Delta Air Lines (DAL) stock is soaring 5.02% in Monday's trading session, as geopolitical tensions in the Middle East appear to be benefiting U.S. carriers. The surge comes amidst widespread flight cancellations by international airlines following Israel's strikes against Iran, which have disrupted air travel across the region.

While many international airlines have suspended flights to Middle Eastern destinations until late June or even August, Delta Air Lines has shown more flexibility in its operations. According to the latest updates, Delta has stated that travel to, from, or through Tel Aviv may be impacted between June 12 and August 31. This extended window suggests that Delta might be better positioned to adapt to the evolving situation compared to its competitors.

Investors appear to be favoring U.S. carriers like Delta, which have less exposure to the affected regions. The ability to maintain a more flexible schedule and potentially capture market share from airlines with more extensive cancellations could be driving the positive sentiment. As the situation continues to unfold, Delta's stock performance indicates that the market views the company as a relatively safer option in the current volatile environment for the airline industry.