Is Nvidia disrupting HVAC? Johnson Controls, Trane shares dip amid cooling shift [Yahoo! Finance]
Trane Technologies plc (TT)
Company Research
Source: Yahoo! Finance
significantly reduce cooling requirements in data centers, potentially impacting HVAC companies' future performance. The selloff extended to other major HVAC players, with Trane Technologies (NYSE:TT) dropping 3.5% and Carrier Global (NYSE:CARR) declining 1.6% as investors assessed the implications of Nvidia CEO Jensen Huang's comments at CES 2026. During his presentation, Huang highlighted that the new Vera Rubin platform of chips will have the same cooling needs as the Grace Blackwell chip despite substantial power increases, stating that "no water chillers are necessary for datacenters" due to liquid cooling innovations. Barclays analyst Julian Mitchell noted that these developments could particularly affect companies focused on space cooling, chillers, and air handling with minimal presence in liquid cooling. Johnson Controls , with data centers representing a low-double-digit percentage of total sales, appears most exposed among major HVAC providers. The analyst identifie
Show less
Read more
Impact Snapshot
Event Time:
TT
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
TT alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
TT alerts
High impacting Trane Technologies plc news events
Weekly update
A roundup of the hottest topics
TT
News
- Trane Technologies (TT) Fell Due to Weakness in Its HVAC Business [Yahoo! Finance]Yahoo! Finance
- A Look At Trane Technologies (TT) Valuation After Reaffirmed Positive Analyst Ratings [Yahoo! Finance]Yahoo! Finance
- Trane Technologies (NYSE:TT) had its price target lowered by analysts at Morgan Stanley from $550.00 to $535.00. They now have an "overweight" rating on the stock.MarketBeat
- We Ran A Stock Scan For Earnings Growth And Trane Technologies (NYSE:TT) Passed With Ease [Yahoo! Finance]Yahoo! Finance
- Trane Technologies Schedules Fourth Quarter 2025 Earnings Conference CallBusiness Wire
TT
Earnings
- 10/30/25 - Beat
TT
Sec Filings
- 12/5/25 - Form 4
- 12/4/25 - Form 3
- 12/2/25 - Form 8-K
- TT's page on the SEC website