外溢效应冲击其他「旧经济」公司，药品分销商 McKesson 与 Cardinal Health 均下跌约 4%；欧洲物流企业也遭抛售，包括 DSV 收盘下跌 11%，Kuehne + Nagel 下跌 13%。此事件之前，其他行业也曾出现由 AI 颠覆预期带动的卖压，包括房地产服务业：一场始于 2026 年 2 月 11 日的抛售，使 CBRE 与 Cushman & Wakefield 创下自 2020 年以来最糟的 1 日跌幅；CBRE 的 CEO 表示，任何由 AI 驱动的员工数下降与办公需求下滑都将是长期趋势。Algorhythm 于 2024 年更名并定位为 AI 物流公司，称其 SemiCab 平台可协助客户在不相应增加营运人员的情况下，将货运量扩大 300% 至 400%；其 CEO 并指出，美国对中国进口的卡拉 OK 机器征收关税，是公司转型的催化剂。
尽管市场反应激烈，Algorhythm 的财务规模仍然很小：其报告截至 9 月 30 日的季度销售额不到 200 万美元，净亏损接近 300 万美元；然而其股价在盘中一度飙升高达 82% 之后，收盘仍上涨 30% 至 1.08 美元。分析师认为，这次回撤可能是本能式、且「不成比例」的动作，高估了短期内 AI 对卡车经纪商去中介化的风险，即使 AI 的长期影响「不可避免」；CH Robinson 表示其预期 AI 将强化表现，同时也承认市场观感正在推动行情。策略师将此事件定调为「先卖再问」的部位操作，其中一人称这是「$100,000 question」：下一个可能被锁定的板块会是哪一个。
On Feb. 13, 2026, logistics stocks plunged as the latest casualty of an “AI scare trade,” sparked in part by Algorhythm Holdings Inc., a former karaoke company with a stock-market value of about $6 million. After the company touted an AI logistics platform, the Russell 3000 Trucking Index fell 6.6%, while CH Robinson Worldwide slid 15% (after being down as much as a record 24% intraday) and Landstar System dropped 16%. The selloff was described as the worst sector drop since an April trade-war market meltdown, and it occurred amid broader risk-off moves that pushed the Nasdaq 100 down 2% alongside steep losses in gold, silver, and cryptocurrencies.
Spillovers hit other “old economy” names, with drug distributors McKesson and Cardinal Health down about 4%, and Europe’s logistics firms also selling off, including DSV closing down 11% and Kuehne + Nagel falling 13%. The episode followed earlier AI-disruption-driven selling in other industries, including real estate services, where a selloff that began on Feb. 11, 2026 sent CBRE and Cushman & Wakefield to their worst 1-day drops since 2020; CBRE’s CEO said any AI-driven declines in headcount and office demand would be a long-term trend. Algorhythm, which rebranded in 2024 as an AI logistics firm, said its SemiCab platform helped customers scale freight volumes by 300% to 400% without a matching increase in operational headcount, and its CEO cited US tariffs on China-imported karaoke machines as a catalyst for the pivot.
Despite the market reaction, Algorhythm’s financials remained small: it reported less than $2 million in sales for the quarter ended Sept. 30 and a net loss of nearly $3 million, while its shares finished up 30% to $1.08 after surging as much as 82% earlier in the session. Analysts argued the drawdown could be a knee-jerk, “disproportionate” move that overestimates near-term AI disintermediation risk for truck brokers, even if AI’s long-run impact is “inevitable,” and CH Robinson said it expects AI to strengthen performance while acknowledging perceptions are moving markets. Strategists framed the episode as “sell first, ask questions later” positioning, with one calling it the “$100,000 question” which sector could be targeted next.