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Whatever's going on, I'm happy to see the extra traffic. We didn't pay for anything (and that's always nice!)
Looked at 10 different sites, 4 with principal keywords in the domain and 6 without. No, I can't see any pattern. The best growth is on a site with no keywords in the domain, and second best growth is on a domain with a very strong keyword in the domain.
I should underscore -- this spike doesn't bring AV back to the big leagues by a long shot. It's running at about 4% of SE referers, instead of the 2% I've been seeing. But it's nice to see a positive change.