STORY: Rathbun said the S&P 500 reaching a record high may be “frustrating” to some, but he remains “positive” on the index.“A lot of people are ready for a correction and we can pull it off, but a lot of the companies underneath have pretty strong fundamentals, especially when it comes to the technology side,” he said. “So I wouldn’t worry too much about the S&P 500 rising.” He adds that Amazon is one of the companies to watch closely this earnings season.“If we don’t hear good news on AI, especially on cloud infrastructures, I think there could be some disappointment,” he said.