The market is priced at expecting AGI levels of breakthroughs. Just a very useful tool for programming is definitely not enough to keep the music playing.
What does "AGI" mean to you such that we have not had it for years already? Whenever I see people mention AGI it's in the future tense, as if we don't have artificial machines that can apply intelligence to general domains.
No, the clue is people realizing that relying on the tools costs too damn much. The tools may be fine-ish for what they do, but there might be a bubble built on unrealistically high expectations of revenues.