As renewed concerns about artificial intelligence cast a shadow over the stock market, sparking another wave of selling—this time affecting logistics and real estate sectors—investors entered the final trading session of the week with heightened anxiety. Here is how some of the hardest-hit stocks performed during Friday's premarket trading.

**Trucking and Logistics** Logistics stocks became the latest targets of AI-related anxiety on Thursday, following the introduction of a new tool by AI company Algorhythm Holdings. The tool, named SemiCab, describes itself as "the world's most seamlessly coordinated transportation platform." Logistics giants C.H. Robinson Worldwide and RXO—both of which fell as much as 20% on Thursday—showed diverging trends in Friday's premarket. The former saw a slight rebound, rising 0.7%, while RXO continued its decline, falling another 1.5%. Expeditors International, which dropped more than 16% on Thursday, traded flat in the latest premarket activity. J.B. Hunt Transport Services fell another 0.6% early Friday after declining 9% the previous day, while XPO was down 1%. Algorhythm, which surged 30% on Thursday, rose 15% in premarket trading.

**Real Estate** Selling pressure continued for a second day on Thursday among commercial real estate firms. CBRE Group was among the hardest hit, with losses extending into Friday's premarket session, where it fell 0.6%. JLL traded slightly lower ahead of Friday's opening, while Hudson Pacific Properties remained unchanged. Both stocks fell nearly 8% and 4%, respectively, on Thursday. Elsewhere in the sector, SL Green Realty, which dropped 5% on Thursday, rebounded in premarket trading Friday, rising 0.4%.

**Software** Software stocks—which were at the center of a historic selloff just last week—also faced declines on Thursday, though Friday's early trading showed mixed results. Palantir extended its previous day's losses, falling 1.5%, while Autodesk and Salesforce both declined 0.1%. The iShares Expanded Tech-Software Sector ETF (IGV), which fell roughly 3% on Thursday, was down 0.3% in recent trading. However, the fund—which entered bear market territory last month—has declined approximately 23% year to date. All members of the "Magnificent Seven" tech stocks closed lower on Thursday, with most continuing to trend downward early Friday. Tesla led the group's decline, retreating 0.8%, while NVIDIA fell 0.1% after briefly trading in positive territory.

"While the full impact on these industries and individual stocks remains to be seen, we believe this validates the monetization potential of AI," UBS strategists noted in a Friday morning report. "The latest developments also highlight the transformative nature of AI, making it a crucial component of investor portfolios." They added that focusing solely on the U.S. information technology sector "is unlikely to fully capture the direct beneficiaries of AI," and recommended that investors diversify across industries and regions. Dan Ives, Global Head of Technology Research at Wedbush Securities, said in an interview on Friday that although some software stocks may suffer as AI rises, investors should not write off the entire sector. "Could Adobe be a potential loser? What about pure-play software names like UiPath? Yes," he said. "But what about Salesforce and ServiceNow? No—I believe they will be core parts of the AI revolution and its application cases." Ives argued that Wall Street has misjudged the "ripple effects across the entire tech landscape" that AI will bring. "What you're seeing here, in my view, is a massive dislocation," he said, referring to the selloff in software stocks. "I would say that in my career, this is the most disconnected judgment I've seen, where you're essentially treating the sector as if it's structurally broken."