Earnings season continues with EA, Wynn, Lyft, Arista Networks and Rivian – plus Reddit surged in Overtime after reporting its first quarter as a public company. Vital Knowledge’s Adam Crisafulli and JPMorgan’s Phil Camporeale break down the action. Honeywell CEO Vimal Kapur talks the company’s plans for AI and monetizing data, plus the energy transition and why he says he expects EVTOLs to change people’s lives like the iPhone – and by 2028. TransUnion CEO Chris Cartwright on the consumer, credit and delinquency rates.