SnowMan68 - 4:53 pm on Apr 8, 2013 (gmt 0)
This is exactly what I am seeing and it really got cranked up on Friday-Saturday AM here in the US.
It seems like they have really cranked up the personalized results based on location. In the past when I would check different major cities around the USA we would have pretty consistent results. Now when I check today they are all over the board. I'm talking +/- 5 spots or so which can have a huge impact on search referrals. That may have something to do with your referrals coming in. I would check the major cites to see if you most popular keyword phrases have jumped around too.