A logistics CEO is combating again in opposition to the Nice AI Scare of 2026.
“Management selections are all the time made with a peaceful head. Perceive the information, and perceive what is going on on. And I rapidly discovered that on the finish of the day at Robinson, we’re simply not going to let a second of uncertainty actually blur the distinction between what’s notion and actuality. And the truth is that this: We’re the disruptor and never the disrupted,” C.H. Robinson (CHRW) CEO Dave Bozeman mentioned on Yahoo Finance’s Opening Bid (video above).
Enable me to set the scene so that you can present some context for Bozeman’s feedback.
It is Feb. 12, 2026. Some random Florida-based holding firm referred to as Algorhythm Holdings (RIME) mentioned it achieved a breakthrough on the AI entrance. It claimed that its AI platform scales freight volumes by 300% to 400% and reduces empty trucking miles by 70%.
Fascinating at first go.
Regardless of that no one had heard of this firm the day earlier than. Regardless of that the corporate was higher recognized for its karaoke machines and it was unclear when it pivoted to freight know-how. Regardless of that the corporate is mainly a penny inventory that has no Wall Road analyst protection, in keeping with Yahoo Finance information. The market moved first and requested questions later, sending shares of trucking and logistics corporations sharply decrease.
One firm caught up within the promoting frenzy was C.H. Robinson, based in 1905 as a produce brokerage home. By the shut of buying and selling, the inventory tumbled 14.5% — its largest one-day proportion loss in additional than six years.
What the market seemingly forgot is that C.H. Robinson has been main on the AI entrance in transportation logistics. That is a serious cause why the inventory hit a document on Feb. 6.
Bozeman has led the 120-year-old logistics participant for greater than two years, following appreciable stints in transportation operations at Amazon (AMZN), Harley-Davidson (HOG), and Caterpillar (CAT). Since Bozeman’s arrival, C.H. Robinson has leaned onerous into AI to drive improved working earnings.
In addition, the corporate’s robust progress charges have come regardless of an ongoing freight recession, as trade insiders name it.
And the Road nonetheless has confidence in that story persevering with when regarded via the prism of analyst gross sales and revenue estimates for the following two years.
“We’re not going anyplace. We have got quite a bit to do. We’re super-excited in regards to the subsequent two years as a result of the final two years have been fairly rattling thrilling, and there’s extra to come back the place that comes from,” Bozeman added.
