Wall Street IPO Boom Threatens to End US Stock Supply Shrinkage

The anticipated IPO boom on Wall Street could end the prolonged period of contraction in US equity supply. The market entries of companies such as SpaceX, Anthropic, and OpenAI, combined with a slowdown in buybacks—which investors warn are a vital support for stocks—could alter market equilibrium. The long-standing contraction in stock supply was supported by companies buying back their own shares and limited IPOs. However, the IPOs of new tech giants could reverse this trend. Investors warn that this could reduce upward pressure on stocks. In particular, the IPOs of high-profile companies like SpaceX, Anthropic, and OpenAI will bring a significant amount of new shares to the market. This, combined with the slowdown in buyback programs that support current stock prices, could change market dynamics. Analysts note that these developments could disrupt the supply-demand balance in the stock market and increase price volatility. Investors anticipate that with the acceleration of IPOs and the decline in buybacks, the market will seek a new equilibrium in the coming period. This is not investment advice.