Browsing Tag
Amsterdam
33 posts
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.
DroneShield (ASX:DRO) lifts FY2026 committed revenue to A$206m as European contracts fill up
DroneShield's A$206M FY2026 committed book already matches 95% of FY2025 revenue, but gross margin at 60% raises questions ahead of 26 August results.
Nebius Group company profile: How the former Yandex parent became an NVIDIA-backed AI cloud contender
Nebius Group has rapidly transformed the international assets retained after the breakup of Yandex into a full-stack artificial intelligence cloud platform. Contracts with Microsoft Corporation and Meta Platforms, Inc., a $2 billion investment from NVIDIA Corporation and sharply accelerating revenue have strengthened its position, but capital intensity, customer concentration and a premium valuation leave little room for execution errors.
Arcadis rejects WSP Global’s first bid, weighs revised €51.5 offer worth €4.4bn
WSP Global's revised €51.5 bid values Arcadis near €4.4bn, but the board rejected the earlier offer with Q2 results due 30 July setting the next test.
Nebius (NASDAQ: NBIS) Nasdaq-100 entry meets the $50bn AI cloud backlog test
Nebius (NASDAQ: NBIS) joins Nasdaq-100 on 22 June with USD 50B in AI cloud backlog. The real test is turning USD 25B capex into ARR fast enough.
Electro Optic Systems (ASX:EOS) rides drone defence demand, but valuation now faces a tougher test
EOS has orders, lasers and Europe ambitions. The harder question is whether defence demand can support a A$2 billion valuation.
Ivanka Trump assassination allegation puts renewed focus on Qasem Soleimani retaliation threats
Iran-linked threats are no longer regional. The alleged Ivanka Trump plot puts Soleimani retaliation fears back inside United States security debate.