Travel stocks fly as Delta sees sunny skies ahead

Travel stocks are surging on Thurs after Delta Air Lines DAL.N forecasted a brighter profit outlook for coming quarters, fueling optimism about a rebound in tourism

Rival U.S.-based carriers United Airlines UAL.O and American Airlines AAL.O surging ~12%; Alaska Air Group ALK.N up almost 9%

Delta forecasted 2025 profit above estimates and said it expects lower seating capacity to lift ticket prices

Earlier this year, U.S. President Donald Trump's trade war dented consumer and business confidence, hitting travel bookings

Car rental co Hertz Global HTZ.O soaring 13%, with rival Avis Budget CAR.O up ~7%

Cruiseline co Norwegian Cruise Line NCLH.N jumping 4.5% and peer Carnival Corp CCL.N up ~2%

Tripadvisor TRIP.O and Expedia EXPE.O both up >4%, Las Vegas Sands LVS.N up 1.3%, Airbnb ABNB.O up 0.9%