AI Sell-Off Spreads to Logistics: CHRW and LSTRA Drop as Algorhythm(RIME) Sparks Disintermediation Fears

AI-driven selling spreads to traditional logistics as investors fear automation-driven disintermediation. On February 12, 2026, C.H. Robinson (CHRW-US) fell 14.54% to $171.42, its steepest one-day drop since 2019, while the DJT index shed 4% with 17 of 20成份下跌 and $17.4B in erased market value. Interactive Brokers strategist Steve Sosnick said knowledge-based industries are especially vulnerable, particularly those reliant on planning rather than physical movement. The catalyst: Algorhythm Holdings (RIME-US), a rebranded AI logistics firm formerly known as Singing Machine Company, reported its SemiCab platform could scale freight 300–400% without adding drivers and cut 70% of empty miles, despite $200K revenue and ongoing losses. Benchmark analyst Christopher Kuhn warned of disintermediation reducing brokers’ value, with related indices and companies seeing heavy declines: Dow Jones Freight (-7.8%), Landstar System (-18%), J.B. Hunt (-5%), DSV A/S (-11%), Kuehne + Nagel (-13%), McKesson (-4%), and Cardinal Health (-4%). However, Barclays analyst Brandon Oglenski and Nationwide strategist Mark Hackett cautioned the sell-off exceeds基本面 fundamentals, noting strong network and relationship advantages for established players likely temper long-term displacement.