Maybe it's true then what it seems 

The most telling phrase in today's AI-jobs debate is: so far. So far, we haven't seen mass unemployment. Instead, we're witnessing workflow redesign, widespread retraining, and hiring shifts toward AI-literate roles. AI exposes roughly 40% of global jobs to transformation (IMF, 2024), with higher exposure (~60%) in advanced economies—yet large-scale displacement remains limited. Entry-level and routine-task roles show the earliest strain. But "so far" isn't a strategy. The trajectory looks concerning. AI absorbs tasks; workers who master AI tools absorb more responsibility; the performance bar rises for everyone. When AI-enhanced robotics moves beyond current niches—global industrial robot stock reached ~4.66 million units in 2024, having doubled over the past decade (IFR World Robotics 20

Can the market still go up in 2026?” pushes us to look at the wrong things. It makes us focus on forecasts, on headlines and on timing.If a company keeps moving forward, the share price eventually tends to follow. That said, it doesn’t mean we should rush in blindly either. Investing still requires thought and discipline. A simple way to avoid emotional decisions is to pace yourself by investing steadily over time, especially if you are unsure. Another is to take the time to understand the business you are buying so you know exactly why it deserves a place in your portfolio. These habits keep you consistent without reacting to every price movement. In my earlier investing years, I spent a lot of time waiting. I waited for dips that never came. I waited for more confidence. I waited for the

The "AI scare trade" we have noticed is hitting the real estate services sector particularly hard because these companies operate on high-fee, labor-intensive business models. When AI tools (like those recently released by Anthropic) demonstrate an ability to automate complex tasks like financial research and legal document review, investors begin to fear "margin compression" — a fancy way of saying they think AI will force these firms to lower their fees or lose work to automation. In this article we would like to look at the breakdown of the situation as of mid-February 2026. Will the Panic Selling Continue? The consensus among market analysts is mixed but leans toward a "wait-and-see" stabilization. The Bear Case (Continued Selling): If subsequent economic data shows a significant drop

AI Fear Crushes Property Stocks 🏢🤖 — Opportunity Hiding in Plain Sight? CBRE and JLL just got hammered — down more than 12% in a session. Why? Because the market suddenly believes AI can: ✂️ automate valuations ✂️ summarize leases ✂️ compress due diligence timelines ✂️ reduce the need for armies of analysts And if fewer white-collar workers are needed… ➡️ less office demand ➡️ lower transactions ➡️ weaker commissions Simple narrative. Sounds scary. Very tradable headline. But is it actually right? Let’s slow it down 🧵👇 ⸻ 🧠 The leap investors are making AI improves productivity → fewer people → less space → property values fall → brokers suffer. Clean. Logical. Also possibly too linear. History rarely moves in straight lines. ⸻ 🏢 Real estate deals are not spreadsheets Buying or leasing majo

Real estate services stocks got hammered as "AI fear" spread like wildfire, with CBRE Group and Jones Lang LaSalle both plunging over 12% in a single session, while Cushman & Wakefield dropped 14% – the biggest rout since the 2020 Covid meltdown. 😤 This sell-off stems from investors freaking out over AI agents that can whip up valuation reports, contract summaries, and due diligence in minutes, chipping away at the informational edges that have long powered these multi-billion-dollar firms. The terror goes deeper: if AI slashes white-collar jobs and shrinks office demand permanently, could the entire real estate ecosystem face a structural collapse? Yet, cooler heads at Barclays and Jefferies call it pure panic, noting the plunge overstates immediate risks to complex dealmaking. With t

Personally, I think the recent “AI fear” rippling through real estate and transportation markets reflects more anxiety than reality at this stage,with commercial property and logistics stocks sliding sharply as investors worry that AI could automate key tasks and reduce demand for traditional services. Real estate service firms and trucking companies have seen significant sell offs lately as traders reassess the risk of AI disruption, even though some analysts argue these reactions may be exaggerated and that human expertise and complex deal making still matter a great deal.

The significant decline in real estate services stocks, such as CBRE and JLL, is a notable development in the market. The "AI fear" that has been impacting various sectors has now extended to the real estate services industry, as investors worry about the potential disruption caused by AI-powered tools. The concerns are centered around the ability of AI agents to generate valuation reports, contract summaries, and due diligence in minutes, which could erode the informational advantages that traditional real estate services firms have historically enjoyed. Furthermore, the fear is that if AI shrinks white-collar office demand, structural real estate demand could fall permanently, leading to a decline in the need for real estate services. However, as Barclays and Jefferies argue, Wednesday's

$NBIS 20260618 80.0 PUT$  Nebius just reminded the market of one simple truth:In a bull market, you get rewarded for spending. In a bear market, you get punished for it. NBIS: • Revenue missed expectations • CapEx surged • Stock down ~6% pre-market You don’t get to burn aggressively and miss growth targets. Look around: AMD beats earnings → drops on guidance UNH reports → collapses Semis are cracking AI infra names are wobbling This is not euphoric momentum anymore. The market is quietly shifting from: “Spend now, profits later” to “Show me the cash flow.” And when capital expenditure outruns revenue growth, the market stops dreaming and starts discounting. Is AI dead? No. But the easy money phase is over. In bull markets,

Transport stocks in the industrial sector became the focus on Friday. CHRW.US The stock price plummeted by 8 times standard deviation, an unusual fluctuation that highlights AI panic is spreading from the technology industry to the traditional industry Next wave.