The markets rebounded Monday on a boost from the financial sector. The Dow Jones Industrial Average jumped 185.16, or 2.3%, to 8,321.85, while the S&P 500 added 21.92, or 2.5%, to 901.95. The Nasdaq rose 37.18, or 2.1%, to 1,793.21. Pete Najarian said on CNBC's "Fast Money" TV show, that the markets snapped back on the strength of the financials, in particular Meredith Whitney's bullish outlook for Goldman Sachs ( GS) and to a certain extent, technology. Karen Fineman, though, downplayed today's action, saying it was more of a bounce without much direction and volume. Guy Adami agreed with Whitney's call on Goldman but wonders whether the company can follow through. Finerman said Bank of America ( BAC) may see significant headwinds in the future because of its exposure to consumers. Both Najarian and Tim Seymour said Morgan Stanley ( MS), whom Seymour called "Goldman lite," is relatively cheap and could pull off an earnings surprise. Adami said Whitney's call could lead to a huge volume day for Goldman on Tuesday, a reversal to the downside and a testing of the S&P at 870. "That could be scary," he said. Moving on to the earnings of Dell ( DELL), Lee said the PC maker said it expected slight sequent revenue growth in the second quarter and reported a decline in gross margins and customers deferring purchases. Finerman said the deferring of consumer purchases was "not good news." She said that message doesn't bode well for Hewlett-Packard ( HP) and Intel ( INTC). "This is more indication that these green shoots are not so green," she said.