Stocks surged into the close, finishing at session highs. DataTrek\u2019s Nick Colas and Wilmington Trust\u2019s Meghan Shue break down how they are playing this market. We get the latest moves from the biggest investors with our Leslie Picker reporting on 13F filings. Ursula Burns weighs in on the most important topics for boards today, including social and political issues and diversity. Former Institute of International Finance\u2019s Charles Dallara on the FDIC\u2019s new proposals aimed at large regional banks. Plus, retail experts Bill Simon and Gerald Storch preview the big week ahead for consumer earnings and data.