Stock Movers Cisco Tumbles, Logistics Plunge, Real Estate Stocks Drop
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Feb 12, 2026 Danica Sokova, Bloomberg cross-asset reporter who breaks down market movers. She discusses Cisco’s sharp drop after a weaker profitability outlook. She examines the AI-driven rout in logistics stocks and massive hits to trucking names. She covers real estate services sliding amid concerns that AI could reduce long-term office demand.
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Cisco's Margin Warning Hits Stock
- Cisco's adjusted gross margin fell to about 66%, below Street expectations and dragging the stock sharply lower.
- Rising costs, memory-chip price pressure and delayed US government contracts are squeezing profitability.
Wait Out The AI 'Scare Trade'
- Be patient when markets overreact to new AI claims and expect winners and losers to emerge over time.
- Wait for analyst reassessments rather than responding to knee-jerk sector moves, as Danica and hosts suggest.
AI Fears Spark Logistics Selloff
- Logistics stocks plunged as investors feared AI deployments could greatly boost freight efficiency and cut demand for trucks and workers.
- Algorithmic scaling claims triggered a selloff in the Russell 3000 Trucking Index and heavy losses in names like CH Robinson.