LanlanCC
02-13 09:08

Transport stocks in the industrial sector became the focus on Friday. CHRW.US The stock price plummeted by 8 times standard deviation, an unusual fluctuation that highlights AI panic is spreading from the technology industry to the traditional industry


Next wave.

“AI Fear” Hits Real Estate & Transportation! Will Panic Sell Spread?
CBRE and JLL both fell over 12% as investors extended “AI disruption” concerns to real estate services firms. AI agents can now generate valuation reports, contract summaries, and due diligence in minutes—eroding informational advantages. Fears extend further: if AI shrinks white-collar office demand, could structural real estate demand fall permanently? Yet Barclays and Jefferies argue Wednesday’s plunge looked more like panic than fundamentals. Can AI really disrupt multi-billion-dollar dealmaking—or is this an overreaction?
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