The Monday edition of Portfolio Checklist is now available and covers two main topics. The first segment focused on calls to slow down AI development and the need for government regulation. Over the weekend, the chief executives of four major US AI companies issued statements and blog posts advocating a reduction in development pace and stressing the importance of regulatory oversight.
This topic was discussed with Nagy Viktor, head analyst of Portfolio’s equities section, who examined the reasons behind the proposed slowdown and the possible consequences.
Construction data: July production declines again
The second part of the episode addressed the Hungarian construction sector. According to the available data, construction production volume in July 2026 was 4.6% lower than in the previous month and down 12.2% compared with the same month a year earlier. The fresh figures reinforce the sector’s downward trend.
Koji László, president of Építési Vállalkozók Országos Szakszövetsége, joined the discussion to comment on the sector’s condition and outlook.
Availability and additional information
The episode can be listened to on Spotify, Apple Podcasts, other major podcast platforms, and via the embedded player in the article. Provided timestamps in the episode are: Intro (00:00), Slowing AI development (01:59), Construction industry (18:34), Macroeconomic calendar (24:31).
The article also notes that the Portfolio AI & Digital Transformation conference will take place on November 26; registration and details are available on the conference page.
The cover image used is an illustration (source: Getty Images).
