Mitchell Hartman

Wong's comments sent HVAC company shares plunging.

Timothy Weiss is a senior research analyst at Baird.

I think it does kind of just kind of more explicitly draw out that the data center infrastructure is changing and maybe

you know, those water-cooled chillers won't have as big of a role over time in the data center than maybe they have now.

Weiss says HVAC companies are still going to have plenty of business in the near term.

In the long term, Xiaolei Ren, professor of electrical and computer engineering at UC Riverside, says chips that require less cooling will provide tangible environmental benefits.

The most immediate impact is reducing the energy, which indirectly reduces the carbon emission.

He says water use in some cases could be reduced as well if chips can be cooled by ambient temperatures.

Wren expects many of the new data centers being planned out now to use less energy than the ones we've been used to.

I'm Novosafo for Marketplace.

that is really a price point that is unaffordable for a large segment of the population.

I think the trends are consistent with what we've seen across the consumer space, where essentially higher-income consumers are doing very well and really helping support sales growth.

And you're seeing a real lag with lower-income consumers.

Today wasn't so pretty compared to yesterday's hat trick of all-time highs.

Today is more of a digestion day.

Sam Stovall is chief investment strategist at CFRA Research.

So far, only consumer staples and health care are in the green.

You know the old saying that when the going gets tough, the tough go eating, smoking, and drinking.

And if they overdo it, they have to go to the doctor.

Those are your traditional safe havens.