On today's episode of Catalysts, hosts Brad Smith and Madison Mills break down some of the biggest stories of the trading day, from sinking shares of Super Micro Computer (SMCI) to the rising prices of cocoa (CC=F).

Super Micro Computer (SMCI) stock is under pressure after the company announced it was delaying its annual report. This move comes after claims from short seller Hindenburg Research alleging "accounting manipulation" at the company. Defiance ETFs CEO & CIO Sylvia Jablonski suggests that if SMCI can demonstrate they have the situation under control and their accounting is accurate, "then this is a great buy on the dip opportunity." She highlights the stock's impressive growth over two years, the company's leadership in cooling data centers, and the upcoming 10-for-1 stock split scheduled for October.

As consumers show continued signs of weakness and tighter budgets, HSBC has downgraded the consumer discretionary sector (XLY) as a whole. HSBC Global Chief Investment Officer Willem Sels explains that financially healthy consumers are spending more on services and leisure than discretionary items. However, he emphasizes the importance of distinguishing between companies within the retail space: "you want companies that have the pricing power because of their positioning."

Toy giant Lego has reported double-digit sales growth year-over-year in the first half of 2024, rising by 13% in a "toy market that's not growing right now," according to The Lego Group CEO Niels B. Christiansen. Christiansen sits down with Yahoo Finance executive editor Brian Sozzi to talk about Lego's fundamental building blocks that continue to make the brand a standout among consumers. "The appreciation of the fact that playing allows you to gain some skills and to really develop your brain, but also a lot of skills that you need through life, I think that's actually well appreciated by parents and kids really like it," Christiansen says, later adding: "The Lego brand is just such a good bridge between digital and physical."

The price of cocoa (CC=F) is still trading over 128% compared to a year ago due to increased weather incidents and crop disease which have led to supply shortages. Saxo Bank head of commodity strategy Ole Hansen explains why prices may be out of control for some time, perhaps as far ahead as 2026: "That really is a combination of two things: first and foremost, that the farmers are receiving more for their product. They can spend more money on fertilizers and also pesticides, which is a key right now due to some diseases they have in some of the crops. But also that we see the weather continue to improve..."