Logistics stocks took a big hit Thursday due to fears over AI disruption. The main trigger was a small company called Algorhythm Holdings, which used to make karaoke machines. They claimed their new AI platform allows freight scaling of 300-400% without adding headcount. Even though Algorhythm only has a $6 million market cap, the news spooked the sector. The Russell 3000 Trucking Index dropped 6.6%. CH Robinson fell 15% and Landstar System dropped 16%. Analysts think the reaction is an overreaction to the "AI scare trade," noting that major brokers will likely just adopt the software themselves rather than being replaced by it.