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Washington Today
By the People, for the People
Trucking and Real Estate Stocks Struggle After AI Fears Rattle Markets
Logistics and commercial real estate companies among the latest victims of the AI-driven sell-off
Published on Feb. 13, 2026
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Equity markets faced fresh selling pressure on Thursday as concerns over the impact of AI technology gripped investors, triggering declines in the logistics and real estate sectors. Logistics giants like C.H. Robinson, RXO, and Expeditors International saw their shares tumble, while commercial real estate firms such as CBRE, Jones Lang LaSalle, and Hudson Pacific Properties also came under pressure. The sell-off extended into Friday's premarket trading, with many of these stocks continuing to struggle.
Why it matters
The latest market reaction highlights the growing anxiety among investors about the potential disruption that AI technology could bring to various industries. As AI tools and platforms become more advanced, there are concerns about their impact on traditional business models and the ability of companies to maintain their competitive edge. This sell-off underscores the need for investors to closely monitor the evolving AI landscape and its implications across different sectors.
The details
The sell-off was triggered by the launch of a new AI-powered transportation platform called SemiCab from Algorhythm Holdings. The tool, which touts itself as "the world's most well-orchestrated transportation platform," sparked fears about the potential impact on logistics companies. Stocks like C.H. Robinson, RXO, and Expeditors International fell sharply on Thursday, with some extending losses into Friday's premarket trading. The commercial real estate sector also came under pressure, with CBRE, Jones Lang LaSalle, and Hudson Pacific Properties all seeing their shares decline.
- On Thursday, logistics stocks became the latest victims of the AI fear trade.
- The sell-off of commercial real estate companies entered its second day on Thursday.
The players
Algorhythm Holdings
An AI firm that launched a new transportation platform called SemiCab, which is being seen as a potential disruptor to the logistics industry.
C.H. Robinson
A logistics company that saw its shares fall as much as 20% on Thursday.
RXO
A logistics company that saw its shares fall as much as 20% on Thursday.
Expeditors International of Washington
A logistics company that fell more than 16% in Thursday's session.
CBRE
A commercial real estate company that was among the hardest hit in the sell-off, extending its losses into Friday's premarket session.
What they’re saying
“Is Adobe a potential loser? Are software names like UiPath, some of the pure play names? Yeah. But is Salesforce, ServiceNow? No – I think [they] are going to be core parts of the play in the AI revolution, the use cases.”
— Dan Ives, Global Head of Tech Research, Wedbush Securities (CNBC)
The takeaway
The latest market sell-off highlights the growing concerns among investors about the potential disruptive impact of AI technology across various industries. As AI tools and platforms continue to advance, companies and investors will need to closely monitor the evolving landscape and adapt their strategies accordingly to stay competitive.
