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 · 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.

Judith Murphy · May 28, 2026 · 7:56 AM

Nvidia's Taiwan bet shows where AI chips still really live

Nvidia's 150 billion Taiwan commitment shows the AI supply chain is still anchored around TSMC, even as Washington pushes harder for domestic chip production.

Judith Murphy · May 28, 2026 · 5:39 AM

FBI gold bust puts physical bullion back in the spotlight

The FBI's arrest of a senior CIA official after a reported 40 million gold stash at his home puts physical bullion back under the microscope and could sharpen scrutiny of dealers, vaults, and reporting rules.

Judith Murphy · May 28, 2026 · 3:20 AM

Google engineer arrested over Polymarket bets on search data

A Google engineer was arrested after prosecutors said he used privileged search data to profit on Polymarket. The case could shape how regulators treat insider trading on prediction markets.

Judith Murphy · May 28, 2026 · 12:39 AM

Silent CUDA errors raise the stakes for AI coding tools

AI-generated CUDA kernels can look correct while quietly corrupting training and inference, and the industry is only beginning to build the validation layers needed to catch them.

Judith Murphy · May 27, 2026 · 10:21 PM

Trump puts Pam Bondi at the center of White House AI oversight

Trump has added Pam Bondi to a White House AI advisory panel, a move that signals a tougher, more enforcement-heavy approach to AI governance.

Judith Murphy · May 27, 2026 · 8:03 PM

ElevenLabs' Music v2 makes genre-hopping songs and forces a rethink on licensing

ElevenLabs' Music v2 can switch genres mid-track and regenerate sections, a technical leap that broadens product and monetization options while forcing new licensing definitions for mutable AI-generated songs.

Judith Murphy · May 27, 2026 · 4:59 PM

Isomorphic Labs has turned AI drug discovery into a 2.1B capital story

Isomorphic Labs has raised 2.1 billion in Series B funding, a sign that investors are backing AI drug discovery with infrastructure-scale capital rather than small biotech-style bets.

Judith Murphy · May 27, 2026 · 4:07 PM

Byju Raveendran's Singapore jail term deepens the lesson on founder accountability

Byju Raveendran's six-month contempt sentence in Singapore shows how a startup collapse can turn into a cross-border governance and accountability crisis, with direct implications for India's edtech investment cycle.

Judith Murphy · May 27, 2026 · 2:10 PM

GPU rental prices slip as AI compute markets finally loosen

H200 rental prices have softened in late May, signaling a possible shift in AI compute supply and demand as founders, investors, and GPU cloud operators reassess margin assumptions.

Judith Murphy · May 27, 2026 · 10:43 AM

Charles Hoskinson closes his health clinic and returns to Cardano

Charles Hoskinson is shutting down his Wyoming clinic after a costly expansion, and the failure is renewing scrutiny of how crypto founders deploy personal capital beyond their core businesses.

Judith Murphy · May 27, 2026 · 10:28 AM

DuckDuckGo installs surge as users reject Google AI Search

Privacy focused search engine DuckDuckGo saw U.S. app installs jump 30 percent in a week as users recoiled from Google's aggressive AI Search overhaul, with iOS installs peaking at nearly 70 percent growth.

Judith Murphy · May 27, 2026 · 9:57 AM

Fireworks AI is testing how far investor appetite for infrastructure can run

Fireworks AI is reportedly in talks to raise at a 15 billion valuation, a sign that capital is still flowing toward AI infrastructure rather than frontier model labs.

Judith Murphy · May 27, 2026 · 1:49 AM

Polymarket’s whale problem is testing prediction market trust

Polymarket’s dispute layer is under scrutiny after Bloomberg found that nine large crypto wallets dominate contested outcomes worth billions in trading volume. The issue raises a bigger question for prediction markets: whether a venue can be trusted as a price-discovery tool if its payout decisions are concentrated in a few hands.

Judith Murphy · May 26, 2026 · 11:32 PM

Helium Mobile has turned its free users into a business problem

Helium Mobile is ending its free Zero Plan for existing users and moving inactive customers toward paid service. The backlash around reported comments from CEO Amir Haleem shows the risk of using free tiers and token incentives to build growth before proving durable revenue.

Judith Murphy · May 26, 2026 · 8:50 PM

Strategy trims its debt and puts its cash buffer under scrutiny

Strategy retired $1.5 billion of convertible debt for $1.38 billion in cash, lowering its convertible notes outstanding to $6.7 billion. The move strengthens part of the balance sheet, but leaves a much smaller USD reserve to support preferred dividends and debt costs.