AI Daily: Anthropic launches AI design tool

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.

CLAUDE DESIGN: Anthropic is launching Claude Design, a new Anthropic Labs product that lets you collaborate with Claude to create polished visual work like designs, prototypes, slides, one-pagers, and more. Claude Design is powered by the company’s Claude Opus 4.7 and is available in research preview for Claude Pro, Max, Team, and Enterprise subscribers. Anthropic is rolling out to users gradually throughout the day. “Claude Design gives designers room to explore widely and everyone else a way to produce visual work. Describe what you need and Claude builds a first version. From there, you refine through conversation, inline comments, direct edits, or custom sliders (made by Claude) until it’s right. When given access, Claude can also apply your team’s design system to every project automatically, so the output is consistent with the rest of your company’s designs,” the company explained. Teams have been using Claude Design for realistic prototypes, product wireframes and mockups, design explorations, pitch decks and presentations, marketing collateral, and frontier design. The Fly notes that shares of Adobe (ADBE) and Figma (FIG) were under pressure Thursday following initial media reports of Anthropic’s AI design tool.

MYTHOS AI: The U.S. government is preparing to make a version of Anthropic PBC’s artificial intelligence model, Mythos, available to major federal agencies amid concerns it could increase cybersecurity risk, according to a memo reviewed by Bloomberg, Jake Bleiberg and Margi Murphy report. The White House Office of Management and Budget is setting up protections to allow agencies to use Mythos, with more information to be provided “in the coming weeks,” according to the report. Anthropic has limited the release of Mythos due to concerns that hackers could weaponize its capabilities to steal data or sabotage victim networks, and has briefed senior U.S. government officials on the model’s capabilities.

COMPELLING PALLADYNE AI: Lake Street analyst Max Michaelis initiated coverage of Palladyne AI (PDYN) with a Buy rating and $11 price target, calling it “one of the most compelling and differentiated small-cap opportunities in the defense technology space” combining patented swarming autonomy software, proprietary loitering munitions and cruise-class autonomous systems, next-generation avionics, and certified U.S.-based precision manufacturing. Given robust defense spending and rising demand for attritable, collaborative drone systems, the firm believes “Palladyne is squarely positioned at the center of where U.S. defense spending is headed,” the analyst tells investors.

BUY SHARONAI: Lucid Capital initiated coverage of SharonAI (SHAZ) with a Buy rating and $50 price target. Demand for AI infrastructure capacity is growing faster than new data centers can be built and SharonAI is “uniquely well positioned to supply AI compute to a supply-constrained Asia Pacific market,” the firm tells investors in a research note. Lucid says the company’s strategy of deploying graphics processing unit clusters within existing data centers enables it to deploy AI compute quickly at scale. The firm sees “substantial” revenue growth for SharonAI as contracted deployments come online in the coming months and quarters.