AI-Driven Trucking Sell-Off Seen as Overblown -- Market Talk

Dow Jones

Feb 13

0957 ET - A white paper on artificial-intelligence disruption in the trucking industry from Algorithm Holdings, which owns the SemiCab AI platform, triggered a sell-off of truck brokerage stocks including C.H. Robinson Worldwide on Thursday. But the paper overstates the risk of disruption, Benchmark's Christopher Kuhn writes in a note. The paper states that truckload freight planning is largely manual with models that plateau at about 500 truckloads, but he notes C.H. Robinson has performed more than 3 million automated tasks using AI agents and handles 5,500 truckloads a day. "While concerns about AI-driven disruption are understandable, it is important to remember that since 2023, CHRW's disciplined and differentiated approach to deploying advanced artificial intelligence at scale has already delivered tangible business results," he writes. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

February 13, 2026 09:57 ET (14:57 GMT)

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Robinson Worldwide on Thursday. But the paper overstates the risk of disruption, Benchmark's Christopher Kuhn writes in a note. The paper states that truckload freight planning is largely manual with models that plateau at about 500 truckloads, but he notes C.H. Robinson has performed more than 3 million automated tasks using AI agents and handles 5,500 truckloads a day. \"While concerns about AI-driven disruption are understandable, it is important to remember that since 2023, CHRW's disciplined and differentiated approach to deploying advanced artificial intelligence at scale has already delivered tangible business results,\" he writes. 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Robinson Worldwide on Thursday. But the paper overstates the risk of disruption, Benchmark's Christopher Kuhn writes in a note. The paper states that truckload freight planning is largely manual with models that plateau at about 500 truckloads, but he notes C.H. Robinson has performed more than 3 million automated tasks using AI agents and handles 5,500 truckloads a day. \"While concerns about AI-driven disruption are understandable, it is important to remember that since 2023, CHRW's disciplined and differentiated approach to deploying advanced artificial intelligence at scale has already delivered tangible business results,\" he writes. (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 13, 2026 09:57 ET (14:57 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0985489474.SGD","symbol_name":"First Eagle Amundi International AHS-C SGD-H","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2611653601","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2611653601","pubTimestamp":1770994620,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0957 ET - A white paper on artificial-intelligence disruption in the trucking industry from Algorithm Holdings, which owns the SemiCab AI platform, triggered a sell-off of truck brokerage stocks including C.H. Robinson Worldwide on Thursday. But the paper overstates the risk of disruption, Benchmark's Christopher Kuhn writes in a note. The paper states that truckload freight planning is largely manual with models that plateau at about 500 truckloads, but he notes C.H. Robinson has performed more than 3 million automated tasks using AI agents and handles 5,500 truckloads a day. \"While concerns about AI-driven disruption are understandable, it is important to remember that since 2023, CHRW's disciplined and differentiated approach to deploying advanced artificial intelligence at scale has already delivered tangible business results,\" he writes. 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