May 1. Brazilian plane maker Embraer explores creating a new passenger aircraft that WSJ aviation reporter Ben Katz says would compete head-on with offerings from Airbus and Boeing. Plus, police remove pro-Palestinian demonstrators at Columbia University in New York and intervene amid violent clashes at UCLA. And, we dive into some of the themes playing out this earnings season, including the AI craze and the return of business travel. Luke Vargas hosts.

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