EPISODE · Feb 9, 2026 · 33 MIN
The Two Best AI Stocks to Buy in February 2026
from The Money Lab · host Norse Studio
The first featured stock is AppLovin (APP), a company specializing in ad tech software for media buyers and publishers. The core of AppLovin's value proposition is its Axon targeting engine, which utilizes AI and machine learning to match advertiser demand with publisher supply. Axon is trained using data from the company's mediation platform, Max, allowing it to improve its effectiveness in driving outcomes like downloads or purchases over time. Analysts from Morgan Stanley have labeled Axon a "best-in-class" engine, and data suggests it delivers a 45% higher return on ad spend (ROAS) than Meta Platforms and a 115% higher ROAS than platforms like YouTube or TikTok. Financially, Wall Street expects AppLovin’s adjusted earnings to grow by 48% annually over the next three years, with a median target price of $771, representing a potential 89% upside.The second stock highlighted is Robinhood Markets (HOOD), which operates a trading platform popular among millennial and Gen Z investors. Robinhood is integrating AI through a tool called Cortex, available to its Gold subscribers. Cortex assists users by sourcing data from news and research reports to explain price actions and allows investors to conduct research or execute trades using plain English instructions. The company's strategy focuses on capturing market share as its younger user base matures. Analysts project that Robinhood’s adjusted earnings will grow at a 20% annual rate over the next three years. With a median target price of $152, analysts see an 81% upside for the stock. Hosted on Acast. See acast.com/privacy for more information.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-money-lab--6886555/support.
What this episode covers
The first featured stock is AppLovin (APP), a company specializing in ad tech software for media buyers and publishers. The core of AppLovin's value proposition is its Axon targeting engine, which utilizes AI and machine learning to match advertiser demand with publisher supply. Axon is trained using data from the company's mediation platform, Max, allowing it to improve its effectiveness in driving outcomes like downloads or purchases over time. Analysts from Morgan Stanley have labeled Axon a "best-in-class" engine, and data suggests it delivers a 45% higher return on ad spend (ROAS) than Meta Platforms and a 115% higher ROAS than platforms like YouTube or TikTok. Financially, Wall Street expects AppLovin’s adjusted earnings to grow by 48% annually over the next three years, with a median target price of $771, representing a potential 89% upside.The second stock highlighted is Robinhood Markets (HOOD), which operates a trading platform popular among millennial and Gen Z investors. Robinhood is integrating AI through a tool called Cortex, available to its Gold subscribers. Cortex assists users by sourcing data from news and research reports to explain price actions and allows investors to conduct research or execute trades using plain English instructions. The company's strategy focuses on capturing market share as its younger user base matures. Analysts project that Robinhood’s adjusted earnings will grow at a 20% annual rate over the next three years. With a median target price of $152, analysts see an 81% upside for the stock. Hosted on Acast. See acast.com/privacy for more information.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-money-lab--6886555/support.
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The Two Best AI Stocks to Buy in February 2026
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