AI picks 2 must-buy stocks for February 2026

The stock market is moving into February after a volatile start to 2026, but there are several companies that still offer investment opportunities.

Indeed, for investors seeking to tap into stocks in the second month of the year, Finbold sought insight from OpenAI’s ChatGPT, which offered views on what to pick. 

The model’s selection focused on companies with clear, measurable drivers of growth rather than broad market narratives.

Arista Networks (NYSE: ANET)

The model’s first pick was Arista Networks (NYSE: ANET), which continues to benefit from sustained investment in AI-driven data center infrastructure.

The company supplies high-speed networking equipment to hyperscale cloud providers, a segment seeing increased capital expenditure as artificial intelligence workloads expand.

ChatGPT acknowledged that recent market commentary highlights strong demand from large technology customers, supporting expectations of double-digit revenue growth into 2026.

At the same time, analysts have pointed to Arista’s growing exposure to AI networking as a key catalyst, with estimates projecting revenue to exceed $10 billion in 2026.

Despite occasional volatility linked to valuation concerns, the company’s earnings growth, expanding margins, and backlog tied to AI infrastructure spending remain central to its bullish outlook. 

By press time, ANET stock was trading at $141, down over 4% for the day during the last session, while over the past month, the stock is up more than 8%.

Verizon Communications (NYSE: VZ)

For the second pick, ChatGPT selected Verizon Communications (NYSE: VZ), which has gained renewed attention following stronger-than-expected recent earnings and improving subscriber trends.

Indeed, VZ stock is witnessing increased attention following the recent report. The telecom company beat fourth-quarter expectations, reporting adjusted earnings per share of about $1.09 versus forecasts near $1.06, while revenue reached roughly $36.4 billion, above consensus. 

The results were supported by strong subscriber growth, with Verizon adding around 616,000 postpaid phone customers, its best quarterly performance in several years.

To this end, the stock ended the last session valued at $44, up over 11% for the day, while over the past month, the equity is up almost 10%.

Verizon has also outlined a large multi-year share repurchase program extending into 2026, reinforcing confidence in its free cash flow generation. 

Management guidance points to continued subscriber growth and rising adjusted earnings per share, while expanded fiber and fixed wireless coverage is expected to support longer-term revenue stability.

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