Story perspectives

Trucking Stocks Plummet as AI Transforms Freight Industry

2/13/2026

Summary

Story summary

On February 12, 2026, trucking shares fell amid fears that AI tools led by Algorhythm Holdings' SemiCab could reduce demand.
C.H. Robinson and RXO declined by more than 20%.
Algorhythm Holdings' stock rose 31% after claiming 300%–400% freight growth and over 70% fewer empty miles.
Analysts noted a shift away from labor-intensive businesses vulnerable to AI.
Transportation Secretary Sean P. Duffy announced reforms to bar unqualified foreign drivers from licenses.

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Story summary

On February 12, 2026, trucking shares fell amid fears that AI tools led by Algorhythm Holdings' SemiCab could reduce demand.
C.H. Robinson and RXO declined by more than 20%.
Algorhythm Holdings' stock rose 31% after claiming 300%–400% freight growth and over 70% fewer empty miles.
Analysts noted a shift away from labor-intensive businesses vulnerable to AI.
Transportation Secretary Sean P. Duffy announced reforms to bar unqualified foreign drivers from licenses.