Software stocks struggle, Google's AI spending, layoffs surge and more in Morning Squawk

This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Thursday. Taco Bell's parent company reported strong same-store sales growth for the chain yesterday, which makes me wonder how much my Crunchwrap Supreme orders contributed.Stock futures are falling this morning. The S&P 500 saw another losing session yesterday.Here are five key things investors need to know to start the trading day:1. Hard resetPiotr Swat | SOPA Images | Lightrocket | Getty Images2. Spe ...