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- ⚠️US stock market is falling on renewed AI fears
⚠️US stock market is falling on renewed AI fears
Every day, a new sector falls victim to AI disruption concerns
Global Markets Investor
February 13, 2026
In partnership with
GLOBAL MARKETS INVESTOR’S PORTFOLIO IS 🔥UP +93%🔥SINCE JANUARY 2024
DURING THE MARCH-APRIL 2025 MARKET TURMOIL, MAJOR US INDEXES FELL NEARLY 20%, WHILE THE GMI PORTFOLIO GAINED OVER 5%, FIND OUT HOW BELOW:
The "AI Scare Trade" is spreading from sector to sector, crushing stocks across the board.
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It started with software, then moved to private credit, insurance brokers, financials, real estate services, and yesterday logistics stocks were falling double digits.
The latest trigger was a press release from Algorhythm Holdings claiming its AI platform enables customers to scale freight volumes +300% to +400% without adding headcount. This former karaoke company has a stock-market value of only $6 million.
The company’s promotion of its logistics platform rattled the market, sending the Russell 3000 Trucking Index down 6.6%, with CH Robinson Worldwide Inc. plunging 15% (and briefly down a record 24%) and Landstar System Inc. dropping 16%.
Meanwhile, US commercial real estate stocks are also getting hit.
CBRE Group, a major commercial real estate services company, fell -8.8% on Thursday, bringing the 2-day loss to -20%, the worst decline since 2020.
The S&P Composite 1500 Office REITs index, tracking stocks of office real estate companies, dropped -4.2%
This comes as traders grow increasingly worried about AI reducing demand for office space.
Even names previously considered AI winners are now being reassessed for disruption risk as well.
Has the market correction finally arrived?
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