Software stocks bore the initial brunt of AI disruption nerves. But those fears soon spread to insurance companies, brokerage firms, real estate services — even logistics and trucking. That sparked fears that AI tools could eat into existing companies’ business models and customer bases. Real estateReal estate services found themselves in the barrel on Wednesday and Thursday. Angelo Kourkafas, senior global strategist at Edward Jones, told CNN that “fear of AI disruption” has been a dominant theme in markets over the past two weeks.

Source: CNN February 16, 2026 15:32 UTC