Jim Cramer shared his thoughts on Exxon Mobil Corporation during a recent episode. He mentioned the company and said, "Unfortunately, there's another wrinkle. Oil looks like it's headed higher, even if it finished the day in the red, because the president's $50 barrel plan is suddenly going the wrong way, thanks to the newfound uncertainty out of Iran and the facts on the ground in Venezuela. You take out Venezuela's leaders, and oil goes lower. You take out Iran's rulers, and you better believe it goes higher. The result? The real leaders in this market are Exxon and Chevron. Both have tremendous CEOs, both have long historic records, and both represent the very problematic leadership we don't want, the type that keeps you and me up at night."
Exxon Mobil Corporation is an oil and natural gas exploration and production company that also manufactures fuels, petrochemicals, and specialty products. LRT Capital Management stated the following regarding Exxon Mobil Corporation in its third quarter 2025 investor letter: "Exxon Mobil Corporation stands as one of the world's preeminent integrated energy and chemical manufacturers, with a history of operational excellence and technological innovation that has shaped the global energy landscape. The company's business model is built upon a vast, vertically integrated structure that spans the entire value chain, from the exploration and production of crude oil and natural gas to the manufacturing of high-value fuels, lubricants, and petrochemicals. This integration provides significant operational synergies and a resilient financial profile capable of navigating the inherent cyclicality of commodity markets."
While the potential of Exxon Mobil as an investment was acknowledged, it was noted that certain AI stocks might offer greater upside potential and carry less downside risk.