Zohran Mamdani’s stunning primary victory in New York City's Democratic mayoral race, propelled by Congresswoman Alexandria Ocasio-Cortez’s tireless campaigning, has cemented her status as the de facto leader of the Democratic Party's progressive wing. It was a seismic moment, not just for New York but for national politics. With Mamdani's victory, the ideological soul of the Democratic Party may be permanently veering left—driven not by moderation but by a brand of zealous democratic socialism.

AOC didn't just endorse Mamdani; she barnstormed for him. She rallied support in her district and far beyond, campaigning in the very neighborhoods where she once worked as a bartender. Her political rise, which began in 2018 with her unexpected upset of Joe Crowley, has evolved into a movement with national implications. Her influence is now so potent that even Donald Trump has singled her out repeatedly, most recently when she called for his impeachment following the military strikes against Iranian nuclear installations. That impeachment motion, formally introduced by Rep. Al Green, was overwhelmingly defeated—with the help of 140 Democrats—but for AOC, the goal was never to actually impeach the President. It was about symbolism, media attention, and setting the ideological narrative—an approach strikingly similar to Trump's media tactics.
Unlike the backroom impeachment maneuverings of Rep. Adam Schiff over Trump's temporary pause in Ukraine aid, AOC's bold, public plays have dominated headlines and shaped discourse. That particular impeachment saga, framed around alleged quid pro quo threats to President Zelenskyy, has aged poorly as American skepticism toward Zelenskyy has grown. The divisions that the scandal deepened may take decades to heal, and Mamdani's triumph signals there may be little appetite among the left for reconciliation.
Meanwhile, 3,000 miles away in California, Saikat Chakrabarti, the architect of AOC's original campaign, is now challenging former House Speaker Nancy Pelosi for her seat. This is no longer a rebellion; it's a hostile takeover. The Justice Democrats, once a fringe faction, are fielding serious contenders across the country.
Even David Hogg—the Parkland shooting survivor who became a prominent face of youth activism—has joined the insurgency. Despite a weak academic record and having faced criticism for misrepresenting his proximity to the shooting, Hogg took a gap year before being admitted to Harvard. He recently won election as Vice Chair of the Democratic National Committee, but was abruptly removed after pushing primary challenges against moderate incumbents. Hogg, a vocal admirer of AOC, campaigned aggressively for Mamdani.
What has the Democratic establishment genuinely worried is not just the optics of these wins but the ideology driving them. The socialist wing isn't just making noise—it's reshaping the party's future. Mamdani, just 33, is emblematic of this new movement: young, charismatic, media-savvy, and unapologetically radical. His recent confrontation with Border Czar Tom Homan (where he attempted to corner him on immigration policy publicly) shows his readiness to attack institutions head-on.
Mamdani's policy proposals reflect this extremism. He promises to spend $65 billion on public housing—more than half of New York City's entire annual budget. He proposes taking over or heavily regulating grocery stores, invoking echoes of Soviet-style central planning. He wants to offer free public transit at a time when the MTA faces severe financial shortfalls. His plan to fund all this? Tax the wealthy even more—a demographic already among the most taxed in America, many of whom are fleeing the city in droves.
AOC's fingerprints are all over Mamdani's agenda. Her opposition to Amazon's planned HQ2 in Queens— her efforts killed 25,000 promised jobs—was framed as a moral stand against corporate welfare. In reality, it was an ideological crusade against capitalism itself. Her social media presence spanning TikTok, Instagram, Twitter, and Facebook is unrivaled. Whether dancing to pop music, crying in front of detention centers, or donning a "Tax the Rich" gown at the Met Gala, AOC ensures that her image is always trending. Her media acumen is unmatched, and in this digital age, that alone could propel her to the 2028 Democratic nomination. Only California Governor Gavin Newsom, though politically weakened, stands in her way. Other moderates like Michigan Governor Gretchen Whitmer lack the national charisma or populist reach to match her star power.
AOC's radicalism is not just domestic. She has fiercely supported sanctuary cities, called for defunding the police, and demanded the abolition of ICE. Recently, she stood shoulder to shoulder with Mahmoud Khalil, a Palestinian activist and Columbia University green card holder, upon his release at Newark Airport following a court ruling. The implicit message was clear: political activism—even if extreme—deserves unqualified support, especially if it fits the progressive global narrative against U.S. allies like Israel. Mamdani echoes this view, making it a core tenet of his platform.

The result is a Democratic Party increasingly unrecognizable to millions of traditional voters. The ideological gulf between coastal blue strongholds and heartland America has never been wider. The phrase "a divided America" has become a cliché—but with AOC and her ideological allies gaining ground, it risks becoming a permanent reality.
While Mamdani's primary victory is historic, his path to the mayor's office isn't guaranteed. Incumbent Mayor Eric Adams, running as an independent, is likely to peel off significant portions of the Black vote. A growing bloc of middle-class and upper-middle-class New Yorkers, taxed into oblivion and fed up with collapsing infrastructure, may shift toward the GOP candidate. However, for AOC, the outcome is irrelevant.
If Mamdani wins in November, AOC will be hailed as the most potent political force in the 2026 congressional elections. If he loses, she'll blame entrenched interests within the Democratic Party, spinning the defeat into a rallying cry for generational change. Either way, she remains the most sought-after voice in American progressive politics.
There is some history here. The knee-jerk reaction of Democrats when they lose is to veer further left and lose again—recall Walter Mondale in 1984. They are slow on the uptake, and the course correction comes much later. AOC’s meteoric rise can be attributed to this very phenomenon. But if the past is any guide, 2028 will likely re-elect another Republican. And in that sense, the Democrats may not be driving toward victory, but into a ditch of their own making.
TIPP Picks
Selected articles from tippinsights.com and more
1. The Democratic Party Needs A Wellness Check—Editorial Board, Issues & Insights
2. Trump’s Preemptive Power Play To Preserve Peace—Editorial Board, TIPP Insights
3. The Middle East War Enters A New Phase—Richard Haass, Project Syndicate
4. Regressive Ranked-Choice Racket Redefines Democracy—Editorial Board, TIPP Insights
5. There Is No Disinflation—Brendan Brown, Mises Wire
6. Lockheed Martin Awarded Bonuses Based On Race, According To Report—Jarrett Stepman, The Daily Signal
7. Multi-State Lawsuit To Stop Wind-Stopping Executive Order Inches Ahead—David Wojick, CFACT
8. Total War Against Civilians Is Never Justified—Wanjiru Njoya, Mises Wire
9. Entrepreneurship Can’t Be Taught In A College Classroom—Douglas French, Mises Wire
10. Trump Issues Scathing Warning To Republican Congressman—Reagan Reese, DCNF
11. ISIS Suicide Bomber Slaughters Worshippers In Damascus Church, Dozens Killed And Injured—Melanie Wilcox, DCNF
12. Blue-Collar Wages Rise As Illegal Immigration Declines—S.A. McCarthy, The Daily Signal
13. Bondi: FBI Monitoring For Iran Sleeper Cells In U.S.—TIPP Staff, TIPP Insights
14. One Year Later: How The Trump-Biden Debate Exposed A Dangerous Presidency—Al Perrotta, The Daily Signal
15. As Japan’s Price Inflation Rises, Its Central Bank Has Fewer Options—Ryan McMaken, Mises Wire
16. Trump, Netanyahu Say Iran Nuclear Sites ‘Obliterated’—TIPP Staff, TIPP Insights
17. Vance Rips Media Over 'Leaked Intel Reports,' Backs Trump—TIPP Staff, TIPP Insights
18. Apple Reportedly Looking At Its Biggest Ever Acquisition—TIPP Staff, TIPP Insights
19. Even Most Democrats Say No To Latest Attention-Seeking Trump Impeachment Attempt—Adam Pack, DCNF
20. UK To Buy Nuclear-Capable F-35 Jets From U.S.—TIPP Staff, TIPP Insights
21. ‘Fascism Is Not A Side’: Journalists Strategize To Expose The ‘Extremism’ On The Right—Tyler O'Neil, The Daily Signal
22. Zelensky, Trump Hold 'Substantive' Talks On Ceasefire And Peace—TIPP Staff, TIPP Insights
23. Whip Emmer: Pass ‘Big, Beautiful Bill’ To Support Police—George Caldwell, The Daily Signal
24. Judge Rebukes Trump Admin In Kilmar Abrego Garcia Deportation Case—TIPP Staff, TIPP Insights
25. Trump Threatens Tariffs On Spain Over NATO Spending Shortfall—TIPP Staff, TIPP Insights
26. Zohran Mamdani Surges Past Cuomo In NYC Democratic Mayoral Primary—TIPP Staff, TIPP Insights
27. Trump Says Iran-Israel War 'Could Start Again'—TIPP Staff, TIPP Insights
28. Money Supply Rose For The Ninth Month In April As The Fed Again Leans Dovish—Ryan McMaken, Mises Wire
TIPP Market Brief – June 26, 2025
Your Morning Snapshot
📊 Market Snapshot
- S&P 500: ▼ 6092.16 (0.00% )
- 10-Year Yield: 4.293%, (no change)
- Crude Oil (WTI): ▲ $64.94 (0.89%)
- Bitcoin (BTC): ▲ $107,957.27
- US Dollar Index (USD): ▼ 97.03 (0.70%)
- Gold: ▲ $3,334.52 (0.34%)

Bigger Charts: $SPX | $TNX | $WTIC | $BTCUSD | $USD | $GOLD
📈 Featured Stock
Our pick for today’s featured stock

📰 News & Headlines
Is Celestica (CLS) a Buy as Wall Street Analysts Look Optimistic?—Zacks
Here's Why Celestica (CLS) is a Strong Growth Stock—Zacks
⭐Recent Featured Stocks
TSS, Inc. (TSSI) (6/25)
Avis Budget Group (CAR) (6/24)
AngloGold Ashanti (AU) (6/23)
Jabil Circuit (JBL) (6/20)
AST Spacemobile Inc. (ASTS) (6/19)
Cloudflare Inc. (NET) (6/18)
Oklo Inc (OKLO) (6/17)
ATI Inc (ATI) (6/16)
Mr. Cooper Group Inc (COOP) (6/13)
Nuscale Power Corp (SMR) (6/12)
More here
🧠 Macro Insight
● Futures Edge Higher Near Record Highs
Stocks tick up as markets ride optimism from recent gains and await fresh inflation data. The S&P 500 hovers just below all-time highs.
● Trump Eyes Powell Replacement
Frustrated with the Fed’s cautious stance, Trump hints at naming a new Fed Chair later this year. Shortlist reportedly narrowed.
● BYD Dips on Production Slowdown
Shares slip after reports reveal output cuts and postponed expansions amid rising inventories and intensified EV competition in China.
● Shell Denies BP Takeover Talks
Shell dismisses media speculation about a potential BP acquisition, stating that no talks have occurred and it won’t make an offer for at least six months.
● Oil Prices Climb
Crude rises for a second day after data shows strong U.S. demand and falling inventories, supporting a recovery from early-week losses.
📅 Key Events Today
🟧 Thursday, June 26
- 08:30 – Durable Goods Orders (MoM) (May): Prior: 0.1% | Forecast: -6.3%
- 08:30 – GDP (QoQ) (Q1): Prior: -0.2% | Forecast: -0.2%
- 08:30 – Initial Jobless Claims: Prior: 247K | Forecast: 245K