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Jim Cramer confirms this could be the biggest threat to the market’s rally

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CNBC's Jim Cramer said one of the biggest overlooked risks to the market is a coming wave of massive initial public offerings that could drain liquidity from stocks.

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"A bull can also be killed by excess supply — too many big IPOs and it collapses under its own weight," said the " Mad Money " host on Monday. Investors have been eagerly awaiting potential IPOs from OpenAI, SpaceX and Anthropic later this year, which are expected to draw enormous institutional and retail demand. For OpenAI, the timing could depend on the outcome of a legal battle involving Elon Musk and Sam Altman. "If so, it will suck up a ridiculous amount of money because this thing could have a trillion-dollar valuation," he said.

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