(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Last week the S & P Financials put on a fireworks display and the financials on our Best Stocks in the Market list did not disappoint. Sean’s going to walk you through the important elements of the JPMorgan (JPM) , Wells Fargo (WFC) and American Express (AXP) reports and then I’ll tell you which of the three I like the best right now in terms of the technical set-up. We’ll also share our usual Monday rundown of Best Stocks stats and rankings. Ciao! Sector leaderboard As of Oct. 20, there are 194 names on The Best Stocks in the Market list. Top sector ranking: Top industries: Top 5 best stocks by relative strength: Spotlight: Sean — Earnings are back in full swing. Over the past week, stronger-than-expected revenue results from Financials companies have been the biggest driver of the rise in the S & P 500’s overall revenue growth rate. Since September 30, that increase has been fueled mainly by positive revenue surprises in the Financials sector. So far, the revenue growth rate for the quarter is 6.6% growth year-over-year, which would be the second-highest revenue growth rate reported since Q3 of 2022. Although still very early in earnings season, it’s safe to assume this will be the 20th consecutive quarter of year-over-year revenue growth for the S & P 500. (data via Factset) Financials are set to be the second-highest sector for year-over-year earnings growth at 18.2% expected growth for the quarter, behind tech at 21% growth expected. We had a number of financials that reported earnings last week. Let’s dive into the details on some of the big ones. JPMorgan Chase & Co. (JPM): JPM beat on top and bottom and lines with net income growing 12% and revenue growing 9% year-over-year. Markets’ revenue was up 25% year-over-year, with increased fee and trading revenue across asset management, investment banking, and payments. With higher market values comes higher top-line fees. Every large asset manager will have this tailwind as we march higher in this bull market. During the call, CEO Jamie Dimon also noted there could be more cockroaches in reference to the wholesale charge-offs that were slightly elevated during the quarter due to a couple of instances of apparent fraud in certain secured lending facilities. Overall, the bank beat expectations, noted possible macro uncertainty (like always) and guided to net interest income of $95B with growth coming from balance sheet expansion partially offset by expected lower rates. Wells Fargo & Co. (WFC): WFC beat on revenue but missed on EPS with earnings growing 9% and revenue growing 5% year-over-year. Wells Fargo had been operating under an asset cap, which capped the bank’s ability to grow its balance sheet – this cap has been lifted which led to total assets surging past $2T for the first time. With the cap lifted, Wells Fargo is growing deposits through its Global Payments & Liquidity business and has hired 160 coverage bankers over the last two years in 19 high-density markets where it has lower market share. Management emphasized that the asset cap lift removes constraints on competing more effectively and provides “more degrees of freedom to grow and achieve our goals.” Net interest income was up 2% to $12 billion, while non-interest income was up 9% with strong growth in wealth and investment management and investment banking. WFC is currently up 19% YTD and up 7% this past week after earnings. WFC expects 17% EPS growth this year and 10% growth next year American Express Co. (AXP): AXP bounced almost 7% to new all time highs with the company beating on top and bottom lines. AXP hit record revenue of $18.4 billion up 11% year-over-year and EPS up 19% year-over-year. AXP noted the consumer is still spending with card members spending up 9% with strong retail, travel and entertainment spend, especially from millennials and Gen Z. Amex returned $2.9 billion to shareholders for the quarter via share repurchases and dividends. (All earnings data via Quartr) Risk Management: Josh — I’ve owned JPMorgan for over a decade as an investment, but for people looking to trade the stock, I’d wait. There’s a rhythm to the way this name trades which includes big bursts of enthusiasm followed by periods of consolidation where the market digests the prior rally. I think we’re in one of those consolidating grinds right now. Watch how the stock acts as it (potentially) retests this $260 to $280 area where I think the buyers lurk. Wells Fargo is easy. Close your eyes and buy the stock. Wake up in three years and it’s higher, barring some sort of financial crisis and/or Trump ban on stage coaches. I’m not even going to bother with the technicals. Wells Fargo is a stock that slavishly obeys The Street’s outlook for earnings. Below is the five-year price chart (purple) with estimates for the next fiscal year in orange. CEO Charlie Scharf, a Jamie Dimon protegé, is turning this bank around. It’s not the same company it was even three years ago. Don’t trade it, invest in it. American Express is my favorite chart of the bunch. It checks every box — golden cross, finding support at the 200-day, finding support at the 50-day, a break above resistance, a successful retest of that resistance, a renewed break above again. This is everything you want in a set-up. I think it gets to $400 provided the economy holds up. Traders can use the 50-day support as their line in the sand to limit downside. Longer-term investors should use the ten-month moving average and be very slow on the sell trigger in case of false breakdowns. Warren Buffett is your co-pilot here. DISCLOSURES: (None) All opinions expressed by the CNBC Pro contributors are solely their opinions and do not reflect the opinions of CNBC, NBC UNIVERSAL, their parent company or affiliates, and may have been previously disseminated by them on television, radio, internet or another medium. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY . THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL’S UNIQUE PERSONAL CIRCUMSTANCES. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. 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