Expectations are shifting on future Fed rate cuts

Paul Lane and Marc Fandetti discuss the disconnect between the data showing the economy booming and Wall Street thinking otherwise. Markets start to speculate if the next Fed move is up or down. Intel to be granted a $10B subsidy to make more chips. Walmart beats expectations as e-commerce sales soar. Walmart to buy TV maker Vizio for $2.3B to help with ad sales. Home Depot beats earnings, sales estimates even as consumers take on smaller projects. Capital One is buying Discover Financial for $35B.