Earnings season continues with EA, Wynn, Lyft, Arista Networks and Rivian \u2013 plus Reddit surged in Overtime after reporting its first quarter as a public company. Vital Knowledge\u2019s Adam Crisafulli and JPMorgan\u2019s Phil Camporeale break down the action. Honeywell CEO Vimal Kapur talks the company\u2019s plans for AI and monetizing data, plus the energy transition and why he says he expects EVTOLs to change people\u2019s lives like the iPhone \u2013 and by 2028. TransUnion CEO Chris Cartwright on the consumer, credit and delinquency rates.