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Activist Elliott is escalating its battle with a PE firm, AI startup valuations are raising bubble fears, Altman embarked on a global fundraising campaign, Italy called on US to reconsider pasta tariffs, and Centerview will face trial over a junior banker's long hours.

Mizuho recently hosted an insightful conference with industry leaders to discuss the state of the industrials sector amid all the political and market uncertainty. Check out some key opinions from the event.

Let's dive in.

Before The Bell

As of 10/3/2025 market close.

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Headline Roundup

A Message from Mizuho

Amid geopolitical uncertainty and rapid technological change, the industrials and chemicals sectors stand at a crossroads – with their next moves set to shape the trajectory of the industries for years to come.

That reality was front and center at Mizuho's second annual Industrials & Chemicals Conference, held at the Mandarin Oriental in New York. Executives and investors from across the sectors gathered for a wide-ranging program, representing companies spanning electronic chemicals and fertilizers to industrial markets including electrification, automation, and energy. The agenda was anchored by a keynote fireside chat with Chris Musso of McKinsey, who has led the firm's global chemicals practice for the past three years.

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