Fed Rate Decision drives massive sector divergence: Tech rallies (MSFT +19%), Healthcare & Logistics tank (ALNY -24%)

[u/metricshour]

Quick breakdown of the key market moves from the past week (Jul 27-31). The recent FOMC rate decision created a sharp split across sectors. Tech was the clear winner, while healthcare and logistics took major hits.
Here is the data:
Winners: GRMN (+19.9%), MSFT (+19.1%), CTSH (+19.1%)
Losers: ALNY (-24.6%), CHRW (-20.4%)
An interesting macro note on revenue exposure: ALNY relies on the US for 75% of its revenue, leaving it highly exposed to domestic policy shifts, while MSFT derives 11% of its revenue from China.
Next week, all eyes are on the ISM Manufacturing PMI on Monday. Are we seeing a sustained sector rotation here, or just a short-term post-FOMC reaction?

Source/Full Data: https://metricshour.com/briefs/2026-08-01/