Cerebras drew new Ark purchases as a short seller questioned chip durability, power use, and deal economics. The article presents allegations, not independent confirmation, so it does not establish a change in the company's outlook.
Ark's buying shows interest, but it does not answer the concerns about Cerebras's chips and customer deal. Those concerns come from a short seller, and the article does not confirm them independently. The claims still raise questions, but the article does not establish that Cerebras's business has changed. That leaves the story without a clear reason to change the outlook.
Joby received another Ark purchase, and cited estimates expect higher sales and a smaller loss. Differing analyst views and estimates ahead of its results do not confirm a change in the company's outlook.
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