Bloomberg (regarding 12.2.2026) : Logistics Stocks Sink as AI Fear Trade Finds Latest Victim
https://archive.is/VG8EG#selection-1829.0-1831.1
Again one firm that barely has any moat is used to create a scare for logistics and software companies, assuming that none of the software companies are already looking into utilising AI for their own business.
This whole narrative gets old very quickly, and i am slowly starting to believe its used by some to pump up the big 4 in AI.
