From WSJ:

Financial stocks also helped to inspire a late burst in the S&P 500-stock index, which advanced 8.37 points, or 1%, to 851.92. Credit-card issuer Capital One Financial soared 18%, and banks like Wells Fargo and PNC Financial Services, which rose 11% and 7.5%, respectively, also surged.

Swamp Report figures its the advance information Mr. Geithner gives to Goldman Sachs, which in turn trades for its own account…  The information must be good, like,  “the stress tests were really tough, but we think all the banks are in fine shape to withstand an economy that will rebound next quarter.”