I had something similar to this and it was sending me bonkers. The last thing I thought it could be was a bad driver. How can something work and then not with no configuration change?
Anyhow it was happening on the desktop for me, everything felt delayed and unresponsive, I also tried dota2 and got the weird stuttering as you mentioned. Switched off BIOS OC settings, no difference. System restore, no difference.
Uninstalled the nvidia display driver doing a clean install and the stuttering stopped. Bizarre but it did the trick for me.