Artificial Intelligence versus Immigration: Will Technology Offset the Loss of 200,000 Truck Drivers Due to the New DOT Regulations?
Former JPMorgan Chase Global Chief Economist (Ph.D. in Economics) & Current Global Keynote Speaker
On February 12, 2026, trucking and logistics stocks suffered a sharp equity market sell-off that few had anticipated just weeks earlier. Shares of RXO, C.H. Robinson, Expeditors International, XPO, and J.B. Hunt suffered stock price losses that ranged from -5.0% to -20.5% in a single session. The catalyst was not due to higher fuel costs, labor unrest, …
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