BEGIN:VCALENDAR VERSION:2.0 PRODID:-//What Led To//Upcoming catalysts//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:What Led To · what to watch next BEGIN:VEVENT UID:spacex-starship-test-flights-2026-09-01-RmxpZ2h0IDE0IHBs@whatledto.co m DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20260901 DTEND;VALUE=DATE:20260902 SUMMARY:Flight 14 planned as Starship's first orbital mission (date TBC) DESCRIPTION:SpaceX plans to attempt orbital insertion with Ship 41 and Bo oster 21 and deploy operational Starlink V3 satellites\; both stages are expected to splash down.\nTimeline: SpaceX Starship Test Flights: From the First Launch to Orbit https://whatledto.com/events/spacex-starship-t est-flights\nSource: https://www.space.com/space-exploration/launches-sp acecraft/spacex-fires-up-starship-ahead-of-megarockets-1st-orbital-fligh t-video\nOnly the month is known\; the exact date will be updated on the timeline. URL:https://whatledto.com/events/spacex-starship-test-flights CATEGORIES:SpaceX Starship Test Flights: From the First Launch to Orbit END:VEVENT BEGIN:VEVENT UID:fed-rate-path-2025-2026-2026-09-01-QXVndXN0IENQSSBh@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20260901 DTEND;VALUE=DATE:20260902 SUMMARY:August CPI and PPI reports (date TBC) DESCRIPTION:The upcoming inflation releases could alter market expectatio ns for whether the FOMC raises rates in September after the stronger-tha n-expected August jobs report.\nTimeline: The Fed's Rate Path: From the 2024 Cuts to Warsh's First Meetings https://whatledto.com/events/fed-rat e-path-2025-2026\nSource: https://www.cnbc.com/2026/09/04/jobs-report-au gust-2026.html\nOnly the month is known\; the exact date will be updated on the timeline. URL:https://whatledto.com/events/fed-rate-path-2025-2026 CATEGORIES:The Fed's Rate Path: From the 2024 Cuts to Warsh's First Meeti ngs END:VEVENT BEGIN:VEVENT UID:apple-ceo-succession-2026-09-09-U3BlY2lhbCBBcHBs@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20260909 DTEND;VALUE=DATE:20260910 SUMMARY:Special Apple Event DESCRIPTION:This is the first scheduled Apple Event after Ternus became C EO and an early public event under his leadership.\nTimeline: Apple CEO Succession: How Tim Cook Handed Apple to John Ternus https://whatledto.c om/events/apple-ceo-succession\nSource: https://developer.apple.com/hell o/september26/ URL:https://whatledto.com/events/apple-ceo-succession CATEGORIES:Apple CEO Succession: How Tim Cook Handed Apple to John Ternus END:VEVENT BEGIN:VEVENT UID:iphone-generations-2026-09-09-QXBwbGUg4oCcU3Vy@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20260909 DTEND;VALUE=DATE:20260910 SUMMARY:Apple “Surprise and Shine” event DESCRIPTION:Apple is scheduled to hold its first iPhone launch event unde r John Ternus\, where reporting points to possible iPhone 18 Pro and fol ding-iPhone announcements.\nTimeline: Every iPhone Launch: From the 2007 Original to the September 2026 Event https://whatledto.com/events/iphon e-generations\nSource: https://developer.apple.com/hello/september26/ URL:https://whatledto.com/events/iphone-generations CATEGORIES:Every iPhone Launch: From the 2007 Original to the September 2 026 Event END:VEVENT BEGIN:VEVENT UID:social-security-2027-cola-2026-09-11-QkxTIHJlbGVhc2Ug@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20260911 DTEND;VALUE=DATE:20260912 SUMMARY:BLS release of August CPI-W DESCRIPTION:The August reading is the second of the three third-quarter i nflation data points used to calculate the 2027 Social Security COLA and could shift current forecasts.\nTimeline: Social Security's Next Raise: From the 2.5% COLA to the 2027 Announcement https://whatledto.com/event s/social-security-2027-cola\nSource: https://www.fool.com/retirement/202 6/09/02/social-securitys-2027-cola-what-we-know-so-far-and/ URL:https://whatledto.com/events/social-security-2027-cola CATEGORIES:Social Security's Next Raise: From the 2.5% COLA to the 2027 A nnouncement END:VEVENT BEGIN:VEVENT UID:amd-china-export-controls-2026-09-11-QU1EIHRvIHBhcnRp@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20260911 DTEND;VALUE=DATE:20260912 SUMMARY:AMD to participate in Goldman Sachs Communacopia conference DESCRIPTION:AMD could clarify the status and financial impact of China-bo und Instinct-chip shipments and approvals.\nTimeline: US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X https://whatledto.com/events/amd-china-export-controls\nSource: https:// ir.amd.com/news-events/press-releases/detail/1289/amd-to-report-fiscal-s econd-quarter-2026-financial-results URL:https://whatledto.com/events/amd-china-export-controls CATEGORIES:US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X END:VEVENT BEGIN:VEVENT UID:fed-rate-path-2025-2026-2026-09-16-U2VwdGVtYmVyIDE1@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20260916 DTEND;VALUE=DATE:20260917 SUMMARY:September 15-16 FOMC meeting and updated projections DESCRIPTION:This will be Warsh's first FOMC meeting with new projections\ , with traders recently assigning roughly a 60 percent probability to a quarter-point increase.\nTimeline: The Fed's Rate Path: From the 2024 Cu ts to Warsh's First Meetings https://whatledto.com/events/fed-rate-path- 2025-2026\nSource: https://www.cnbc.com/2026/09/04/jobs-report-august-20 26.html URL:https://whatledto.com/events/fed-rate-path-2025-2026 CATEGORIES:The Fed's Rate Path: From the 2024 Cuts to Warsh's First Meeti ngs END:VEVENT BEGIN:VEVENT UID:us-tariff-refund-litigation-2026-09-18-Q0JQIGVuaGFuY2Vk@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20260918 DTEND;VALUE=DATE:20260919 SUMMARY:CBP enhanced Form 5106 enforcement begins DESCRIPTION:Importer-of-record numbers may be voided for inaccurate data\ , which could affect ACE and CAPE refund access or payments.\nTimeline: IEEPA Tariff Refunds: From the Supreme Court Ruling to the Console Lawsu its https://whatledto.com/events/us-tariff-refund-litigation\nSource: ht tps://www.govinfo.gov/content/pkg/FR-2026-08-19/pdf/2026-16911.pdf URL:https://whatledto.com/events/us-tariff-refund-litigation CATEGORIES:IEEPA Tariff Refunds: From the Supreme Court Ruling to the Con sole Lawsuits END:VEVENT BEGIN:VEVENT UID:us-layoffs-register-2025-2026-2026-09-21-VC1Nb2JpbGXigJlz@whatledto.c om DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20260921 DTEND;VALUE=DATE:20260922 SUMMARY:T-Mobile’s Washington layoffs begin under WARN notices DESCRIPTION:The announced closures and layoffs are scheduled to occur bet ween September 21 and November 18\, providing a near-term measure of the carrier’s digital-first restructuring.\nTimeline: Who Cut Jobs When: A Register of Major U.S. Layoffs\, 2025 to 2026 https://whatledto.com/even ts/us-layoffs-register-2025-2026\nSource: https://www.spokesman.com/stor ies/2026/aug/27/t-mobile-announces-layoffs-in-tacoma-and-other-wa-/ URL:https://whatledto.com/events/us-layoffs-register-2025-2026 CATEGORIES:Who Cut Jobs When: A Register of Major U.S. Layoffs\, 2025 to 2026 END:VEVENT BEGIN:VEVENT UID:trump-accounts-rollout-2026-09-25-UHVibGljLWNvbW1l@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20260925 DTEND;VALUE=DATE:20260926 SUMMARY:Public-comment deadline for employer Trump Account rules DESCRIPTION:The feedback could shape the requirements\, nondiscrimination tests\, and reporting obligations that determine how employer matches o perate.\nTimeline: Trump Accounts: From the 2025 Tax Law to the July 202 6 Launch and the Employer Matches https://whatledto.com/events/trump-acc ounts-rollout\nSource: https://www.irs.gov/irb/2026-37_irb URL:https://whatledto.com/events/trump-accounts-rollout CATEGORIES:Trump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Employer Matches END:VEVENT BEGIN:VEVENT UID:apple-ceo-succession-2026-09-26-VGltIENvb2vigJlz@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20260926 DTEND;VALUE=DATE:20260927 SUMMARY:Tim Cook’s executive-chair salary becomes effective DESCRIPTION:Cook’s $2 million executive-chair salary begins under the com pensation arrangement Apple disclosed on Ternus’s first day as CEO.\nTim eline: Apple CEO Succession: How Tim Cook Handed Apple to John Ternus ht tps://whatledto.com/events/apple-ceo-succession\nSource: https://www.sec .gov/Archives/edgar/data/320193/000114036126035325/ef20081427_8ka.htm URL:https://whatledto.com/events/apple-ceo-succession CATEGORIES:Apple CEO Succession: How Tim Cook Handed Apple to John Ternus END:VEVENT BEGIN:VEVENT UID:openai-frontier-model-releases-2026-09-29-T3BlbkFJIERldkRh@whatledto. com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20260929 DTEND;VALUE=DATE:20260930 SUMMARY:OpenAI DevDay 2026 DESCRIPTION:OpenAI's next announced developer event could bring frontier- model\, API\, or safety updates.\nTimeline: OpenAI Frontier Models: From GPT-4 to GPT-6 Astra https://whatledto.com/events/openai-frontier-model -releases\nSource: https://openai.com/index/devday-2026/ URL:https://whatledto.com/events/openai-frontier-model-releases CATEGORIES:OpenAI Frontier Models: From GPT-4 to GPT-6 Astra END:VEVENT BEGIN:VEVENT UID:student-loan-repayment-overhaul-2026-09-30-QXV0by1wYXkgZGVh@whatledto .com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20260930 DTEND;VALUE=DATE:20261001 SUMMARY:Auto-pay deadline for temporary one-point interest-rate reduction DESCRIPTION:Borrowers who enroll in auto pay by this date can receive a 1 percentage point interest-rate reduction through June 30\, 2028.\nTimel ine: Student Loans After SAVE: From the Court Block to the Repayment Ass istance Plan https://whatledto.com/events/student-loan-repayment-overhau l\nSource: https://www.ed.gov/about/news/press-release/us-department-of- education-announces-student-loan-interest-rate-reduction URL:https://whatledto.com/events/student-loan-repayment-overhaul CATEGORIES:Student Loans After SAVE: From the Court Block to the Repaymen t Assistance Plan END:VEVENT BEGIN:VEVENT UID:amd-instinct-ai-gpus-2026-10-01-T3BlbkFJIGV4cGVj@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261001 DTEND;VALUE=DATE:20261002 SUMMARY:OpenAI expects Helios operations to begin (date TBC) DESCRIPTION:This is the first operating milestone for OpenAI's planned 6- gigawatt AMD GPU deployment\, with deployments expected to accelerate du ring 2027.\nTimeline: AMD Instinct: From MI300X to Helios and the Gigawa tt Deals https://whatledto.com/events/amd-instinct-ai-gpus\nSource: http s://ir.amd.com/news-events/press-releases/detail/1294/aai-2026-amd-deliv ers-full-stack-compute-for-the-agentic-ai-era\nOnly the month is known\; the exact date will be updated on the timeline. URL:https://whatledto.com/events/amd-instinct-ai-gpus CATEGORIES:AMD Instinct: From MI300X to Helios and the Gigawatt Deals END:VEVENT BEGIN:VEVENT UID:medicare-advantage-2027-2026-10-01-MjAyNyBtYXJrZXRp@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261001 DTEND;VALUE=DATE:20261002 SUMMARY:2027 marketing-rule changes take effect DESCRIPTION:CMS’s rollback of the 48-hour scope-of-appointment waiting pe riod becomes effective\, changing how plans and agents may market ahead of and during enrollment.\nTimeline: Medicare Advantage's Retreat: From the 2026 Rate Hike to the 2027 Plan Exits and Open Enrollment https://wh atledto.com/events/medicare-advantage-2027\nSource: https://www.cms.gov/ newsroom/fact-sheets/contract-year-2027-medicare-advantage-part-d-final- rule URL:https://whatledto.com/events/medicare-advantage-2027 CATEGORIES:Medicare Advantage's Retreat: From the 2026 Rate Hike to the 2 027 Plan Exits and Open Enrollment END:VEVENT BEGIN:VEVENT UID:medicare-advantage-2027-2026-10-02-RGVhZGxpbmUgZm9y@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261002 DTEND;VALUE=DATE:20261003 SUMMARY:Deadline for 2027 MA plan non-renewal letters DESCRIPTION:Members in discontinued plans should receive notice of their options before open enrollment\, including possible Medigap guaranteed-i ssue rights if they return to Original Medicare.\nTimeline: Medicare Adv antage's Retreat: From the 2026 Rate Hike to the 2027 Plan Exits and Ope n Enrollment https://whatledto.com/events/medicare-advantage-2027\nSourc e: https://247wallst.com/personal-finance/2026/09/05/insurers-have-alrea dy-told-wall-street-which-advantage-plans-die-on-december-31-members-are -the-last-to-know-and-the-letter-isnt-due-until-october-2/ URL:https://whatledto.com/events/medicare-advantage-2027 CATEGORIES:Medicare Advantage's Retreat: From the 2026 Rate Hike to the 2 027 Plan Exits and Open Enrollment END:VEVENT BEGIN:VEVENT UID:trump-accounts-rollout-2026-10-13-T01CIGNvbW1lbnQg@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261013 DTEND;VALUE=DATE:20261014 SUMMARY:OMB comment deadline for employer contribution rule paperwork DESCRIPTION:OMB review covers the paperwork burden for employers and trus tees\, a practical determinant of whether companies adopt contribution p rograms.\nTimeline: Trump Accounts: From the 2025 Tax Law to the July 20 26 Launch and the Employer Matches https://whatledto.com/events/trump-ac counts-rollout\nSource: https://www.irs.gov/irb/2026-37_irb URL:https://whatledto.com/events/trump-accounts-rollout CATEGORIES:Trump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Employer Matches END:VEVENT BEGIN:VEVENT UID:social-security-2027-cola-2026-10-14-U2VwdGVtYmVyIENQ@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261014 DTEND;VALUE=DATE:20261015 SUMMARY:September CPI-W release and planned 2027 COLA announcement DESCRIPTION:The September reading completes the third-quarter CPI-W avera ge\, and SSA is expected to announce the final 2027 COLA that day.\nTime line: Social Security's Next Raise: From the 2.5% COLA to the 2027 Annou ncement https://whatledto.com/events/social-security-2027-cola\nSource: https://www.fool.com/retirement/2026/09/02/social-securitys-2027-cola-wh at-we-know-so-far-and/ URL:https://whatledto.com/events/social-security-2027-cola CATEGORIES:Social Security's Next Raise: From the 2.5% COLA to the 2027 A nnouncement END:VEVENT BEGIN:VEVENT UID:medicare-advantage-2027-2026-10-15-TWVkaWNhcmUgb3Bl@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261015 DTEND;VALUE=DATE:20261016 SUMMARY:Medicare open enrollment opens for 2027 coverage DESCRIPTION:Beneficiaries can change MA or Part D coverage as insurer exi ts\, benefit revisions\, premiums\, and ratings become available\; the p eriod runs through December 7.\nTimeline: Medicare Advantage's Retreat: From the 2026 Rate Hike to the 2027 Plan Exits and Open Enrollment https ://whatledto.com/events/medicare-advantage-2027\nSource: https://247wall st.com/personal-finance/2026/09/05/insurers-have-already-told-wall-stree t-which-advantage-plans-die-on-december-31-members-are-the-last-to-know- and-the-letter-isnt-due-until-october-2/ URL:https://whatledto.com/events/medicare-advantage-2027 CATEGORIES:Medicare Advantage's Retreat: From the 2026 Rate Hike to the 2 027 Plan Exits and Open Enrollment END:VEVENT BEGIN:VEVENT UID:trump-accounts-rollout-2026-10-15-VHJlYXN1cnkgYW5k@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261015 DTEND;VALUE=DATE:20261016 SUMMARY:Treasury and IRS hearing on employer Trump Account rules DESCRIPTION:The hearing is the next scheduled forum for employers\, payro ll providers\, and other stakeholders to press for changes before final rules.\nTimeline: Trump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Employer Matches https://whatledto.com/events/trump-acco unts-rollout\nSource: https://www.irs.gov/irb/2026-37_irb URL:https://whatledto.com/events/trump-accounts-rollout CATEGORIES:Trump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Employer Matches END:VEVENT BEGIN:VEVENT UID:trump-accounts-rollout-2026-10-20-Q29tbWVudCBkZWFk@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261020 DTEND;VALUE=DATE:20261021 SUMMARY:Comment deadline for Trump Account investment rules DESCRIPTION:The final investment rules will affect which funds trustees c an offer and how the program moves beyond its SPYM default.\nTimeline: T rump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Emp loyer Matches https://whatledto.com/events/trump-accounts-rollout\nSourc e: https://www.irs.gov/newsroom/treasury-irs-issue-proposed-regulations- on-eligible-investments-for-trump-accounts-under-the-working-families-ta x-cuts URL:https://whatledto.com/events/trump-accounts-rollout CATEGORIES:Trump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Employer Matches END:VEVENT BEGIN:VEVENT UID:openai-frontier-model-releases-2026-10-23-UmV0aXJlbWVudCBv@whatledto. com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261023 DTEND;VALUE=DATE:20261024 SUMMARY:Retirement of legacy GPT-4 and selected API model snapshots DESCRIPTION:OpenAI plans to remove older API models and snapshots\, with GPT-5.6 variants named as migration replacements.\nTimeline: OpenAI Fron tier Models: From GPT-4 to GPT-6 Astra https://whatledto.com/events/open ai-frontier-model-releases\nSource: https://developers.openai.com/api/do cs/deprecations URL:https://whatledto.com/events/openai-frontier-model-releases CATEGORIES:OpenAI Frontier Models: From GPT-4 to GPT-6 Astra END:VEVENT BEGIN:VEVENT UID:us-tariff-refund-litigation-2026-11-05-U29ueSBhbm5vdW5j@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261105 DTEND;VALUE=DATE:20261106 SUMMARY:Sony announces FY2026 second-quarter earnings DESCRIPTION:Sony may update investors on tariff-refund receipts\, remaini ng claims\, or exposure from the PlayStation consumer litigation.\nTimel ine: IEEPA Tariff Refunds: From the Supreme Court Ruling to the Console Lawsuits https://whatledto.com/events/us-tariff-refund-litigation\nSourc e: https://www.sony.com/en/SonyInfo/IR/news/IR_Schedule2026_E.pdf URL:https://whatledto.com/events/us-tariff-refund-litigation CATEGORIES:IEEPA Tariff Refunds: From the Supreme Court Ruling to the Con sole Lawsuits END:VEVENT BEGIN:VEVENT UID:nvidia-china-export-controls-2026-11-30-TlZJRElBIEdUQyBX@whatledto.co m DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261130 DTEND;VALUE=DATE:20261201 SUMMARY:NVIDIA GTC Washington\, D.C. begins DESCRIPTION:The scheduled conference could provide public updates on H200 licensing\, Chinese restrictions\, and Nvidia’s China data-center sales plans.\nTimeline: US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200 https://whatledto.com/events/nvidia-china-export-controls \nSource: https://www.nvidia.com/gtc/dc/ URL:https://whatledto.com/events/nvidia-china-export-controls CATEGORIES:US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200 END:VEVENT BEGIN:VEVENT UID:openai-frontier-model-releases-2026-12-11-UmV0aXJlbWVudCBv@whatledto. com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261211 DTEND;VALUE=DATE:20261212 SUMMARY:Retirement of older GPT-5 and o3 API snapshots DESCRIPTION:The scheduled removals would further shift API users from ear lier GPT-5 and o3 models to GPT-5.6 Sol\, Terra\, and Luna.\nTimeline: O penAI Frontier Models: From GPT-4 to GPT-6 Astra https://whatledto.com/e vents/openai-frontier-model-releases\nSource: https://developers.openai. com/api/docs/deprecations URL:https://whatledto.com/events/openai-frontier-model-releases CATEGORIES:OpenAI Frontier Models: From GPT-4 to GPT-6 Astra END:VEVENT BEGIN:VEVENT UID:tesla-cybercab-robotaxi-2026-12-18-RGVhZGxpbmUgdG8g@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261218 DTEND;VALUE=DATE:20261219 SUMMARY:Deadline to begin permitted Clark County robotaxi operations DESCRIPTION:Nevada’s approval requires Tesla to begin paid driverless rob otaxi operations in Clark County within 120 days of the August 20 permit decision\, or risk losing the authorization.\nTimeline: Tesla Robotaxi and Cybercab: From the 2019 Promise to Driverless Rides https://whatledt o.com/events/tesla-cybercab-robotaxi\nSource: https://www.business.nv.go v/news-media/press-releases/2026/ntata/nevada-transportation-authority-a pproves-autonomous-vehicle-network-applications-for-tesla-waymo-and-avia ri/ URL:https://whatledto.com/events/tesla-cybercab-robotaxi CATEGORIES:Tesla Robotaxi and Cybercab: From the 2019 Promise to Driverle ss Rides END:VEVENT BEGIN:VEVENT UID:medicare-advantage-2027-2026-12-31-RGlzY29udGludWVk@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261231 DTEND;VALUE=DATE:20270101 SUMMARY:Discontinued 2027 Medicare Advantage plans end DESCRIPTION:UnitedHealthcare\, Humana\, Presbyterian\, and other insurers ’ non-renewed plans are set to end\, making members’ enrollment choices consequential.\nTimeline: Medicare Advantage's Retreat: From the 2026 Ra te Hike to the 2027 Plan Exits and Open Enrollment https://whatledto.com /events/medicare-advantage-2027\nSource: https://247wallst.com/personal- finance/2026/09/05/insurers-have-already-told-wall-street-which-advantag e-plans-die-on-december-31-members-are-the-last-to-know-and-the-letter-i snt-due-until-october-2/ URL:https://whatledto.com/events/medicare-advantage-2027 CATEGORIES:Medicare Advantage's Retreat: From the 2026 Rate Hike to the 2 027 Plan Exits and Open Enrollment END:VEVENT BEGIN:VEVENT UID:us-layoffs-register-2025-2026-2026-12-31-Q2hldnJvbuKAmXMg@whatledto.c om DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20261231 DTEND;VALUE=DATE:20270101 SUMMARY:Chevron’s planned workforce-reduction target reaches its year-end deadline DESCRIPTION:Chevron said it would reduce 15% to 20% of its roughly 45\,00 0-person global workforce by the end of 2026\, so year-end disclosures m ay show the completed scale.\nTimeline: Who Cut Jobs When: A Register of Major U.S. Layoffs\, 2025 to 2026 https://whatledto.com/events/us-layof fs-register-2025-2026\nSource: https://www.offshore-technology.com/news/ chevron-cut-15-20-workforce-2026/ URL:https://whatledto.com/events/us-layoffs-register-2025-2026 CATEGORIES:Who Cut Jobs When: A Register of Major U.S. Layoffs\, 2025 to 2026 END:VEVENT BEGIN:VEVENT UID:amd-instinct-ai-gpus-2027-01-01-QW50aHJvcGljJ3Mg@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20270101 DTEND;VALUE=DATE:20270102 SUMMARY:Anthropic's first 1-gigawatt MI450 deployment is due to begin (da te TBC) DESCRIPTION:The first-half 2027 start is the initial delivery milestone u nder Anthropic's agreement for up to 2 gigawatts of MI450 GPUs in Helios systems.\nTimeline: AMD Instinct: From MI300X to Helios and the Gigawat t Deals https://whatledto.com/events/amd-instinct-ai-gpus\nSource: https ://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-a nnounce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinc t-mi450-series-gpus\nOnly the month is known\; the exact date will be up dated on the timeline. URL:https://whatledto.com/events/amd-instinct-ai-gpus CATEGORIES:AMD Instinct: From MI300X to Helios and the Gigawatt Deals END:VEVENT BEGIN:VEVENT UID:intel-foundry-18a-2027-01-01-SW50ZWwgMTRBIGV4@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20270101 DTEND;VALUE=DATE:20270102 SUMMARY:Intel 14A external design commitments expand (date TBC) DESCRIPTION:A significant external 14A customer commitment is central to Intel's stated basis for continued investment in the node.\nTimeline: In tel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake https://wh atledto.com/events/intel-foundry-18a\nSource: https://download.intel.com /newsroom/2026/earnings/1Q2026-Earnings-Call.pdf\nOnly the month is know n\; the exact date will be updated on the timeline. URL:https://whatledto.com/events/intel-foundry-18a CATEGORIES:Intel Foundry and 18A: From IDM 2.0 to a Government-Owned Stak e END:VEVENT BEGIN:VEVENT UID:nvidia-acquisitions-2027-01-01-TlZJRElBIGV4cGVj@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20270101 DTEND;VALUE=DATE:20270102 SUMMARY:NVIDIA expects Hugging Face acquisition to close in first half of 2027 (date TBC) DESCRIPTION:Closing would turn NVIDIA’s announced $11.9 billion purchase and employee-retention arrangement into its completed ownership of the m ajor open-model platform.\nTimeline: Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face https://whatledto.com/ev ents/nvidia-acquisitions\nSource: https://www.sec.gov/Archives/edgar/dat a/1045810/000104581026000078/nvda-20260902.htm\nOnly the month is known\ ; the exact date will be updated on the timeline. URL:https://whatledto.com/events/nvidia-acquisitions CATEGORIES:Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to G roq and Hugging Face END:VEVENT BEGIN:VEVENT UID:social-security-2027-cola-2027-01-01-MjAyNyBTb2NpYWwg@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20270101 DTEND;VALUE=DATE:20270102 SUMMARY:2027 Social Security COLA takes effect (date TBC) DESCRIPTION:The adjustment announced in October is scheduled to raise Soc ial Security payments beginning in January 2027.\nTimeline: Social Secur ity's Next Raise: From the 2.5% COLA to the 2027 Announcement https://wh atledto.com/events/social-security-2027-cola\nSource: https://www.fool.c om/retirement/2026/09/02/social-securitys-2027-cola-what-we-know-so-far- and/\nOnly the month is known\; the exact date will be updated on the ti meline. URL:https://whatledto.com/events/social-security-2027-cola CATEGORIES:Social Security's Next Raise: From the 2.5% COLA to the 2027 A nnouncement END:VEVENT BEGIN:VEVENT UID:us-tariff-refund-litigation-2027-02-04-U29ueSBhbm5vdW5j@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20270204 DTEND;VALUE=DATE:20270205 SUMMARY:Sony announces FY2026 third-quarter earnings DESCRIPTION:This is Sony's next scheduled reporting date for updates on I EEPA refund proceeds or related consumer litigation.\nTimeline: IEEPA Ta riff Refunds: From the Supreme Court Ruling to the Console Lawsuits http s://whatledto.com/events/us-tariff-refund-litigation\nSource: https://ww w.sony.com/en/SonyInfo/IR/news/IR_Schedule2026_E.pdf URL:https://whatledto.com/events/us-tariff-refund-litigation CATEGORIES:IEEPA Tariff Refunds: From the Supreme Court Ruling to the Con sole Lawsuits END:VEVENT BEGIN:VEVENT UID:nvidia-acquisitions-2027-03-14-TlZJRElBIEdUQyAy@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20270314 DTEND;VALUE=DATE:20270315 SUMMARY:NVIDIA GTC 2027 begins in San Jose DESCRIPTION:It is NVIDIA’s next major developer conference after the expe cted Hugging Face closing window and a likely venue for substantive inte gration\, open-platform and dealmaking disclosures.\nTimeline: Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Fac e https://whatledto.com/events/nvidia-acquisitions\nSource: https://www. nvidia.com/gtc/faq/ URL:https://whatledto.com/events/nvidia-acquisitions CATEGORIES:Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to G roq and Hugging Face END:VEVENT BEGIN:VEVENT UID:nvidia-china-export-controls-2027-03-14-TlZJRElBIEdUQyAy@whatledto.co m DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20270314 DTEND;VALUE=DATE:20270315 SUMMARY:NVIDIA GTC 2027 in San Jose begins DESCRIPTION:Nvidia’s flagship conference may provide a further management update on China data-center restrictions and licensed H200 shipments.\n Timeline: US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200 https://whatledto.com/events/nvidia-china-export-controls\nSource: https://www.nvidia.com/gtc/faq/ URL:https://whatledto.com/events/nvidia-china-export-controls CATEGORIES:US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200 END:VEVENT BEGIN:VEVENT UID:apple-ceo-succession-2027-03-15-Rmlyc3QgdHJhbmNo@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20270315 DTEND;VALUE=DATE:20270316 SUMMARY:First tranche of Ternus’s transition RSUs is scheduled to vest DESCRIPTION:This is the first stated vesting date for the transition equi ty award associated with Ternus’s move to CEO.\nTimeline: Apple CEO Succ ession: How Tim Cook Handed Apple to John Ternus https://whatledto.com/e vents/apple-ceo-succession\nSource: https://www.sec.gov/Archives/edgar/d ata/320193/000114036126035362/xslF345X06/form4.xml URL:https://whatledto.com/events/apple-ceo-succession CATEGORIES:Apple CEO Succession: How Tim Cook Handed Apple to John Ternus END:VEVENT BEGIN:VEVENT UID:nvidia-datacenter-gpu-roadmap-2027-03-15-R1RDIDIwMjcgaW4g@whatledto.c om DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20270315 DTEND;VALUE=DATE:20270316 SUMMARY:GTC 2027 in San Jose DESCRIPTION:NVIDIA's annual conference is a scheduled venue where it coul d provide further details on Rubin Ultra and the Feynman roadmap.\nTimel ine: Nvidia Data Center GPUs: Hopper\, Blackwell and Vera Rubin https:// whatledto.com/events/nvidia-datacenter-gpu-roadmap\nSource: https://www. nvidia.com/gtc/ URL:https://whatledto.com/events/nvidia-datacenter-gpu-roadmap CATEGORIES:Nvidia Data Center GPUs: Hopper\, Blackwell and Vera Rubin END:VEVENT BEGIN:VEVENT UID:spacex-starship-test-flights-2027-06-01-U3RhcnNoaXAgSExT@whatledto.co m DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20270601 DTEND;VALUE=DATE:20270602 SUMMARY:Starship HLS sustaining-lander Critical Design Review anticipated (date TBC) DESCRIPTION:The review is a formal development checkpoint for the Starshi p version intended to support the post-demonstration lunar-landing archi tecture.\nTimeline: SpaceX Starship Test Flights: From the First Launch to Orbit https://whatledto.com/events/spacex-starship-test-flights\nSour ce: https://oig.nasa.gov/wp-content/uploads/2026/03/final-report-ig-26-0 04-nasas-management-of-the-human-landing-system-contracts.pdf\nOnly the month is known\; the exact date will be updated on the timeline. URL:https://whatledto.com/events/spacex-starship-test-flights CATEGORIES:SpaceX Starship Test Flights: From the First Launch to Orbit END:VEVENT BEGIN:VEVENT UID:nvidia-datacenter-gpu-roadmap-2027-07-01-UnViaW4gVWx0cmEg@whatledto.c om DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20270701 DTEND;VALUE=DATE:20270702 SUMMARY:Rubin Ultra enters NVIDIA's stated second-half-2027 window (date TBC) DESCRIPTION:NVIDIA has scheduled Rubin Ultra systems for the second half of 2027\, making this the next disclosed platform transition after Vera Rubin.\nTimeline: Nvidia Data Center GPUs: Hopper\, Blackwell and Vera R ubin https://whatledto.com/events/nvidia-datacenter-gpu-roadmap\nSource: https://blogs.nvidia.com/blog/nvidia-keynote-at-gtc-2025-ai-news-live-u pdates/\nOnly the month is known\; the exact date will be updated on the timeline. URL:https://whatledto.com/events/nvidia-datacenter-gpu-roadmap CATEGORIES:Nvidia Data Center GPUs: Hopper\, Blackwell and Vera Rubin END:VEVENT BEGIN:VEVENT UID:hbm-memory-supply-2028-10-01-U0sgaHluaXggSW5k@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20281001 DTEND;VALUE=DATE:20281002 SUMMARY:SK hynix Indiana packaging-plant cleanroom due (date TBC) DESCRIPTION:Completion of the cleanroom is the next dated construction mi lestone before SK hynix plans next-generation HBM production at the Indi ana site.\nTimeline: HBM Supply Race: SK hynix\, Samsung and Micron from HBM3E to HBM4E https://whatledto.com/events/hbm-memory-supply\nSource: https://news.skhynix.com/en/groundbreaking-ceremony-in-indiana/\nOnly th e month is known\; the exact date will be updated on the timeline. URL:https://whatledto.com/events/hbm-memory-supply CATEGORIES:HBM Supply Race: SK hynix\, Samsung and Micron from HBM3E to H BM4E END:VEVENT BEGIN:VEVENT UID:trump-accounts-rollout-2028-12-31-VHJ1bXAgQWNjb3Vu@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20281231 DTEND;VALUE=DATE:20290101 SUMMARY:Trump Accounts pilot birth-date eligibility cutoff DESCRIPTION:This is the program’s current eligibility cutoff and also mar ks the end of Dell’s stated pledge to match Treasury’s seed deposit for eligible U.S.-based employees’ children.\nTimeline: Trump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Employer Matches https ://whatledto.com/events/trump-accounts-rollout\nSource: https://www.irs. gov/trumpaccounts URL:https://whatledto.com/events/trump-accounts-rollout CATEGORIES:Trump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Employer Matches END:VEVENT BEGIN:VEVENT UID:tsmc-arizona-fabs-2029-12-01-VGhpcmQgQXJpem9u@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20291201 DTEND;VALUE=DATE:20291202 SUMMARY:Third Arizona fab targeted for production by the end of the decad e (date TBC) DESCRIPTION:TSMC’s April 2024 plan put third-fab production by the end of the 2020s\; later statements changed its assigned technologies but did not give a replacement production date.\nTimeline: TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster https://whatledto.com/ events/tsmc-arizona-fabs\nSource: https://pr.tsmc.com/english/news/3122\ nOnly the month is known\; the exact date will be updated on the timelin e. URL:https://whatledto.com/events/tsmc-arizona-fabs CATEGORIES:TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster END:VEVENT BEGIN:VEVENT UID:apple-ceo-succession-2030-09-15-VGVybnVz4oCZcyB0@whatledto.com DTSTAMP:20260909T064139Z DTSTART;VALUE=DATE:20300915 DTEND;VALUE=DATE:20300916 SUMMARY:Ternus’s transition RSU vesting period ends DESCRIPTION:This is the final stated vesting milestone for Ternus’s initi al transition RSU award.\nTimeline: Apple CEO Succession: How Tim Cook H anded Apple to John Ternus https://whatledto.com/events/apple-ceo-succes sion\nSource: https://www.sec.gov/Archives/edgar/data/320193/00011403612 6035362/xslF345X06/form4.xml URL:https://whatledto.com/events/apple-ceo-succession CATEGORIES:Apple CEO Succession: How Tim Cook Handed Apple to John Ternus END:VEVENT END:VCALENDAR