Delta Air Lines shares rose roughly 4% in morning trading after the U.S. postponed planned strikes on Iranian power plants, easing Middle East tensions. The pause followed high-level discussions that reassured markets and lifted confidence in travel demand for global carriers. Brent crude dipped to approximately $90 per barrel as geopolitical pressures eased, offering relief on jet-fuel expenses, which account for up to 20% of operating costs. Delta had forecast preparing for prices above $100 but now sees potential savings for upcoming quarters. Delta launched new daily flights between Austin and Phoenix and extended seasonal service to Bozeman, increasing capacity during peak travel periods. These additions aim to capture rising leisure and business traffic in southwest and mountain markets throughout 2026.