
DEEP DIVE
Turning Point faces post-Kirk test in Arizona
Turning Point USA, the multi-entity political organization founded by the late right-wing provocateur Charlie Kirk, has spent millions of dollars this cycle trying to take out Democratic Gov. Katie Hobbs in the group’s home state of Arizona. On Facebook and Instagram, the group’s various nonprofit and political arms have combined to become the state’s largest political advertiser of the past 90 days, accounting for more than a quarter of all in-state political ad spending on those platforms. On Google and YouTube, they’ve spent less in raw dollars but still account for nearly half of all conservative ad spending in Arizona.
It’s a big, strategic bet for an organization still working out who it is without Kirk, and one that could end in a humiliating loss next week.

Most of that money has gone toward boosting Rep. Andy Biggs, the far-right congressman challenging Hobbs this fall. At the beginning of the cycle, she looked like an easy target for Republicans, given that many operatives in both parties viewed her as a weak candidate in 2022, when she squeaked past Kari Lake by less than a point. But Hobbs has consistently led in polling (albeit much of it low-quality) over the past few months, buoyed in no small part by Republicans’ decision to nominate Biggs, whose hard-right record has given her campaign plenty to work with.
Online, Turning Point’s advertising looks like a full-court press. The group has spent heavily on Spanish-language persuasion ads on Facebook and Instagram geared toward young Latino men, as well as blanketing YouTube with more traditional attack ads against Hobbs.

Above: Turning Point is using Spanish-language digital ads to target young Latino men.
Turning Point’s investment in the Arizona governor’s race extends well beyond digital, too. According to the Arizona Capitol Times, the group has spent more than $18 million over the past two months on ads attacking Hobbs or boosting Biggs, a topline figure that includes the digital spend along with direct mail, radio, and television buys.
To put that number in perspective, I previously calculated that Turning Point USA brought in roughly $100 million in 2024. Even if the group has raised anything close to that for the midterm cycle, pouring $18 million or more into a single state would still eat up a significant portion of its entire budget.
That’s a lot to wager on a race the group may well lose. Last December, POLITICO reported that Turning Point “wants to become Arizona’s political kingmaker,” but by July, Republican operatives in the state were already chafing at its heavy-handed meddling in down-ballot primaries. If a Blue Wave truly arrives in Arizona next week and Biggs goes down, the donors who just bankrolled this bet will have every reason to ask what, exactly, Turning Point’s strategic direction looks like in a post-Kirk world.

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CHARTED
Fox News viewership way down
Here’s another somewhat obscure data point that could be pointing to a blue wave next week: Fox News’ ratings are down sharply compared to this point in previous election cycles, according to an analysis of Nielsen ratings data published by The Hollywood Reporter.


ROUND-UP
More things you should read or watch this week
I don’t really trust the midterm polls (2024 trauma), but directionally, they’re looking very good for Democrats running in Senate races from Maine to Kansas.
The FEC’s public-facing campaign finance database was temporarily down this week as hackers tried to gain access.
The Washington Post looked at how Democratic campaigns are picking fights online and chasing viral moments in a last-ditch effort to win back the young voters they lost in 2024.
Johnny Harris’ creator-led YouTube startup Newpress hired former 60 Minutes executive producer Bill Owens and closed a $12 million funding round, per the New York Times. It’s a notable bet on YouTube-native news for the college-educated, left-of-center audience that propelled Harris’ former employer, Vox, to major heights on the platform.
Podcast analytics company Rephonic released a report on the “podcast midterms” and found that Democratic candidates have made more than 3,500 podcast appearances this year, reaching an estimated 75 million listeners, roughly double the Republicans’ share of voice.
New data from Pew: 1 in 5 American adults now regularly get news on TikTok, up from 3% in 2020, and that figure jumps to 39% among adults under 30. Pew’s broader News Platform Fact Sheet also shows the share of Americans who prefer getting news from social media climbed from 14% to 19% in a single year, while TV fell from 34% to 28%.
The Hollywood Reporter’s Alex Weprin has a great piece on how Disney and Netflix are courting top YouTubers, and how YouTube is responding.
The New York Times profiled “Data Center Darline”, aka Sen. Darline Graham, whose South Carolina Senate race has become the AI industry’s top electoral priority, with a new pro-data-center super PAC pouring millions into her campaign. Meanwhile, a new NYT/Siena poll out this week shows Graham tied with her Democratic opponent.
Relatedly, Julia Shapero at The Hill reports that the DCCC is pushing data center attack ads in nearly half of its targeted House races.
Bloomberg’s Jeff Green spent time with young men who voted for Trump and found many are now “blackpilling” out of politics entirely.
Outside of Trump, Republicans still can’t raise money online, Politico reports.
Let the 2028 presidential-major-donor-battle begin!



