The recent bank sell-off reveals a dangerous gap between solid earnings and sky-high investor expectations, further complicated by a proposed 10% credit card interest cap. Meanwhile, the Warner Brothers Discovery bidding war has turned personal as CEO David Zaslav's apparent animus toward David Ellison threatens to derail a superior cash offer. These shifts occur against the backdrop of a K-shaped economy where Delta Air Lines now earns more from the rich than the middle class, signaling a new era where corporate survival depends on capturing the top 10% of spenders.