Browsing Tag
Amsterdam
39 posts
Adyen (AMS: ADYEN) processes €451bn, drops 13%. Why abandon its margin goal?
Adyen delivered 23% net revenue growth and processed €451.1 billion in payments, yet its shares plunged after management reduced profitability guidance and abandoned its medium-term EBITDA margin target. The decision raises a critical question about whether expanding into billing, loyalty and AI-enabled commerce will justify sacrificing near-term margins.
Nebius (NASDAQ: NBIS) has $40bn in AI contracts. Why borrow $3.5bn for one year?
Nebius Group has secured a US$3.5 billion financing facility to accelerate its artificial intelligence infrastructure expansion, despite having more than US$40 billion in long-term customer commitments. The one-year maturity, floating interest rate and secured borrowing structure raise an important question about how the company plans to finance its next phase of growth.
Intelic advances AI drone integration as Dutch defence partnership reaches Ukraine battlefield
Dutch defence software developer Intelic is demonstrating how artificial intelligence can connect radar, sensors and unmanned systems through a common command platform. Its Netherlands defence partnership is worth more than €30 million, while operational use in Ukraine offers a separate test of the technology's adaptability.
Liberty Global moves closer to €669m Dutch tower sale as Ziggo Group spin-off takes shape
EU approval moves Liberty Global closer to a €669 million tower sale. See how debt reduction could shape the planned 2027 Ziggo Group spin-off.
Europe faces 510,000-bpd jet fuel deficit as Iran war reshapes global aviation supply
Europe could face a 510,000-barrel-per-day jet fuel deficit in the fourth quarter as disrupted Middle Eastern supply sends buyers as far as South Korea.
Rituals generated €2.43bn in revenue, then decided 1,500 physical stores needed changing at once
Rituals invests €40m to refit 1,500 boutiques in 30 countries, testing whether physical retail can keep pace with €2.43bn beauty growth across Europe.
Goldman Sachs to buy LCN Capital Partners in up to $410m sale-leaseback deal
Goldman Sachs is paying up to $410m for LCN Capital Partners, adding a $3bn sale-leaseback platform in its second asset management deal in ten days.
Adyen (AMS: ADYEN) jumps 16% as growth guide rises but margins tighten
Adyen surged 16% after raising 2026 growth guidance. Can Talon.One, Orb and AI payments justify the €33bn valuation and higher spending?
NatWest Markets N.V. H1 2026: Balance sheet expands 43% as profit slips to €48m
NatWest Markets N.V. lifted total assets 43% to €40.6bn in H1 2026, yet profit slid to €48m as CET1 dropped to 17.7% and Argentina damages hit USD 1.1bn.
Why argenx is buying Forte Biosciences before FB102 enters its bigger proof stage
argenx agrees to buy Forte Biosciences for $2.2 billion. Read how FB102 could reduce Vyvgart concentration risk and reshape ARGX’s autoimmune strategy.