The Suite That Runs Your Buildings Can Help Your Portfolio

Author

Noah Zelvis
October 31, 2025

In partnership with

Property tech is getting less cute app and more mission control.

One operator in particular is leaning into performance management: automate the rent roll, standardize workflows, and monetize all the little tasks that used to live in spreadsheets.

Here’s why it fits your portfolio.

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AI

Google Expands Its AI Empire—Starting With India’s 500 Million Users

Google (NASDAQ: GOOGL) is taking its AI ambitions global, starting with India.

In a landmark move, the tech giant has partnered with Reliance’s Jio to offer millions of 5G users free access to AI Pro, its premium subscription plan.

The offer, valued at nearly $400, includes 18 months of access to tools like Gemini 2.5 Pro, Nano Banana, and Veo 3.1, allowing users to generate images, videos, and research content without incurring any costs.

AI for the Masses

The partnership gives India a direct on-ramp into the AI ecosystem.

Jio subscribers will also get 2 TB of Google Cloud storage and early access to new AI-driven experiences across education, entertainment, and productivity.

It’s part of Google’s broader play to dominate emerging markets by integrating AI into daily life, starting with a country that now counts over

1 billion internet users.

Cloud Power Meets Local Scale

Behind the scenes, Reliance Intelligence will partner with Google Cloud to expand access to AI infrastructure across India.

The companies plan to co-develop prebuilt AI agents for local enterprises and government services.

Together, they’re not just distributing AI, but also setting the stage for India to become the world’s largest test lab for intelligent technology.

Fintech

IBM Builds a “Digital Fort Knox” for the Future of Finance

IBM (NYSE: IBM) is expanding its presence in digital finance with the launch of Digital Asset Haven, a platform that provides banks, governments, and corporations with a secure way to manage all aspects of their digital asset operations.

From custody to compliance to settlement, the system is designed to handle everything in one place, while meeting the stringent regulatory and governance requirements of major financial institutions.

A Platform Built for the Next Economy

Created in collaboration with digital wallet firm Dfns, the new system integrates IBM’s infrastructure with next-generation wallet and blockchain capabilities.

It supports more than 40 public and private blockchains, providing lifecycle management, policy-driven approvals, and fraud-prevention tools out of the box.

With the rise of tokenized assets and stablecoins, IBM wants to help financial institutions evolve their product portfolios without worrying about fragmented systems or security gaps.

Security That Belongs in a Vault

IBM Digital Asset Haven comes with multi-party computation, hardware security modules, cold-storage signing, and quantum-safe cryptography.

In short, it’s designed to protect against both today’s hackers and tomorrow’s quantum attacks.

The platform will be available later this year as a SaaS product, marking IBM’s most significant step yet into making digital assets as safe and structured as traditional finance.

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CPUs

Intel’s Panther Lake CPUs Might Be More Purr Than Roar

Intel’s (NASDAQ: INTC) upcoming Panther Lake chips, the Core Ultra X7 358H and Ultra X5 338H, have reportedly surfaced in early benchmark leaks, and the numbers don’t look too inspiring.

According to LaptopReview, the new CPUs may actually underperform compared to their predecessors, with weaker Cinebench R23 multi-core scores than the Arrow Lake generation.

The X7 358H allegedly reached 20,000 points, while the older 255H managed 21,826 under the same power conditions.

When Efficiency Overshadows Power

The disappointing results might be attributed to early engineering samples or lower clock speeds, but Panther Lake’s design appears clearly tilted toward efficiency rather than raw power.

Despite running on a new architecture and process node, the expected leap forward has not yet been realized. Intel may be prioritizing battery gains over bragging rights.

Rough Waters Ahead

Intel has been fighting to regain momentum in mobile performance, but these leaks aren’t helping its case.

If final reviews confirm the early results, 2026 could be a challenging start for Intel’s CPU lineup, as AMD and Apple continue to set new standards in speed and efficiency.

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Recent Tech Movers

Descartes Systems Group (NASDAQ: DSGX)
Logistics Still Pays

Cross-border forms, route plans, dock times, Descartes is the boring backbone that keeps freight moving. Growth’s been steady rather than spicy, but that’s the point.

Compliance and multi-modal visibility are need-to-have, not nice-to-have.

Watch attachments (customs, trade intel) and net retention, if shippers keep turning on modules, the model defends margins even when volumes wobble.

You can starter-size this holding and add on weakness.

Nova (NASDAQ: NVMI)
Metrology: Where Yield Meets Moat

Every shiny leading-edge node needs someone to measure it. Nova sells the tools that help fabs tighten process windows and boost yields, like catnip in an AI capex cycle.

With a diversified customer base and expanding margins, the setup is more tools per fab as complexity rises.

Keep it in buy list bucket with staged buys, and trim only if it runs too far ahead of orders.

Snowflake (NYSE: SNOW)
Data Cloud, Less Drama

The platform story is simple: centralize data, govern it, and let partners build on top.

Consumption can be choppy quarter to quarter, but the long arc trends up as AI workloads and app dev shift closer to governed datasets.

The risk is valuation, as premium tags need premium execution. You can add on red days and make net revenue retention your north star.

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The Operating System For Landlords (And A Bigger Wallet)

AppFolio (NASDAQ: APPF)
Why This Name Is Working

Landlords don’t want ten tools, they want one pane of glass.

AppFolio keeps stacking do-the-job features like accounting, leasing, resident comms, payments, maintenance, screening, and now AI-assisted workflows that cut manual keystrokes. 

Units under management keep climbing, and so does average revenue per unit as customers switch on value-added services (payments, insurance, screening).

That land → expand math is how vertical SaaS compounds.

Scorecard You Can Use

  • Growth with Mix: Core subscriptions + value-added services = two levers for ARPU. When both pull in the same direction, operating leverage shows up.

  • Product Gravity: Resident and vendor experiences are getting smarter, less email ping-pong, more automated follow-ups and task routing. That’s sticky.

  • Customer Fit: SMB property managers want out of spreadsheets, larger operators want standardization. Same product, bigger contract sizes.

Why The Tape Cares

  • Workflow Ownership: Once payments, screening, and maintenance live inside AppFolio, churn drops and attach rates climb.

  • AI That Actually Ships: Triage tickets, draft comms, surface anomalies in ledgers, quiet features that save real hours.

  • Pricing Power: More modules mean more ways to justify periodic price steps without sparking revolt.

What Could Spook It

  • Margin Jitters: Investing in sales capacity and AI can dent operating margin near-term, the stock has a short fuse here.

  • Macro/Units: Fewer new builds or tighter financing can slow unit growth; pricing power has to carry more of the load.

  • Competition: Point solutions undercut on price; incumbents try good enough bundles.

What To Watch Next

  • Units Under Management vs. ARPU: You want both moving, green lights if modules per customer keep rising.

  • Payments Take Rate & Insurance Attach: These are the sneaky drivers of gross profit dollar growth.

  • AI Feature Adoption: Not demos. Actual usage metrics inside core workflows.

Actionable Take

  • Builders: Scale in on dips, anchor on retention/ARPU trends, and let operating leverage work over 12–18 months.

  • Traders: Respect the premium multiple and use a stop under the most recent base and lean into strength on clean usage updates.

Bottom Line: AppFolio is turning property management from a thousand manual tasks into a unified, monetizable flow.

If they keep adding units and proving that AI features save hours (not just clicks), the multiple can stay healthy while earnings catch up.

Everything Else

  • 🌕 The moon race got spicier as SpaceX and Blue Origin submitted plans to accelerate astronaut landings.

  • ☁️ AWS Q3 results pointed to resilient cloud demand and AI-fueled workloads, keeping the capex flywheel turning.

  • ✈️ Travel-tech upstart Navan made its Nasdaq debut, betting corporate trips and expense automation still have legs.

  • 🎬 Deal chatter ramped as Netflix moved to explore a bid for Warner Bros. Discovery, stoking another round of media-consolidation takes.

  • 🌏 Hints of a thaw: a China–U.S. trade agreement could be signed next week, according to U.S. Treasury’s Bessent.

That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out.

Best Regards,
—Noah Zelvis
Tech Stock Insider