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 662 articles

Judith Murphy · May 30, 2026 · 10:33 AM

Samsung's last-minute bonus deal signals that AI's productivity windfall is becoming a labor negotiation rather than a corporate perk

Samsung's union secured a landmark deal committing 10.5% of semiconductor operating profit to worker bonuses for a decade, following SK Hynix's similar agreement in 2025. The back-to-back deals are rewriting how South Korea's chaebols handle AI windfalls , and setting a precedent that labor groups across multiple industries are already citing.

Judith Murphy · May 30, 2026 · 5:35 AM

Estonia hands Tesla a European foothold as FSD approval momentum builds across the continent

Estonia became the third EU country to approve Tesla's Full Self-Driving Supervised system on May 29, joining the Netherlands and Lithuania in a rapid wave of national clearances. The approvals follow a streamlined framework established by Dutch regulators under UN Regulation 171, with Germany and France expected to follow by mid-summer. The momentum raises sharper questions about Tesla's licensing ambitions and whether FSD is becoming infrastructure, not just a feature.

Judith Murphy · May 30, 2026 · 4:15 AM

Bessent says US has seized 1 billion in Iranian crypto assets

Judith Murphy · May 29, 2026 · 11:26 PM

Groq raises $650 million for its neocloud second act after selling its soul to Nvidia for $20 billion

Groq is raising $650 million to fund its pivot from AI chip maker to inference neocloud provider, following a $20 billion LPU licensing deal with Nvidia that paid out shareholders and handed the founding team to its former competitor. Existing investors Disruptive and Infinitum are backstopping the full round. The raise signals durable investor conviction in inference-optimized infrastructure as the next battleground in AI.

Judith Murphy · May 29, 2026 · 3:11 PM

Liquid AI just made edge models honest enough for government work

Liquid AI's LFM2.5-8B-A1B cuts hallucination rates from 7% to 63% while running on a laptop, positioning the MIT spinout for government and enterprise edge deployments.

Judith Murphy · May 29, 2026 · 2:33 PM

Lenovo shares double in their best month since 1999 as AI server demand rewrites the company's earnings story

Lenovo's Hong Kong-listed stock doubled in May 2026, its best monthly performance since 1999, after record quarterly earnings showed AI revenue surging 84% year-over-year and the company's Infrastructure Solutions Group posting its highest-ever quarterly result of $5.6 billion. With a $21 billion AI server pipeline and manufacturing reach across Asia, Europe, and North America, Lenovo has emerged as one of the clearest public-market proxies for enterprise AI capital expenditure outside the US.

Judith Murphy · May 29, 2026 · 11:02 AM

Seoul's robot runway turns AI fashion into a real business test.

Galaxy Corporation's Seoul runway paired humanoids with human models and turned a fashion show into a serious test of how comfortable audiences are with embodied AI in public life.

Judith Murphy · May 29, 2026 · 10:18 AM

The CFTC just admitted it made a mistake on Gemini

The CFTC is asking a court to vacate its $5 million penalty against Gemini, admitting the original case shouldn't have been filed and signaling a new era for crypto enforcement.

$Apollo and Blackstone Just Debt-Financed Anthropic\u0027s Chip Empire$

Judith Murphy · May 29, 2026 · 8:00 AM

Apollo and Blackstone Just Debt-Financed Anthropic\u0027s Chip Empire

Private credit just became the silent partner in the AI arms race.

Judith Murphy · May 29, 2026 · 5:41 AM

First thing you see when Googling "OpenAI Codex app" is a fake malware website

Judith Murphy · May 28, 2026 · 10:47 PM

Has the hunt for AI compute uncovered the next Cerebras?

Judith Murphy · May 28, 2026 · 8:58 PM

China puts humanoid robots on an ID leash

China has introduced a national ID system for humanoid robots, turning a fast-growing industry into one that is easier to track, regulate, and hold accountable.

Judith Murphy · May 28, 2026 · 5:31 PM

Brussels opens a hard test for JD.com's 2.2 billion Ceconomy bid

Brussels has opened an in-depth FSR probe into JD.com's Ceconomy takeover, putting the 2.2 billion euro deal under pressure and setting up a major test for Chinese M&A in Europe.

Judith Murphy · May 28, 2026 · 2:50 PM

Mistral AI's Airbus and BMW deals show Europe's industrial AI race is changing

Mistral AI's reported partnerships with Airbus and BMW signal a bigger shift in European industry: AI vendors are moving from pilots into production, and sovereignty is becoming a buying criterion.

Judith Murphy · May 28, 2026 · 12:32 PM

AI hiring tools face fresh scrutiny after study finds racial bias

A Stanford-led study found AI hiring systems reject Black and Asian applicants at higher rates, strengthening the case for stricter procurement, compliance and regulation.

Judith Murphy · May 28, 2026 · 10:14 AM

Kirkland Ellis is betting 500M that legal AI should be built, not bought

Kirkland & Ellis is preparing to spend 500 million on proprietary AI, a sign that the biggest firms no longer want to rent the stack they expect to define their future.