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Walt Disney is expected to see growth in quarterly revenue, thanks to strong performance across its streaming segment.McDonald's is expected to post a rise in second-quarter revenue, helped by menu offerings and offers to draw in lower-income customers that have grown hesitant to eat out in the wake of economic uncertainties. Investors will look out for management commentary on menu innovation, tariff-related hike in input costs and demand across the quick-service restaurant landscape.Turning to the day's Fed speakers, Federal Reserve Board Governor Lisa Cook and Boston Fed President Susan Collins are scheduled to participate in a discussion on the U.S. and global economy. (1400/1800) San Francisco Fed President Mary Daly will speak at the 2025 Anchorage Economic Summit in Alaska. (1610/2010)Uber is expected to report a rise in quarterly revenue, helped by higher demand for ride-hailing services due to seasonal travel. Wall Street expects guidance on Uber's robotaxi strategy and capital allocation plans. Meanwhile, Lyft is expected to report growth in the second-quarter revenue, helped by seasonal demand for ride-hailing services. Wall Street expects guidance on how the company plans to expand its presence in the robotaxi sector.Michael Kors parent Capri Holdings is expected to post a decline in first-quarter revenue, hurt by sluggish demand for its luxury brands. Investors will look for comments on pricing, update on its turnaround plan, impact of rising economic and tariff uncertainty on consumer sentiment.Occidental Petroleum is expected to report a fall in second-quarter profit, hurt by lower oil prices. Investors and analysts will look out for comments on full-year expectations.Elf Beauty is expected to post a rise in first-quarter revenue as shoppers continue to spend on small, affordable purchases such as lipstick and cosmetics, even as they remain budget-conscious. Investors will look for comments on forecasts and consumer sentiment.Carlyle Group is expected to report a jump in profit when it releases its second-quarter results, helped by strength in its private equity business.Insurer MetLife is expected to report a fall in second-quarter profit, hurt by stagnant income from investments and a dip in net premiums earned.Airbnb is scheduled to report second-quarter results, with investors watching for signs of a U.S. travel demand rebound and initial commentary on the relaunch of its experiences segment and the rollout of its new services offering.Doordash is expected to post a rise in second-quarter revenue as consumers continue to order groceries online. Investors will watch out for comments on consumer spending trends, as well as updates on its purchase of British rival Deliveroo.Duolingo is expected to report a jump in quarterly revenue, helped by a growing user base. Analysts expect the company to guide on how it plans to roll out AI further and continue on its growth path while maintaining profitability.Beyond Meat is expected to post a decline in second-quarter revenue, hurt by weaker demand for its faux meat products amid looming tariff uncertainty. Investors will look out for comments on demand, pricing actions, annual forecast as well as on consumer sentiment.Cencora is scheduled to report second-quarter results. Investors are expected to look out for any changes to the company's forecast and any impact on its drug distribution operations from tariffs. Separately, McKesson is expected to give its first-quarter results. Investor focus will be on the performance of the drug distributor's U.S. pharmaceuticals unit.U.S. agrichemicals company Corteva is expected to report a rise in second-quarter profit after market close. Investors are expecting commentary on tariffs, margin recovery and strong sales volumes.The New York Times is expected to report higher second-quarter revenue, driven by its bundled offerings. Investors will be looking for commentary about product roadmap.CDW is expected to see a rise in quarterly revenue thanks to steady demand for its IT solutions.Manulife is expected to show a decrease in second-quarter core earnings, largely hurt by a weaker U.S. dollar. Investors will watch for management's comments on the impact of trade tensions on its Asia business, as the life insurer approaches its target of 50% of earnings from the region by 2027.Brazil's trade surplus is expected to come in at $5.6 billion in July, following a surplus of $5.89 billion in June.

(Compiled by Sameer Kulkarni; Edited by Vijay Kishore)