AI Freight Shock Rattles Trucking Stocks

Shares in trucking and logistics companies slid after Algorhythm Holdings launched its SemiCab AI freight platform, triggering a fast “AI fear trade” across the sector. Algorhythm, a $6m company that once made in-car karaoke systems, said SemiCab helped customers scale freight volumes 300% to 400% without adding headcount, sending its stock up nearly 30%. The Russell 3000 Trucking Index fell 6.6% as CH Robinson dropped 15%, Landstar sank 16%, RXO slid 20.5%, and JB Hunt and XPO each fell about 5%, the sharpest hit since last year’s tariff turmoil. European logistics shares also sank, including DHL, DSV and Kuehne+Nagel.

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