(This is CNBC Pro’s live coverage of Thursday’s analyst calls and Wall Street chatter. Please refresh every 20-30 minutes to view the latest posts.) A chipmaking giant and Instagram’s parent company were among the stocks being talked about by analysts on Thursday. Stifel raised its price target on Nvidia to $165, implying more than 20% upside. Meanwhile, KeyBanc increased its Meta Platforms target to $540. Check out the latest calls and chatter below. All times ET. 6:06 a.m.: Stifel raises its price target for shares of Nvidia Stifel raised its price target for Nvidia in a recent note. The financial firm stood by its buy rating for the graphics processing unit manufacturer and artificial intelligence beneficiary and upped its price target in the wake of the company’s recent stock split. Analyst Ruben Roy’s updated forecast of $165, up from $114 — adjusted for a recent 10-1 split — means that shares could rise 22% from Tuesday’s close. Shares of Nvidia, a Wall Street darling, have soared nearly 174% this year. Roy added that his new price target was also based on his new earnings estimate for the fiscal year 2027. Additionally, he underscored Nvidia’s leading position in high-yield markets as a catalyst, as long as a “longer-term opportunity funnel that could approach $1 trillion,” he wrote. “We expect the majority of near-to-medium term opportunities will come from high-performance computing, hyperscale and cloud data center, and enterprise and edge computing,” the analyst added. “While we continue to view NVDA’s exposure to Gaming, Automotive and Professional Visualization favorably, the shift from general purpose compute to accelerated compute represents the company’s most significant revenue and profitability growth opportunity over the next several years, in our view.” — Lisa Kailai Han 6:06 a.m.: KeyBanc raises Meta Platforms price target Strong ad momentum will drive more gains for Meta Platforms shares, according to KeyBanc. Analyst Justin Patterson raised his price target on the social media giant to $540 from $475, reiterating his overweight rating on the stock. The updated forecast implies upside of 8.1%. This quarter, “we have seen a meaningful uptick in Meta ad prices. We believe this reflects ongoing progress with AI across engagement, ad relevance, and advertiser returns,” Patterson wrote. “Further, we have seen daily trends look strong through mid-June and suggest an even faster acceleration. … Taken together, we believe this is a sign that ROI remains attractive and advertisers are seeing returns from Meta’s AI products.” Meta has rallied more than 41% year to date, as investors continue betting on artificial intelligence boosting corporate profits. META YTD mountain — Fred Imbert