tech
February 13, 2026
Trucking and real estate stocks struggle to gain momentum on Friday after becoming latest victims of AI fears
AI fears gripped equity markets once more to trigger a fresh sell-off on Thursday.
TL;DR
- Logistics and real estate stocks experienced a sell-off due to renewed AI concerns.
- Tools like Algorhythm's SemiCab are contributing to fears in the logistics sector.
- Major logistics companies like C.H. Robinson and RXO saw significant drops but partially rebounded.
- Commercial real estate companies, including CBRE and Jones Lang LaSalle, also faced losses.
- Software stocks, previously hit by a sell-off, showed mixed performance after being caught in Thursday's drawdown.
- UBS strategists view AI's impact as a validation of its monetization potential and recommend sector diversification.
- Dan Ives suggests that Wall Street is miscalculating AI's broad impact on the tech sector, causing a significant dislocation in software stock prices.
Continue reading the original article