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BlackRock stays overweight U.S. equities including SPY, arguing profit revisions offset higher rates and oil. SPY trades at a 12% premium to its estimated intrinsic value with a Mixed Alpha Score.

Intel's confidential IPO filing for Altera comes as GuruFocus GF Value labels the stock 209% overvalued, despite insider buying and a GF Score of 66.

EPA's September 15 announcement to revoke power plant greenhouse gas rules could boost coal demand. Peabody Energy (BTU) remains unprofitable with negative cash flow, insider selling.