The Dow Jones industrial average closed 183 points higher, or 0.9 percent, to 20,636, with Boeing leading advancers and Exxon Mobil the top decliner.
The S&P 500 gained 20 points, or 0.86 percent, to 2,349, with financials leading all 11 sectors higher.
The Nasdaq advanced 51 points, or 0.89 percent, to trade at 5,856.
About two stocks advanced for every decliner at the New York Stock Exchange, with an exchange volume of 703 million and a composite volume of 2.806 billion in afternoon trade.
On tap this week:
Earnings: Netflix, United Continental, JB Hunt, M&T Bank, Celanese, Barracuda Networks, Pinnacle Financial
4:00 p.m. TIC data
Earnings: Bank of America, Goldman Sachs, Johnson and Johnson, UnitedHealth, Charles Schwab, Comerica, Yahoo, Harley-Davidson, Progressive, Omnicom, GNC Holdings, Intuitive Surgical,
8:30 a.m. Housing starts
8:30 a.m. Business leaders survey
9:15 a.m. Industrial production
Earnings: BlackRock, Morgan Stanley, American Express, eBay, Morgan Stanley, US Bancorp, TD Ameritrade, Textron, CSX, Canadian Pacific Railway, Qualcomm, Abbott Labs, Steel Dynamics, SLM
2:00 p.m. Beige book
Earnings: Travelers, Verizon, Blackstone, Philip Morris, ABB, Bank of NY Mellon, Alliance Data, PPG Industries, Imax, MGIC Investment, KeyCorp, Nucor, Janus, Visa, Sonoco Products, Sherwin-Williams, Mattel, NCR, Danaher
8:30 a.m. Weekly claims
8:30 a.m. Philadelphia Fed
Earnings: General Electric, Honeywell, NextEra Energy, Kansas City Southern, Schlumberger, Rockwell Collins, Stanley Black and Decker, SunTrust, Morningstar, Steve Madden
9:45 a.m. Manufacturing PMI
10:00 a.m. Existing home sales