ASML Holding (ASML) shares hit a 2-year high on Monday after Bernstein analysts upgraded the semiconductor equipment maker to "Buy" from "Neutral". Bernstein cited an attractive valuation compared to peers. Advanced Micro Devices (AMD) shares fell after Northland downgraded the stock to "Market Perform". The firm believes generative AI hype inflated AMD's valuation, with the actual opportunity more muted than markets anticipate. Super Micro Computer (SMCI) continues to extend record highs set last Friday. The company forecasts surging generative AI demand will drive quarterly results far beyond expectations. Yahoo Finance's Rachelle Akuffo and Akiko Fujita break down the details of these trending tickers. For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live. Editor's note: This article was written by Angel Smith

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