After yesterday's interest rate-fueled surge, another analyst is stepping to the sidelines.Shares of ASML Holdings (ASML -3.82%) were falling on Friday, down as much as 4.6% in early-morning trading, before recovering to a 3.4% decline as of 12:45 PM EDT.After Wednesday's 50-basis point interest rate cut spurred a rally on Thursday, ASML gave back most of those gains today, as one analyst moved to the sidelines on the company's shares.Morgan Stanley moves to equal weightSemiconductor analysts at Morgan Stan ...