Caught some weakness in the transportation sector today - the whole group dropped about 6.8% and it was pretty brutal for some names. RXO got absolutely hammered, down nearly a quarter, and C.H. Robinson wasn't far behind, losing over 20%. Rough day for logistics. The trucking side of things wasn't much better either. Trucking stocks as a group fell around 6.1%, with Universal Logistics Holdings taking the biggest hit at nearly 12% down. Even Covenant Logistics Group, another trucking player, slid about 8.8%. Not sure if it's broader macro headwinds or something sector-specific, but the whole transportation and trucking space just couldn't find any footing today. Worth watching how these names react tomorrow.

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