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Logistics Stocks Sink as AI Fear Trade Finds Latest Victim

· Source: livemint.com

In short

Logistics stocks experienced significant declines as investors exited the sector due to fears that artificial intelligence could disrupt traditional business models, particularly affecting truck brokers. The Russell 3000 Trucking Index dropped 10% with major companies like CH Robinson Worldwide and Landstar System seeing steep losses. The selloff reflects broader market concerns about AI's potential to upend industries, though some analysts suggest the reaction may be exaggerated.

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In the issue of week 7, 2026: Agentic AI Moves to Mission-Critical in Supply Chain, Driving Measurable Gains

Tags: logistics, trucking, stocks, AI, disruption, brokers

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