Albemarle (ALB), Solventum (SOLV), and Merck (MRK) were the top performers in the S&P 500 over the last month. The general trend here is beaten-down stocks recovering on specific company news. Albemarle is up 39%. They beat Q3 estimates earlier in November. While EV sales are sluggish, lithium demand for battery storage and solar systems is growing. Solventum is up 25%. The recent 3M spinoff beat Q3 forecasts and raised guidance. They also announced a $1 billion share buyback program which helped the momentum. Merck is up 22%. Keytruda sales rose 10% to over $8 billion for the quarter. Management raised their 2025 earnings outlook based on the revenue growth and cost cuts.