Stocks of major U.S. carriers all in rally mode to start the week, with United seeing its best day since April. This as air passenger traffic hits its highest level in a year. But should you believe the bounce. Plus, as the Dow & S&P notch new record closes, one top strategist says its time to start buying back in on big tech.

The S&P and Dow closed at records while the Nasdaq added 2.5% on Thursday. And there’s a lot of good news buoying the markets -- COVID cases dropping, stimulus checks on the way