Broadcom Inc. shares have been on a tear, adding more than $300 billion in market value in just the last five sessions. But with earnings arriving after the bell, investors will have a chance to assess whether the rally has gone too far.

They were all stars of the dot-com era before fading into the background as the bubble burst and a new generation of tech darlings rose to the forefront. But Dell Technologies Inc., Nokia Oyj and Lenovo Group Ltd. are back with a vengeance thanks to the unrelenting artificial intelligence spending boom.