Expeditors International of Washington Inc

EXPD: XNYS (USA)

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AI Disruption Speculation Hits Freight Brokerage Stocks; We've Been Here Before

Matthew Young

Feb 12, 2026

Several North American freight brokerage names, including truck brokers and global forwarders, sold off on Feb. 12. We suspect this was driven by speculative concerns over potential AI-related disruption—a dynamic that seems to be making its way around several sectors of the economy.

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Expeditors International of Washington Inc

AI Disruption Speculation Hits Freight Brokerage Stocks; We've Been Here Before

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