The outcome exposes a genuine tension at the core of binding on-chain governance: the same system that protects against foundation overreach also blocked an event that a majority of representatives and both of the ecosystem's top leaders supported. For institutional investors and de
Hewlett Packard Enterprise surges 37% as its AI infrastructure bet turns into the biggest earnings beat in years
Judith Murphy ·
Hewlett Packard Enterprise surges 37% as its AI infrastructure bet turns into the biggest earnings beat in years
HPE posted Q2 FY2026 revenue of $10.68 billion, up 40% year over year and nearly $900 million ahead of analyst estimates, triggering a 37% single-session stock surge. Networking revenue surged 148% on Juniper integration while the company accelerated its 2028 financial targets to 2026. With a $6.3 billion AI backlog skewed toward enterprise and government buyers, HPE is making a structural case for hardware vendors in the AI capex cycle.
AI is forcing economists to recheck the math beneath markets
Judith Murphy ·
AI is forcing economists to recheck the math beneath markets
Axiom Math says its AI-backed formal verification work found an unproved assumption in Robert Aumann’s 1976 agreement theorem. The episode shows how AI could become a serious auditor of economic theory, financial models and policy frameworks.
Erin Brockovich says data center secrecy is fueling a backlash
Judith Murphy ·
Erin Brockovich says data center secrecy is fueling a backlash
Erin Brockovich has launched a public reporting map to track community concerns about AI data centers. The backlash is less about rejecting technology outright and more about secrecy, power use, water demand and whether residents are being consulted before projects are approved.
Nvidia's Seoul meetings put Korean AI hardware in the spotlight
Judith Murphy ·
Nvidia's Seoul meetings put Korean AI hardware in the spotlight
Samsung and LG shares rallied as investors looked ahead to expected meetings between Nvidia CEO Jensen Huang and senior Korean executives. The move reflects a broader bet that Korean hardware groups can win a larger role in AI memory, robotics and data center infrastructure.
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