In an aerial view, trucks line up to enter a shipping berth at the Port of Oakland on Aug. 26, 2025 in Oakland, California. Justin Sullivan | Getty Images
Investors were anxious on the final trading session of the week, after AI concerns gripped equity markets again to trigger a fresh sell-off — this time, hitting the logistics and real estate sectors.
Here's how some of the worst-hit stocks were faring on Friday.
Trucking and logistics
On Thursday, logistics stocks became the latest victims of the AI fear trade, thanks to a new tool from AI firm Algorhythm Holdings. The tool, called SemiCab, touts itself as "the world's most well-orchestrated transportation platform." Logistics giants C.H. Robinson and RXO — which fell as much as 20% each on Thursday — both rebounded 2% on Friday.
Stock Chart Icon Stock chart icon RXO stock price
Expeditors International of Washington, which fell more than 16% in Thursday's session, was last trading slightly lower. After Thursday's 9% loss, J.B. Hunt Transportation Services shed another 1% on Friday, while XPO was last seen 1% lower. Algorhythm — which surged as much as 30% on Thursday — gained 24% on Friday.
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Real estate
On Thursday, a sell-off of commercial real estate companies entered its second day. CBRE was among the hardest hit, extending its losses into Friday to trade 1% lower.
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