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Feb 13, 2026

AI Disruption Fears Spread to Real Estate and Logistics Sectors, Triggering Historic Selloff

Commercial real estate brokerages and trucking companies became the latest casualties of AI disruption fears, with CBRE plunging 9%, C.H. Robinson down 16%, and RXO falling 20%. Investors are rotating out of high-fee, labor-intensive business models viewed as vulnerable to AI automation, extending a selloff that has already hammered software and wealth management stocks.

CBRE JLL CWK NMRK BXP +20 more

AI disruption commercial real estate logistics trucking automation CBRE technology disruption labor market

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